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Medv built a massive revenue engine on outsourced infrastructure

Breakdown of the $1.8B telehealth company's operations and risks

Metric/Component

Status

Details & Risks

Headcount

👤👤

Technically two people (Founder + Brother)

Annual Revenue

💰💰💰💰💰

  • $1.8B ARR (on track)

  • Verified by NYT but extrapolated

Margins

📉

  • Estimated ~15% net margin

  • High costs from outsourcing & digital ads

Operations

  • Outsourced to CareValidate & Open Loop Health

  • Handles doctors, pharmacies, and shipping

Marketing Tactics

  • 800+ fake doctor accounts on Facebook

  • Use of .org domain to imply non-profit status

Regulatory Risk

🚨

  • FDA warning letter for misbranding

  • Class action lawsuit (California anti-spam law)

China's pork industry faces overcapacity and vertical 'swine scrapers'

Evolution from backyard farming to 26-story industrial towers

  • Source: TBPN analysis of The Economist reporting at

The 'Toyota Corolla' of drones: US military reverse-engineers low-cost tech

Shift from expensive defense contracts to rapid, cheap manufacturing

Feature

FLM-136 'Lucas' System

Traditional Defense Drones

Origin

Reverse-engineered Iranian Shahed

Custom Silicon Valley/Defense Lab R&D

Cost Range

💲
$10k – $55k per unit

💲💲💲
Millions per unit

Dev Cycle

⚡
< 2 Years (blueprint to battle)

🐢
Decade-long procurement

Philosophy

Affordable & Plentiful (attrition)

High-end & Sophisticated (exquisite)

Success Point

Used to wipe out military targets in Iran

Often too expensive for mass deployments

  • Source: TBPN discussion on Pentagon strategy at

RCB traded individual brilliance for a collective winning formula

Evolution of the Bengaluru franchise from 2024 to become 2025 champions

Feature

The Old RCB (Superstar Reliant)

The New RCB (Data-Driven)

Squad Focus

Top-heavy batting with the 'best' global individuals

  • Balanced 20-man squad

  • Prioritized middle order (4-7)

Batting Style

Reliance on established legends

  • High-risk, high-reward template

  • Fastest scoring rate in the league

Bowling

Often seen as a secondary concern

  • Spearhead attack (Hazlewood)

  • Strong 'Bowling Anchors' support

Management

Coaching changes and mixed leadership

  • 'Football Management' model

  • Flower & Bobat stability

Philosophy

Defending the 'Brand'

  • Chasing multiple titles

  • Deep sense of belonging for all staff

The 'Football Management' model prioritizes collective belonging

How Andy Flower's culture shift impacts the entire 20-man squad

RCB shifted from superstar reliance to a balanced data-driven culture

Key pillars of Bengaluru's transformation into IPL champions

  • Source: Cricbuzz Live featuring Michael Vaughan and Murali Kartik