Strategy question

What strategies are Apple, Amazon, and Google taking in healthcare? What is better, breadth or depth in healthcare use cases? Pros/cons?

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What this question tests

Tests market and competitive strategy analysis across multiple real companies, weighing a breadth-versus-depth tradeoff with reasoned pros and cons.

How to approach it

  1. Characterize each company's actual approach: Apple focuses on consumer health/wearables depth (Watch, Health app), Amazon on infrastructure and pharmacy breadth (PillPack, Amazon Clinic), Google on data/AI depth (DeepMind Health, Fitbit).
  2. Define breadth: covering many healthcare touchpoints (pharmacy, insurance, provider) versus depth: owning one vertical extremely well (e.g. wearable-based monitoring).
  3. Lay out breadth's pros: more revenue surface and stickiness, cons: regulatory complexity multiplies and execution risk rises across many fronts.
  4. Lay out depth's pros: easier regulatory and clinical focus, strong differentiation, cons: smaller addressable revenue and vulnerable to a broader competitor.
  5. Give a reasoned recommendation: depth first to build clinical credibility and trust, then expand breadth once a strong wedge is proven, rather than doing both at once.

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