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Question

Why did Will Ahmed switch WHOOP from a $500 device to a monthly subscription?

Answered from WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight · All-In with Chamath, Jason, Sacks & Friedberg · 2026-10-29

Will Ahmed told All-In that WHOOP launched to consumers in 2017 at a one-time price of $500. Over the next year the company saw that buyers kept wearing it for a long time but too few people were buying. A lower entry price on a membership let more people try it, which drove growth in 2018 and 2019 and turned WHOOP into a recurring revenue business. Ahmed says the bigger effect was cultural: the company now obsesses over existing members and ships new hardware only when it is a real step up.

Source: our own transcription of the episode. The full conversation is on All-In with Chamath, Jason, Sacks & Friedberg (2026-10-29). Read the whole episode summary →

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