Counterpoint: When we were developing a smartwatch for brain health, I was invited to give a talk to the Apple watch team in 2013. What I talked about was up to

Counterpoint: When we were developing a smartwatch for brain health, I was invited to give a talk to the Apple watch team in 2013. What I talked about was up to me and from the questions asked I was able to see behind the curtain of what the team was working on. In follow ups we talked about the science and user experiences but wasn’t asked to divulge any secrets. Had Watch launched with or included the capabilities, maybe I’d feel differently, but I understand in the time since why brain health is so challenging even for the big companies. I pushed them to include blood oxygenation for athletes given that application would lower component costs for us with patients. And yet, says a lot, the team took years to get that right. By contrast EKG and PPG were already being commoditized by the time Watch included those capabilities. AliveCor and Valencell do both really well, but the protectability is not as deep a competitive moat.