Why I wouldn’t invest in consumer health hardware

(Ceci n’est pas investment advice.)

Yesterday’s post on Apple’s health strategy solidified a suspicion I’ve been harboring for awhile, which is that the future is going to be rough for connected health and fitness devices — Peloton, Eight Sleep, Withings, Mirror, WHOOP, etc.

To be clear, this could take a long time, and connected health devices could be great businesses in the meantime. Bu…

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