Game Changers

Newsletter: Health and Hardware


Listen Later

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.

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.

...more
View all episodesView all episodes
Download on the App Store

Game ChangersBy Konvoy

  • 5
  • 5
  • 5
  • 5
  • 5

5

11 ratings


More shows like Game Changers

View all
The Bill Simmons Podcast by The Ringer

The Bill Simmons Podcast

30,227 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

537 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,094 Listeners

Deconstructor of Fun by Deconstructor of Fun

Deconstructor of Fun

101 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,957 Listeners

Search Engine by PJ Vogt

Search Engine

4,453 Listeners

Building Better Games by Benjamin Carcich

Building Better Games

10 Listeners