The Short Version
Apple delayed its AI health coach past the watchOS 27 launch, while glucose monitoring shifted to a new engineering lead and Amazon acquired Globalstar, which powers Apple Watch Ultra 3 satellite connectivity.
According to Mark Gurman’s latest "PowerOn" newsletter, Apple will be shipping watchOS 27 without the AI health coach that we've heard rumors about, which gets delayed to later in the iOS 27 cycle, meaning users wait longer for the one feature that could actually compete with Oura and Whoop. Those two companies have built simpler, more focused health devices that Apple Watch users are choosing instead. Polishing what already exists is a reasonable call until a rival starts winning your customers.
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