Health and Fitness Tracking Goes Mainstream
Self-tracking has moved beyond professional athletes and data geeks.
4 min
Since September, Jeanette Cajide has armed herself with an Elite heart-rate variability monitor. And a temperature-controlled mattress pad. And a Levels continuous glucose monitor. And an Oura Ring that also measures heart-rate variability along with resting heart rate, respiratory rate and temperature. “Yeah, I’m a little crazy on the devices,” says Ms. Cajide, director of strategy and operations at consulting firm Clareo.
She’s got good reason. After returning to competitive figure skating four years ago, she won a national championship. Then last September, she broke her leg while landing an Axel jump. Ms. Cajide, who is 44 years old, competes again in eight weeks—against many skaters half her age.
She is trying to override nearly two decades as a “sedentary adult,” working in tech and investment banking. “I’m trying to make up for lost time. It’s me against time,” she says. “The sensors and data allow me to optimize for getting the most mileage out of my body.”
There is no escaping the Quantified Self movement. Measuring biomarkers used to be the preoccupation of extreme athletes and extreme geeks. No more.
“I think the attitude is shifting. The seriousness of the pandemic has made people realize that gosh, isn’t it a good idea to have a sensor,” says Michael Snyder, chairman of the department of genetics at Stanford University’s School of Medicine, whose research, among other studies, indicates data from smart watches—alterations in heart rate, steps and sleep—can be used to detect Covid-19 as early as nine days before symptoms.
Until relatively recently, health-minded people were excited to track their steps and heart rate. Now they can perform their own urine and blood tests, conduct body-fat scans and monitor their emotions. Soon they may be able to monitor their rate of aging to take steps to slow it down. Rings, watches, patches and apps that monitor biomarkers have taken off, buoyed by a pandemic that alerted everyone to “underlying conditions” they might not be aware of.
Fitness and tech companies, already adroit marketers, jumped on the opportunity, intriguing people like Ms. Cajide. They “have created this persona of somebody who’s striving and they’ve done a really good job of it,” says Joe Vennare, co-founder of Fitt Insider, which produces a newsletter and podcast and invests in health, wellness and fitness. Fitness-tech startups raised $2.3 billion in 2020, 30% more than the year before, according to market-intelligence firm CB Insights.
People who track their data are constantly sharing online. One recently tweeted a graph comparing her heart rate: “me walking alone, hauling it: 140 bpm vs. me walking normal with my friend: <110 bpm.” Another boasted that since he began wearing a sleep-tracking device, he has averaged 8.25 hours of uninterrupted sleep a night. Another tweeted eight separate graphs of jagged green and blue lines with an ominous question: “Anyone have heart rate or respiratory rate peaks in the night that is DOUBLE their normal value? I don’t know if this is a medical problem or just the measuring device.”
Self-trackers often fixate on factors that might influence their performance. “It’s interesting to look at these things and learn about yourself. They can help you understand things you couldn’t unearth on your own,” says Chris Bailey, co-founder and chief technology officer of startup NatureQuant and an endurance mountain biker. He’s currently testing the Apollo Neuro, which isn’t a tracker, but is considered another bio-hacking device designed to increase heart-rate variability and optimize performance. Worn on the wrist or ankle, it is designed to reduce stress and recalibrate the nervous system using varying-frequency vibrations that can be programmed to make you more alert in boring meetings, focus better during cognitive or athletic activities and recover more quickly after physical exertion. Mr. Bailey’s early verdict: “It’s a little hard to tell. It helps with focus a little bit, maybe, but it’s certainly not something that 2Xes your performance.”
Individuals react differently to caffeine, pasta, late nights—almost everything. Last year, Whoop added a journal to its sleep-tracking app. In the journal, users can log more than 70 behaviors to see how, over time, they might affect sleep and performance. Activities include taking medication like Advil, drinking wine, reading before bed and having sex. In a podcast introducing the change, Whoop executives said users had frequently requested the sex-tracking feature. For some, sex can raise core body temperature which is counterproductive to sleep, the company explained, so you might want to take that into account the night before a big event.
As for alcohol: Not a good idea, according to Whoop. While many people think alcohol helps them sleep better, it disrupts the repair and recovery that is supposed to happen during slumber. It interferes with physically restorative slow-wave sleep and it “crushes” your mentally restorative REM sleep, Emily Capodilupo, now Whoop’s vice president data science and research, explained in a company podcast. It messes with your heart rate, suppresses recovery and increases the chance of injury.
When Ms. Cajide, the figure skater, heard about sleep tracking, she thought it was silly. “I don’t care what happens at night,’” she recalls thinking. Then she learned the significance of heart-rate variability—not heart rate, which is beats per minute—but the variance in the length of time between heart beats. HRV is a key indicator of how fit, recovered and ready you are to perform, and can be greatly affected by the quality of your sleep. “I went down the rabbit hole,” she says.
Now she wears a continuous glucose monitor—a patch attached to the underside of her arm. Its data displays on her phone, telling her what foods are spiking her glucose and how efficiently she is managing her energy. She programs the temperature of her mattress pad to gradually fall to 62 degrees in the middle of the night, to bring down core body temperature and thus positively influence her heart rate and HRV. So far it has gotten those metrics to their “best points mid-sleep ever,” she says.
She uses her Fitbit as an alarm clock because its vibration doesn’t spike her heart rate and scramble her metrics. Then she checks the data from her Oura Ring and compares it to that of her Elite HRV, “to make sure they’re giving me the same information.”
