I agree with all of what you are saying but I just don't buy that this is the guy. A prof, surgeon and 'successful author' is just not the right mix for this.
I would say: ex-surgeon Hospital administrator of a progressive hospital. Ex-director of technology and services for a healthcare provider or insurer. Head of a prestigious applied research centre.
'Prof' and 'author' are intellectual, non-leadership, non-outcome, non-operational, non-managerial positions. He's imminently qualified to be the spokesperson and possibly 'Chief Medical Officer', but not CEO.
Does he even have a history of doing in-depth research on the operational and cost challenges of running a healthcare system?
The 'innovation' required here will not be medical - it will be political, operational ... fighting incumbent structures.
Someone with a kind-of relevant background who is also an ex-physician. There are many of those.
I'm still perplexed.
Amazon was hugely successful with AWS because it was an outgrowth of their business. They bought their way into groceries.
They will use their deep distribution and warehousing advantage to move into delivery. All of that makes sense.
But taking on incumbent, politicized structures? With armies of lobbyists to legislate their control of systems?
I think this guy is going to get eaten by the entrenched powers that be.
Though I wish him well and applaud Bezos for going after this.
Wallmart already has some opticians in their stores - I really wish they would move into pharmacies, then maybe 'family doctor locations' and then commoditizing common things and operations.
I actually think Wallmart is in many ways so much better positioned than Amazon to make their way into healthcare by grabbing the low hanging fruit and using their massive pricing power and physical installed base.