with @julesyoo @vijaypande @smc90 The $18.5B merger of Teladoc and Livongo is a big deal not just because of the dollars and validation in public markets, but because it's aimed at creating "the first true health tech giant", and an end-to-end digital health platform at scale. However, the scale and opportunity in healthcare is so massivel; is this a drop in the bucket of what's out there? And is digital health and virtual health really finally here, or is it a temporary pandemic effect? What are implications for incumbents and startups, and where does go to market come in?