You mean consumer health care tech? From what I can see that is all about marketing and has very little to do with science. I see it more as a fad.

Americans are getting older. Apple released a new Apple Watch with fall detection and it was 100% of the reason 3 of my coworkers purchased one for aging parents.

Health is a privacy sensitive industry and Apple is the only company that has been selling privacy as a core feature.

This is squarely within Apple’s target and they will bet big on it.

ResearchKit at Apple isn’t about “marketing,” but science. Apple led one of the largest cardiology studies ever with Stanford. Their health records stuff is far beyond “fad” or “marketing.” Apple gets accused of being simply a marketing company — that’s absurd, just look at Apple Watch: that’s quite serious tech and no other consumer products company comes close to what the watch is doing. Apple has more doctors on the payroll than many “serious” health companies.

No way. There’s a huge market for medical monitoring that is dominated by big dumb players.

Your insurance pays like $3k to wear a heart monitor for a day or two.

The problem with that huge market is not that it's somehow hard to make monitoring devices, but it's hard to get them through the bureaucratic process of being legal to use for medical purposes. Doing that is quite an orthogonal skillset to engineering.

A company with billions in cash can learn quickly.

Don't they still have a bunch of unused potential in activity tracking?