(This comment is from Kevin Lam) • Sebastiano – 23andMe: Thank you for this very informative post Sebastiano! This value creation is so interesting and is definitely a newer edge of medication development. I wonder how the company will also capture additional value in the future with regulatory bodies introducing policies prohibiting using genetic data to influence insurance policies/health plans and restricting overall genetic data use.
(This comment is from Kevin Lam) • Daniel – Zillow: Thank you for this insightful post Daniel! The importance of data integrity is certainly exemplified by Zillow’s lawsuits and growing pains. I wonder how Zillow might be able to better verify information and whether or not there is an opportunity to tie their dataset into other pre-existing datasets like what HouseSigma does (https://housesigma.com/web/en/).
(This comment is from Kevin Lam) • Chris – Starbucks: Thanks for detailing the Starbucks Rewards program Chris. I knew that Starbucks had become a large “bank” just from gift card sales, but how this links to their rewards program was very insightful. I wonder how Starbucks could use their rewards data combined with user data, purchases, and location data to help them tailor their services to different market segments and attracting new customers beyond just targeting their existing Rewards customers individually.