Hating on Cathie Wood has become fashionable. I still think her insights are great specially when it comes to macro economics. Having said that, WHERE THE HELL does she gets that much conviction on $TDOC?? Whats so innovative about it? From an Engineers perspective a small team could create a similar service on top of $ZM 's API. I guess the whole security aspect does require a lot more, but still I dont see the moat. Also, I feel like network effects are not that big of a plus either when it comes to telemedicine, you'll just go with whatever software your insurance covers, wouldnt you? Would love to hear a $TDOC bullish perspective