I suggest it doesn’t matter whether Apple Watch 1.0 is too expensive, too ugly, too big, too heavy, or all of the above. I suggest that what it does is send a s

I suggest it doesn’t matter whether Apple Watch 1.0 is too expensive, too ugly, too big, too heavy, or all of the above. I suggest that what it does is send a signal to the market that watches are just like phones. Which means, that they will take over all the functions that hitherto required more portability than offered by a phone. Maybe Apple Watch 3.0 will do it. Maybe Pebble. Maybe Swatch. Maybe a company we haven’t heard of yet. But the Watch establishes that single-purpose wearables have to be extremely specialized to survive. I conjecture this drives consumers towards “safe” choices, companies they perceive to have good potential to survive the shakeout. And behind the scenes, it does the same thing to companies. So I agree that there’s opportunity to compete with Apple Watch. But I am bearish on dedicated fitness trackers.