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Data

Health data as raw material: interoperability, ownership, quality and the pipelines that turn measurements into decisions worth trusting.

11 articles

The moat isn't on your wrist

Whoop and Oura spent 2026 walking from wearable brand to health platform down mirror-image paths: Oura buying clinical-data integration, Whoop capitalising into Medicare reimbursement and running its own care. The device is now the marketing layer; the real moat is whoever owns the cleanest pipe between consumer wearables and clinical systems, and Europe is missing the reimbursement pathway both are exploiting in the US.

The moat isn't on your wrist
20 May 2026· 7 min readdatainvestmentwearables

The smartest AI never phones home

Healthcare has the most to gain from AI and the most to lose from sharing the data that feeds it. Google's TurboQuant algorithm and a wave of on-device wearables are breaking the privacy-vs-capability tradeoff, moving intelligence to the edge where patient data never has to leave the building.

The smartest AI never phones home
1 April 2026· 5 min readaidatawearableshealthcare

The GitHub playbook healthcare won't touch, but should

Developers have been collaborating on code for over a decade using version control, branching, and pull requests. Meanwhile, healthcare still faxes medical records.I've been thinking about what GitHub's explosive growth (30 million to 100 million developers in five years) might teach us about building collaboration infrastructure for health.

The GitHub playbook healthcare won't touch, but should
10 December 2025· 5 min readdatahealthcareinnovation

The €50 billion bet on your body

The wearables industry just shifted from counting steps to predicting strokes. While most organisations debate digital transformation, tech giants are quietly building the infrastructure to turn your biological data into the next platform economy.

The €50 billion bet on your body
24 September 2025· 5 min readwearablesdatainvestment

The model that eats its makers

Is the AI you're using actually using you? This latest exploration unpacks the subtle shift from creators to "ghost workers," where feedback, not attention, is the new currency.

The model that eats its makers
14 May 2025· 4 min readaiethicsdata

Subscription diagnostics for hungry AI's

Imagine the hospital's imaging suite reimagined as a monthly subscription that sits quietly in a spare room at home. Subscription diagnostics could do to healthcare what Netflix did to entertainment, shifting from centralised, high-cost infrastructure to accessible, AI-powered personal health, and rewriting the economics of asset utilisation along the way.

Subscription diagnostics for hungry AI's
7 May 2025· 4 min readaidatainvestment