Wearable AR has had a decade of attempts and still hasn't found the product. The pattern is familiar: a technology looks inevitable long before it's actually usable. Worth remembering the next time something seems like it should obviously work. More from our conversation with @stephenbalaban of Lambda on Founders in Arms. Link in bio.

AI wearables like Meta Glasses are making it even clearer that privacy is going extinct. But so is something else, and it's terrifying. I saw a story about a CNN reporter who tested an AI listening bracelet and mentioned that she was moving. The AI decided she was "anxious about her stability" and stored it in her permanent file. She wasn't anxious. But now, it was her word against the algorithm. We've been here before. In 1888, the invention of portable cameras forced us to legally define "the right to be left alone." Today, tech companies are stripping away not just that, but the right to be misunderstood. And when every conversation you have is indexed, searchable, and stored on servers owned by a corporation that can interpret your life however it wants, people become terrified to speak at all.

Our wearables capture sleep stages, heart rate variability and recovery signals while we rest. This personal health data supports a $411 billion global sleep economy and $1.2 billion in health data infrastructure investment planned for 2025. Most people still receive $0 direct value from the information they generate. Long term tracking builds detailed profiles that companies and researchers rely on for new products and services. The economic benefits usually stay far from the individuals who produce the data. @sleepagotchi aims to shift that balance. Features like the Sleep Coach make the numbers more personal and practical, while also giving data creators a stronger place in the value chain. Capital is moving into health data. The open question remains whether the people generating it night after night will stay mere sources or become real participants.

Donning a wearable is easy -- but what signals should you look for? Find out this week with Michael Snyder (@SnyderShot), Stanford genetics professor & pioneer of self-quantification.

Most AI wearables want to listen all the time, but @sandbar thinks keeping humans in control is the better way forward. Its Stream ring uses push-to-talk to capture thoughts, reminders and to-dos without constantly recording. @EquityPod’s @RebeccaBellan talks with CEO Mina Fahmi about the strategy behind the hardware: