Apple Risks Losing $100 Billion Wearables Lead as AI Health Project Is Scaled Back
Updated
Updated · Entrepreneur · May 26
Apple Risks Losing $100 Billion Wearables Lead as AI Health Project Is Scaled Back
3 articles · Updated · Entrepreneur · May 26
Eleven years after launching Apple Watch, Apple is under fresh pressure in wearables as Bloomberg argued it is falling behind rivals pushing screenless health devices.
Whoop and Oura have built multibillion-dollar businesses around AI-driven insights, while Apple’s Health app has struggled to match that model and its Mulberry AI coaching project was recently cut back.
Leadership churn has deepened the problem: former COO Jeff Williams retired, Fitness+ chief Jay Blahnik is leaving, health marketing head Stan Ng also retired, and some talent has moved to competitors.
Apple is reportedly leaning on infrequent promotions to support watch sales, even as executive Eddy Cue uses Whoop and Oura for health tracking.
With Tim Cook set to step down in September, incoming CEO John Ternus faces a broader test of whether Apple can still set the pace in a category it once defined.
Can Apple's 'secret weapon' blood glucose monitor save its health ambitions as a new CEO prepares to take the helm?
As users ditch screens for AI guidance, must Apple kill its traditional Watch design to win the next generation of wearables?