For investors

Movement is the last unmeasured vital sign.

Heart rate, sleep, and steps are commoditized data categories. The quality of a movement — pressure, symmetry, joint angle — has no incumbent. Obi is building the sensor layer and the fusion model for that category.

$14B+
Global fitness wearables market
$45B+
Physical therapy services market
0
Direct fused-sensor competitors
3
Hardware SKUs, 1 data model

Market sizing shown is indicative, sourced from public industry reports — validate against current data before including in a formal deck.

Why now

Sensor cost, BLE ubiquity, and on-device AI converged.

Five years ago, five-zone pressure sensing at consumer price points wasn't possible. Today it is — and pairing it with cheap 9-axis motion nodes and on-device fusion models means a real-time, whole-body movement read no longer requires clinical-grade equipment or a data center.

The moat

Why this is hard to copy quickly.

Ground-truth data, not estimates

Competitors infer form from a single wrist IMU. Obi measures pressure, joint angle, and heart rate directly — a fundamentally richer, harder-to-replicate dataset.

Modular hardware, one fusion layer

Mat, Motion, and Pulse work independently or together. Every additional device sold makes the fused dataset — and the coaching model trained on it — better for everyone.

A wedge into a defensible clinical channel

Consumer fitness hardware is commoditized. Objective, insurance-relevant outcome data for physiotherapy is not — and it’s a market incumbents aren’t built to serve.

Competitive landscape

Where Obi sits.

WHOOP / OuraRecovery & sleep trackingNo form or pressure data — effort without technique.
PelotonContent & communityNo sensor ground-truth — motivation, not measurement.
Traditional physio devicesClinical-grade, single-purposeExpensive, clinic-only, no consumer or home channel.
Go-to-market

Starting narrow, on purpose.

Rather than launching simultaneously into consumer, studio, and clinical channels, Obi's beachhead is serious home athletes and independent physiotherapy clinics — the two segments where objective movement data solves an acute, current pain point. Obi Studio and Obi Corporate are sequenced expansions once the core sensing and coaching model is proven at the individual level.

Let's talk.

For deck requests, data room access, or diligence questions.