niche network with AI threat/upside; only buy on an amazing price.
DOCS is an interesting niche doctor messaging platform — AI is a threat and a potential use-case, but only at an amazing price.
The upside is that DOCS is a niche messaging app for doctors with compelling engagement features. The risk is that AI could disrupt the category, but the KOL thinks DOCS could also leverage AI—so conviction is conditional on valuation.
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