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Apple's AI health strategy, Oura's AR glasses, Hims' GLP-1 fight

Feb 10, 2026
Apple shutters its AI health coach project after falling behind faster competitors. Oura files for AR smart glasses that display live health data and use ring gestures for control. A telehealth firm pulls a compounded oral GLP-1 amid regulatory scrutiny and a patent lawsuit, highlighting tensions between access and drugmakers.
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INSIGHT

Apple Risks Becoming A Passive Health Layer

  • Apple abandoned Project Mulberry after concluding its AI health coach lagged faster-moving rivals.
  • The move risks Apple becoming a passive data layer instead of the health OS people use.
INSIGHT

Oura Eyes AR Glasses To Extend The Ring

  • Oura filed a patent for AR glasses that surface real-time biometrics controlled by ring gestures.
  • The patent signals Oura may want to anchor ambient health data and control across new wearable ecosystems.
INSIGHT

Patent Alone Signals Strategic Intent

  • The patent lists Oura as the sole applicant, hinting at serious intent or IP lockdown for future smart eyewear.
  • Ring-based controls are gaining traction, making the patent valuable whether for product or licensing.
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