Scutify.com Investor's Deep Thought of the Day. Imagine the medical, health and training applications from having non-invasive wearable sensors on your body to track your blood, hormone, or whatever other levels you need tracked. It's not even that far out there.
The Wearable Revolution isn't about Fitbit tracking how far your walk and how many calories you burn. And it's not about a Smartwatch that tracks your heartbeart while letting you read your emails or talk on the phone.
It's about health monitors. It's about having a video recorder on you at all times if you so desire (and millions of people will desire such record-ability). It's about keeping track of your kids and your pets (and your spouse, etc). It's about logistics and data and streamlining efficiencies in your workforce. It's about safety and accountability.
Wearables and what people do with them will change society. Invasion of privacy is going to be an ever bigger issue with wearables and drones and robots and their ability to track and keep data, video and other private information.
Some of the best plays on the future of wearables include:
1. Google. With Android and Google's ubiquitous cloud presence in all of our lives via Gmail, YouTube, Search, etc, not to mention Google Glass itself, Google's clearly got its eyes on the wearables prize(s).
2. Apple. Most every major wearable and the apps that run it will interaction with your iOS and/or Mac device via apps and sites. Apple's iOS long ago hit critical mass and it won't be losing it anytime soon.
3. Oracle. All those apps and all that data and information will be increasingly complex to manage. Oracle's database is the de facto standard and best of for handling that kind of mess.
4. Sandisk. There will always be demand for local storage and the amount of storage demanded by these apps, smartphones, and wearables of the future will be huge. Huger than that. Ginormous.
5. Intel/Arm/Micron/etc. All those wearables will themselves require lots of chips, lots of processing power, lots of memory, etc.
The uses/marketplace/applications for wearables don't even exist yet. The fitbit and the Nike wearables you see around today are like 8-track players before anybody had even invented the Walkman. People like to live better, longer and easier lives. That's what the future of wearables promises to deliver. Get on board now before you look back in eight years and wonder why you didn't see it coming like the people on my Cody Cam didn't see the online video revolution coming eight years ago.
