Competition in Health Wearables: Apple vs. Qualcomm

Joe emphasizes their competitive edge through advanced health technology and a promising partnership with Google.

### Competing in Health Tech: Innovations, Legal Battles, and Partnerships
* ⌚ Joe highlights the competitive edge of their health technology, emphasizing **"good science"** and unique features like **continuous accurate pulse rate** and **hydration measurement** that others lack, including Apple.
* 🔬 He questions Apple's ability to deliver on sleep apnea monitoring without their specific technology, suggesting they may be **overpromising based on past experiences**.
* ⚖ The ongoing legal battles with Apple are significant, with a trade secret case set for rehearing that could lead to a **broad injunction against Apple’s smartwatch capabilities**.
* 📉 Joe notes that if they win their patent case regarding **low battery consumption for medical imaging**, the injunction could **extend worldwide**, further limiting Apple's offerings.
* 🤝 The partnership with Google is a key focus, as it aims to provide Android users with **scientifically based wearables**, promising a range of **innovative products** in the near future.
* 📊 In the midst of these developments, Joe addresses the proxy battle with Peloton, asserting that their management has acted with **integrity and has made significant progress**, contrasting it with the alleged **dishonesty of their opponents**.
* 🗳 He expresses confidence that the governance issues raised by Peloton should not warrant support, stating that the voting should **reflect the integrity of the parties involved**.

What is this about? You have impressive health features, but Apple Watch, we just heard the new unveiling. They're getting sleep apnea and the like. How do you compete that, Joe? Well, we compete based on good science. We have continuous accurate ESP or two pulse rate. We can even measure hydration, a pulse rate variability. Nobody else has that. In fact, I don't understand how you can do sleep apnea without ESP or two. I know clinically it's not done. So it'll be interesting to see if Apple's promising things they can't deliver again like they did with their hospital to where they really have figured out how to do it without a spill, too. Time will tell. So you're offering this platform with Qualcomm, you're helping Google offer more smartwatches, more health features. It feels as though that Joe, look, if you don't think that Apple can deliver

what it promises. Does that mean more court action? Where does your fight currently stand with Apple and its smartwatch? Well, we, as you know, enjoined Apple from selling spear to end the US. There's a trade secret case that's going to be reheard. And if we win that, then we'll have a broad injunction against them and for the parties. McGuffey. So they can't even do pulse rate and arrhythmia detection. And then if we win our patent case, which is about how do you do photo pitches, mammography with very low battery consumption, then that will be even a wider injunction. So potentially our injunction could go worldwide and much broader. However, what's really cool is this partnership with Google, which I'd love to tell you more about. We're excited about it. Every Android user now can have a real scientifically based, continuous, accurate wearable with this reference design we're creating with them.

And I think in the next couple of years, you're going to see a slow slew of products, from luxury products to smartwatches, from the typical Android world. That will be an incredible offering for our mutual customers. I hate to say it, Joe, because we've only got a minute. So I ask for you to be brief, but you've got some fascinating things happening. You've got a proxy battle going on at the moment. They want to see more governance, want to have more board oversight. How do you fight Peloton? Well, you saw that Paulson was found to have lied to our shareholders. The court. A federal judge found multiple lies, held them in contempt. So you've got someone who has no integrity that talks about governance. Yet you have us who've done everything right, morally right, not just even legally. And we've made all this progress from bringing to business through Covid and now this incredible Google partnership. I think this should be 91% and 9%.

Only person voting for him should be him.

Masimo CEO on Partnership With Google and Qualcomm

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The speaker highlights their unique health features, such as continuous accurate pulse rate and hydration measurement, which they believe set them apart from Apple's offerings.

They mention ongoing legal actions against Apple, including a trade secret case and a patent case, which could lead to broader injunctions against Apple's smartwatch.

The speaker expresses excitement about their partnership with Google, aiming to provide scientifically-based, continuous, and accurate wearables for Android users.

Upcoming Product Offerings and Governance Challenges

The next few years will see a range of products, including luxury items and smartwatches, from the Android world, benefiting mutual customers.

The speaker is facing a proxy battle for more governance and board oversight, highlighting the integrity issues of the opposing party.

Despite the challenges, the speaker emphasizes their moral and legal progress, including a successful partnership with Google.

Solo Support: A Unique Voting Perspective

The statement suggests that the only person who should vote for him is himself.

This implies a strong sense of self-reliance and independence in decision-making.

It challenges the idea of seeking external validation or support from others in the voting process.