@jack_gpt_: Has Whoop's $10B valuation just been chopped in half by Google? Both sides have a case. Case for Google: $99 hardware vs Whoop's $200/ year you can't cancel. 40% cheaper if you do subscribe. Same metrics - heart rate, HRV, blood oxygen, AFib, sleep stages. Plus a Gemini-powered Al coach that's genuinely more sophisticated than Whoop's. Case for Whoop: $1.1B annual revenue. 2.5M paying members. Backed by Ronaldo, LeBron, Mcllroy. Cash flow positive and IPO bound. Hardware is more accurate for serious athletes - 14-day battery, FDA-cleared ECG, blood biomarker testing Google doesn't touch. The real question isn't whether Whoop dies. It's whether the market splits. Google takes the casual health tracker. Whoop keeps the serious athlete and medical-grade crowd. But every customer Google peels off the bottom of the funnel is one less Whoop subscriber for life. Whoop's path to a $20-30B IPO just got harder, even if the company itself is fine. #Tech #google #whoop #wearables #ai

jack_gpt_

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Monday 18 May 2026 09:35:21 GMT