Wearable Tech Is a $90 Billion Market. Are Investors Still Early?

Episode notes

Wearables have gone from counting steps to tracking sleep, recovery, heart health, and more. But the bigger story may be what all that data makes possible next. In this episode of The Important Part, Liz Thomas sits down with Craig Shapiro, CEO of Collaborative Fund and an early investor in WHOOP, to discuss why he believes wearable technology is still in its infancy. Using WHOOP’s rise from a niche product for elite athletes to a company valued at more than $10 billion as a case study, Craig shares his perspective on how he spots consumer behaviors before they become mainstream. The conversation explores what happens as people gain more access to their own health data, why the technology itself may eventually fade into the background, and how that shift could create entirely new products and industries. Craig also shares the “villain test” he uses when evaluating companies and gets candid about why some strange ideas take off while others, including cricket-protein bars, never catch on.

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