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It’s an exciting vision, but we’re left wondering what will happen to people who can’t afford all this stuff. Depending on the results of this year’s election, we could see huge changes sweep through the system. It’s hard to predict what effect that could have.

Instead of making all the hardware, Apple wants to create the OS for health, and own the critical chokepoint that all players must integrate with in order to get distribution. This feels like a distinctly Tim Cook contribution, a definite break from the past.

Strategically, accepting “good enough” in both of these areas makes sense, because neither applications nor sensors are unique strengths for Apple to the same extent as their ability to integrate healthcare data. And as we mentioned before, niche health devices can be challenging businesses, requiring high of R&D and manufacturing fixed costs, but ... See more

Put simply, it’s the combination of scale and privacy. Apple’s focus on privacy got them in the door with healthcare companies, and their scale allows healthcare providers to tap into their customer base for large scale research studies that make the relationship mutually beneficial.

In order to get to this position, Apple has had to gain the trust of the healthcare industry and the government. The first step to this new healthcare reality is integrating medical records into Apple Health. To be clear, getting to this point has not been a walk in the park. Behind the scenes, Apple has done a ton of blocking and tackling with key... See more

Sure, they have the watch, which measures your heart rate. But they’re leaving the majority of the possible device space to others, such as Peloton, WHOOP, and Eight Sleep. Apple doesn't want to go down the path of making health-related hardware devices. These have high fixed R&D and manufacturing costs to make them, and each device tends to only f... See more