Game Changers

Newsletter: Health and Hardware


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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 demand
  • How B2B sales and corporate wellness programs are fueling growth in wearables
  • What sets Oura and Whoop apart—and why Garmin is far from out of the race
  • Why software-only wellness platforms are struggling to hold user attention
  • How on-device AI, XR, and longevity science are reshaping wearables
  • The risks of over-reliance on enterprise adoption in a crowded market
  • What’s next in personalized, privacy-first, tech-enabled health

Whether 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.

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