Wearables

“And we believe that wearables will be the best form factor eventually for the AI. Because they're always with you, they can see what you see, they can hear what you hear, and there's something you can talk to throughout the day when you need it, and they can b…”

“The potential of the wearables is that if they have context of are you, whether or not I'm talking at the moment, or what am I saying, or who am I talking to, they should be able to really intelligently filter out whether it's the right moment to deliver somet…”

“If you don't like the way it fits on you and what it says about you, then you're not gonna wear it. Even if it, even if it's 20% better in terms of functionality than the alternative.”

“At some point, we think that they'll be ubiquitously used by people providing a ton of value. That doesn't mean phones are gonna go away, but I think you'll see wearables be used for some of the things that you do on phones today. And a bunch of things that yo…”

“Wearable was when you talk about wearables and technology was designed to just extend your phone functionality. Like for example, yes, you have a smart watch. We'll tell you the time, but also give you now your sensors back to the phone and give you notificati…”

“And I actually think I'm going to make a prediction here. I don't want to be offensive to any other company, but I think that's where horizontal model is going to win versus vertical model.”

“I would be surprised if phones go away, because you're not going to put huge batteries into glasses or AirPods or a pendant or a brooch. And you're not going to do all the compute in something with a small battery, so you're going to want to have a lightweight…”

“Computers over the course of my lifetime had gone from being on your desk to on your lap to in your pocket, and inevitably it seemed to me they were going to become on your body.”

“And then also we want to continue to build up that platform beyond just genetics, blood, wearables, URI analysis, full body MRIs, and beyond into a true consumer health application.”

“Going from steps or activity to vitals, it's like, it's real R&D and engineering.”

“It's because I don't invest into devices. I don't do wearables or anything like that. I don't know anything really about this, and so I never invest in something I don't know anything about.”

“Well, I guess, you know, from that perspective, I think, let's say, maybe 1015, 20 years, that's what we may be looking at. As wearables become more advanced, as you're able to put more processing power into smaller things, I believe that the phone will become…”

“Wearables are going to be a thing. Everyone's going to have one and a wearable that's tracking your health and, Continuously monitoring your health, which is what the Oura Ring kind of does is gonna, is going to be a thing that everyone's gonna have.”

“I recently logged eight months of perfect sleep using my wearable, which no human in history had ever done.”

“I recently logged eight months of perfect sleep using my wearable, which no human in history had ever done.”

“A lot of wearables, people stop using them within three to six months.”

“One is that brain-based wearables are going to replace All the other wearables that you have. That's step one. And so all that data and all that value that we're seeing with existing wearables are going to be all consolidated into one device.”

“The combination of body scans, blood work, and continuous monitoring through a non-invasive wearable will ultimately be able to predict a lot of things that, that you know, are disease states or leading indicators for death.”

“So number one problem with COPD patients, and with other chronic patients, especially elderly, is compliance. Everything that requires them to take action, which is charging, putting it back on, tolerating it even, pairing it with the phone, is Is, is going to…”

“Then at the end of the day, the big difference between us and the wearable is wearable, their job ends with the data. They can only tell you what you might be able to do based on the data. In our case, based on the data, we take action and we adjust the temper…”

“Yeah, the next five years we're definitely going to see Easier access to telehealth. That's the major one that I see. Wearables also are going to be a huge thing in the next five years.”

“I mean, I, I'm not an investor in Oura or anything like that, but I know that it's pretty cool, where it does monitor your body temperature over time. Something like that, I think, will become very mainstream.”

“In the case of wearables, you're dealing with something that's very broad and very shallow, and also often not very clinical, like 10,000 steps versus 9000 versus 11,000, that's largely just made up.”

“Wearables are an interesting case because they'll generate about Two trillion data points this year.”

“Most people say, okay, I have flour, but I don't bake. I want a cookie. Where's my cookie? And the challenge is that there aren't cookies yet, and that's not the fault of any one company. It's just a reflection of where the field is.”

“And I think another path will be closing feedback loops automatically. So without the person in the loop, the mood ring that would monitor how much exposure I've had to light. And instead of going through the seasonal affective disorder, kind of a funk where y…”

“What they also, I think, of course, do is reinforce an app model as opposed to a web model, incidentally.”

“I think so, yeah. And I think that they'll be buying devices, again, in the same sort of life cycle that they buy clothing. So when the new device comes out that season, they'll want to run and buy it. They'll want to buy the winter version, they'll want to bu…”

“I think there's a reasonable chance that you'll see the corporate use cases leading Like, unlike what we've seen over the last 15 years in technology, which is the consumer has led the enterprise. You know, the stuff you have at home on your iPhone and Gmail i…”

“It powers wearables and Internet of Things and connected cars and drones and everything else, because fundamentally all of those things are basically smartphones just put together in a different way, but put together by the same people with the same components…”