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Published · transcript-backed

Ben Gilbert: observation

21 Apr 2025 Acquired Epic Systems (MyChart)

“You also can’t do their clever bundling in a bunch of free stuff that you might want to use in the future unless you have the scale economies also. They just develop a lot of software that they either throw in for free or offer to you in the future, and the only way you can develop that much software is have a huge number of customers to amortize it across.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
observation
Recorded
21 Apr 2025
Publisher
Acquired

Transcript context

…It’s so much more than a medical record, yes. So that’s definitely true. Scale economies is definitely true to the thing we were talking about a minute ago. You can’t make the investments in product breadth without having the scale that you have today. You also can’t do their clever bundling in a bunch of free stuff that you might want to use in the future unless you have the scale economies also. They just develop a lot of software that they either throw in for free or offer to you in the future, and the only way you can develop that much software is have a huge number of customers to amortize it across. If you’re trying to start a new EMR today, you have to write a lot of software to be competitive. And that’s scale economies. Network economies, yup.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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