## Industry Snapshot (First-Principles Template) **Industry / Sub-industry:** 3510 Health Care Equipment & Services **Date:** **Source(s):** --- ### 1) Job to be done ### 2) Who pays vs who uses - **Paying customer:** - **End user:** - **Buyer / decision-maker (if different):** ### 3) Core value chain (end-to-end) - Upstream: - Production / service delivery: - Distribution / channel: - Downstream customer: ### 4) Money engine (where profit comes from) ### 5) Main constraints (pick 3) ### 6) Main risks (pick 3) ### 7) Key incentives (what gets rewarded/punished) ### 8) What insiders track obsessively (metrics/KPIs) ### 9) What’s changing right now (why last year’s playbook breaks) ### 10) Where power sits --- ## Connector Signature ### Underlying pattern - “This is actually a problem.” - Trust / Coordination / Information asymmetry / Switching costs / Regulation / Distribution / Capital cycle / Talent bottleneck ### Cross-links (2) - Similar pattern in: - Similar pattern in: ### One sharp sentence I’d publish ### Follow-up questions (for my “journalist” chats) - [ ] - [ ] - [ ] ### 2-minute capture (optional) - **Signal:** - **Vibe:** - **Link:**