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The author points out that Apple made their watch without a strategy, and let the market figure out what it is useful for. But then he says that Oculus has a p

The author points out that Apple made their watch without a strategy, and let the market figure out what it is useful for. But then he says that Oculus has a problem because they have a use case in mind for their VR. Maybe, but I think the real reason why they have to push mobile based VR is that it is the only kind of VR that has a chance to get to a critical mass of users, because of cost and ease of use. Without a critical mass of users, you can't have software developers creating products to figure out the good use cases.

r00fus 8y ago
Apple Watch was meant to usurp Fitbit's market and has succeeded. While Apple may have dreamed of killing the luxury market its clear they had designs on the fitness market, doubled down on the series 2 and kept marching forward.
- brlewis 8y ago
  Disclaimer: I work for Fitbit, but don't speak for Fitbit. According to the article below, an estimated 52% of Apple Watch sales in 2017 were Series 2 or earlier. So in 2017 the most appealing feature of an Apple Watch was a lower price. This is not a sustainable business model. You could find older Apple Watches during the holidays for $200. What Apple is trying to do, and I dearly hope they succeed at it, is to create a product so appealing that people will buy the latest edition at full price. I think such a success would take pressure off Fitbit's market. My personal opinion, though, is that Fitbit's product lineup in 2018 ia better positioned than ever to compete with deeply discounted Apple Watches. Of course there's the Fitbit Versa, but smart features are even getting into the basic tracker line with Charge 3 getting app notifications, and Charge 3 Special Edition getting NFC payments. https://investorplace.com/2018/02/holiday-apple-watch-sales-record/ https://investorplace.com/2018/02/holiday-apple-watch-sales-...

r00fus 8y ago

Apple Watch was meant to usurp Fitbit's market and has succeeded. While Apple may have dreamed of killing the luxury market its clear they had designs on the fitness market, doubled down on the series 2 and kept marching forward.

brlewis 8y ago
Disclaimer: I work for Fitbit, but don't speak for Fitbit. According to the article below, an estimated 52% of Apple Watch sales in 2017 were Series 2 or earlier. So in 2017 the most appealing feature of an Apple Watch was a lower price. This is not a sustainable business model. You could find older Apple Watches during the holidays for $200. What Apple is trying to do, and I dearly hope they succeed at it, is to create a product so appealing that people will buy the latest edition at full price. I think such a success would take pressure off Fitbit's market. My personal opinion, though, is that Fitbit's product lineup in 2018 ia better positioned than ever to compete with deeply discounted Apple Watches. Of course there's the Fitbit Versa, but smart features are even getting into the basic tracker line with Charge 3 getting app notifications, and Charge 3 Special Edition getting NFC payments. https://investorplace.com/2018/02/holiday-apple-watch-sales-record/ https://investorplace.com/2018/02/holiday-apple-watch-sales-...