Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Part II: Hardware Hits Mega-Round Season Again: Whoop’s $575M at $10.1B, Neuralink at $9.7B, BrainCo’s $1.3B Unicorn Birth, eMed’s $200M Series A at $2B, and Whether Consumer Hardware Is Back
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Part II: Hardware Hits Mega-Round Season Again: Whoop’s $575M at $10.1B, Neuralink at $9.7B, BrainCo’s $1.3B Unicorn Birth, eMed’s $200M Series A at $2B, and Whether Consumer Hardware Is Back

Q1 2026 produced four hardware-driven digital health mega-rounds in one quarter. Whoop at $10.1B. Neuralink at $9.7B. BrainCo at $1.3B unicorn birth. eMed at $2B. Either hardware is back or this is the top.

Context: Peloton went from $171 to under $4. Lululemon wrote off Mirror entirely. Fitbit got swallowed by Google. The consensus by late 2024 was that…

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