Stephanie Davis
speaker
11 appearances
1 recordings
1 series
first heard Jul 2026
last heard 9 Jul
Stephanie Davis’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Fitbit, when they first came out, they had a hardware-only model.
And then they acquired a health tech company one or two years in or so after they came public.
And they started trying to go and introducing a subscription system.
Because otherwise, it's really easy to cannibalize your own revenues.
I think retail investor participation has changed in a dramatic fashion in the market.
We've seen that with the SpaceX IPO, a lot of retail investors getting involved.
And there often are initial pops.
Do I think any of these wearables are a sustainable business model longer term?
No, and that's probably what that investor is saying.
But it's always a question of timing.
Don't forget Fitbit doubled before it dropped down.
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