Newsletter: Health and Hardware

09/10/2025 11 min Temporada 2 Episodio 37
Newsletter: Health and Hardware

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Episode Synopsis

This week on the Konvoy Newsletter audio edition, host Josh Chapman unpacks the resurgence of consumer health hardware, sparked by Oura’s $875M Series E round. From smart rings to medical-grade wearables, the health and wellness market is evolving fast—and it’s not just about fitness anymore. Jackson explores how workplace wellness programs, enterprise contracts, and next-gen tech like on-device AI and XR are shaping the next chapter for both startups and incumbents like Whoop, Garmin, and Apple.With hardware startups finding new momentum and software-only players like Calm and Headspace facing engagement headwinds, this episode looks at what’s driving sustained growth—and what risks still linger beneath the hype.What You’ll Learn in This Episode:Why Oura’s latest fundraise signals more than just strong consumer demandHow B2B sales and corporate wellness programs are fueling growth in wearablesWhat sets Oura and Whoop apart—and why Garmin is far from out of the raceWhy software-only wellness platforms are struggling to hold user attentionHow on-device AI, XR, and longevity science are reshaping wearablesThe risks of over-reliance on enterprise adoption in a crowded marketWhat’s next in personalized, privacy-first, tech-enabled healthWhether you’re investing in healthtech, tracking enterprise adoption, or curious about the future of wearable wellness, this episode offers a detailed look at where the space is headed—and who’s leading the way.Love what you’re hearing?Subscribe to the Game Changers podcast on Spotify and Apple Podcasts.Want more insights like this every week?Sign up for the Konvoy Newsletter to stay ahead of key industry trends, challenges, and opportunities.