Tanay Jaipuria
@tanayj
partner @wing_vc investing in AI applications, infra and physical AI.
opinions, analysis, and banter on technology and business
Joined October 2008
5.4K Following 77.9K Followers
Oura just filed their S-1. Some notes:
- $1.21B revenue in the 9 months to June, +74% y/y
- Hardware was 80% of revenue, membership 20% (growing +121% y/y)
- 5M paid members up 2x y/y
- 55% blended gross margins and $60.8M net income
- Members wear the ring a median of ~23 hours a day
- 65% DAU/MAU and ~85% 12-month retention
- 72% of members are women
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