The information tells her how hard to train—whether she will attempt an Axel, the jump that resulted in her broken leg last fall. Her current program includes two. “On a good recovery day, I’m more comfortable taking risks,” she says. That is crucial because she has only recently recovered but competes again in just eight weeks.
Dr. Snyder at Stanford understands the obsessiveness. He wears four smart watches, two on each wrist, to figure out what variables are the best to measure and “also sometimes one will run out of batteries.” He believes Ms. Cajide’s kind of self-tracking is critical to the future of healthcare, saying, “If people really care about their own health, they are going to have to take charge.”
Reprinted by permission of The Wall Street Journal, Copyright 2021 Dow Jones & Company. Inc. All Rights Reserved Worldwide. Original date of publication: April 12, 2021
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Competitive pressure and creativity have made Chinese-designed and -built electric cars formidable competitors
4 min
China rocked the auto world twice this year. First, its electric vehicles stunned Western rivals at the Shanghai auto show with their quality, features and price. Then came reports that in the first quarter of 2023 it dethroned Japan as the world’s largest auto exporter.
How is China in contention to lead the world’s most lucrative and prestigious consumer goods market, one long dominated by American, European, Japanese and South Korean nameplates? The answer is a unique combination of industrial policy, protectionism and homegrown competitive dynamism. Western policy makers and business leaders are better prepared for the first two than the third.
Start with industrial policy—the use of government resources to help favoured sectors. China has practiced industrial policy for decades. While it’s finding increased favour even in the U.S., the concept remains controversial. Governments have a poor record of identifying winning technologies and often end up subsidising inferior and wasteful capacity, including in China.
But in the case of EVs, Chinese industrial policy had a couple of things going for it. First, governments around the world saw climate change as an enduring threat that would require decade-long interventions to transition away from fossil fuels. China bet correctly that in transportation, the transition would favour electric vehicles.
In 2009, China started handing out generous subsidies to buyers of EVs. Public procurement of taxis and buses was targeted to electric vehicles, rechargers were subsidised, and provincial governments stumped up capital for lithium mining and refining for EV batteries. In 2020 NIO, at the time an aspiring challenger to Tesla, avoided bankruptcy thanks to a government-led bailout.
While industrial policy guaranteed a demand for EVs, protectionism ensured those EVs would be made in China, by Chinese companies. To qualify for subsidies, cars had to be domestically made, although foreign brands did qualify. They also had to have batteries made by Chinese companies, giving Chinese national champions like Contemporary Amperex Technology and BYD an advantage over then-market leaders from Japan and South Korea.
To sell in China, foreign automakers had to abide by conditions intended to upgrade the local industry’s skills. State-owned Guangzhou Automobile Group developed the manufacturing know-how necessary to become a player in EVs thanks to joint ventures with Toyota and Honda, said Gregor Sebastian, an analyst at Germany’s Mercator Institute for China Studies.
Despite all that government support, sales of EVs remained weak until 2019, when China let Tesla open a wholly owned factory in Shanghai. “It took this catalyst…to boost interest and increase the level of competitiveness of the local Chinese makers,” said Tu Le, managing director of Sino Auto Insights, a research service specialising in the Chinese auto industry.
Back in 2011 Pony Ma, the founder of Tencent, explained what set Chinese capitalism apart from its American counterpart. “In America, when you bring an idea to market you usually have several months before competition pops up, allowing you to capture significant market share,” he said, according to Fast Company, a technology magazine. “In China, you can have hundreds of competitors within the first hours of going live. Ideas are not important in China—execution is.”
Thanks to that competition and focus on execution, the EV industry went from a niche industrial-policy project to a sprawling ecosystem of predominantly private companies. Much of this happened below the Western radar while China was cut off from the world because of Covid-19 restrictions.
When Western auto executives flew in for April’s Shanghai auto show, “they saw a sea of green plates, a sea of Chinese brands,” said Le, referring to the green license plates assigned to clean-energy vehicles in China. “They hear the sounds of the door closing, sit inside and look at the quality of the materials, the fabric or the plastic on the console, that’s the other holy s— moment—they’ve caught up to us.”
Manufacturers of gasoline cars are product-oriented, whereas EV manufacturers, like tech companies, are user-oriented, Le said. Chinese EVs feature at least two, often three, display screens, one suitable for watching movies from the back seat, multiple lidars (laser-based sensors) for driver assistance, and even a microphone for karaoke (quickly copied by Tesla). Meanwhile, Chinese suppliers such as CATL have gone from laggard to leader.
Chinese dominance of EVs isn’t preordained. The low barriers to entry exploited by Chinese brands also open the door to future non-Chinese competitors. Nor does China’s success in EVs necessarily translate to other sectors where industrial policy matters less and creativity, privacy and deeply woven technological capability—such as software, cloud computing and semiconductors—matter more.
Still, the threat to Western auto market share posed by Chinese EVs is one for which Western policy makers have no obvious answer. “You can shut off your own market and to a certain extent that will shield production for your domestic needs,” said Sebastian. “The question really is, what are you going to do for the global south, countries that are still very happily trading with China?”
Western companies themselves are likely to respond by deepening their presence in China—not to sell cars, but for proximity to the most sophisticated customers and suppliers. Jörg Wuttke, the past president of the European Union Chamber of Commerce in China, calls China a “fitness centre.” Even as conditions there become steadily more difficult, Western multinationals “have to be there. It keeps you fit.”
Chris Dixon, a partner who led the charge, says he has a ‘very long-term horizon’
Americans now think they need at least $1.25 million for retirement, a 20% increase from a year ago, according to a survey by Northwestern Mutual
