25 posts found
HRV is not a score. It is a noisy physiological signal that consumer wearables clean, compress, and repackage as a recovery percentage with no medical validation. This post explains how the sausage is made, why the math does not support the marketing, and what Pulsyn does instead.
Oura filed for IPO. RingConn got pulled from Amazon. Ultrahuman and Luna are banned in the US. A Reddit user asked if the no-subscription smart ring dream is dead. It is not. But the remaining options are smaller, founder-led, and built on economics that venture capital hates.
Oura filed for its $11 billion IPO with 5 million subscribers and $2 billion in projected revenue. The catch: its core business model is a subscription paywall on health data that competitors already offer for free, sitting on top of a canceled Pentagon contract and an active class-action lawsuit.
Smart rings sell for $300 to $500. The parts inside cost roughly $30. That 90% gross margin is not a secret, but nobody talks about it because the real product is not the ring. It is your biometric data stream.
Every smart ring app ships your biometric data to a server before showing you your own sleep score. The cloud isn't there for your convenience. It's there for their business model.
Most health wearables are sold at or near cost so manufacturers can charge you forever. Here is what Oura, Whoop, and Fitbit actually cost over three years, and why Pulsyn is building a ring that does not need a subscription.
The complete math behind your sleep score. Personalized baselines, five weighted components, and how it compares to polysomnography.
