Smash Notes
Why Did the FDA Send WHOOP a Warning Letter? · All-In

All-In

WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight

(0:00) Welcome Will Ahmed, CEO of WHOOP (0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot (6:59) Inside 50 Billion Hours of 24/7 Health Data (19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking (34:57) WHOOP vs. the FDA & Competitor Wearables (44:33) Lightning Round & LeBron James becomes a WHOOP Ambassador Thanks to our partners for…

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Notes

  1. How Fast Did Whoop Membership Grow? at 1:55

    Will Ahmed says Whoop took about 12 years to reach a million members, then about 18 months to reach 2 million, about six months to reach 3 million, and… Full answer

  2. Why Did WHOOP Stop Charging $500 for the Band? at 3:12

    Will Ahmed says WHOOP launched to consumers in 2017 at a one-time fee of 500 bucks. Full answer

  3. What Is Heart Rate Variability? at 14:22

    Will Ahmed says heart rate variability is the amount of time between successive beats of the heart. Full answer

  4. How Much Health Data Has WHOOP Collected? at 19:07

    Will Ahmed says the average WHOOP member wears the band 23.6 hours a day. Full answer

  5. Can Whoop Flag a Biomarker Without Measuring It? at 19:51

    Will Ahmed says Whoop is building foundational models inside the company that train on Whoop health data, and the team is starting to see indications that… Full answer

  6. What Does the WHOOP AI Coach Do? at 22:22

    Will Ahmed says WHOOP stood up a travel team for its AI coach because travel is a common use, and the coach is a large part of the product's future after… Full answer

  7. Why Can Weight Loss Drugs Leave You Frail? at 32:59

    Will Ahmed says a GLP-1 is a meaningful shift for the body, and typically about 50% of the weight someone loses is fat and 50% is muscle. Full answer

  8. Why Did the FDA Send WHOOP a Warning Letter? at 36:34

    Will Ahmed says WHOOP is on good terms with the FDA now, after a long process and public disagreements. Full answer

  9. Why Did the Australian Open Pull Whoop Off Players? at 50:56

    Will Ahmed says a number of players at the Australian Open were asked to take Whoop off while they were playing, even though the International Tennis… Full answer

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