Takeaways

Having just pivoted away from micro-internships to this, I'd like to take a bit more time (estimated a couple of days) before committing to focusing on this problem space.

From this quick survey, the top concerns are:

1. How much does it matter that there seem to be only a few big co's in children's behavioral health. Is this even true? → Ideation exercise https://www.notion.so/benhsu75/Other-children-s-behavioral-health-ideas-9684b1471b74408584a54bebc9cf0ae0

2. Are we the right team? Or can we assemble it? → Start brainstorming what a 1 month, 3 month, 6 month, 1 year execution plan would look like

3. Confirm wanting to start a services business → Period time of focused thinking/talk through with Phil

4. Unique insight about autism/ABA/children's behavioral health? Over competitors like Sprout? → Read through highlights of our previous work

5. Revisit differentiated tech → Read

6. How much capital is needed for something like this? → Read

7. Is there a moat? Does this matter? → Read

New Questions

• Are challenges faced by families of special needs children a space we want to commit to?
  • 👍
  • Biggest risk is that there's only 1-2 huge co's in the space.
• Are we the right team to build this, or can we assemble it?
  • Need to think through a plan
• Are we jumping-out-of-our-chair excited to start a services-heavy business? This was the killer risk before.
  • If focused on this problem, 👍.
• How has 3 months of COVID changed the goodness of the idea?
  • COVID has sped up telehealth, but is it an issue that the bulk of COVID has passed? Theoretically no.
  • Idea should be better 👍
  • More RBTs
• Do we have a unique insight about the problem and solution that nobody else in the world has?
  • Possibilities: parent training, workflow software tech, parent community services.
  • 🚩
• How important is differentiated tech — digital parent training, RBT workflow software — to the business? (To match our skillset and our interest)
  • Digital parent training, workflow software
  • 👍
• As a tech-enabled provider, how much faster can we scale than incumbents who adopt telesupervision?
  • In-house scales faster
  • Tech
  • Access
  • Hard to scale without tech
• Defensibility; accumulating advantages to scale?
  • Defensibility comes from brand in the short-term and contracts with insurance in the long-term. 🤏
  • Less important because of access
• Will every clinic now be a telehealth + in-home care provider, post-COVID?
  • Guess: will continue telehealth but won't necessarily be the focus 👍