Apple Watch

“There's like two main things that I think I'd come up with. One, building around the iPhone. Taking that moat and just building so much around it. AirPods, Apple Watch, Just extending that ecosystem to so many things. And then I think the operations and becomi…”

“Apple had one that was just so big with the smartphone, The challenge for them was they did well with tablets and they did well with earbuds. They're doing well with the watch, but those weren't big enough to move the needle.”

“It's one of those things that it's a signal that this is a high quality app when the developers invested in a lock screen, home screen, or an Apple Watch widget.”

“What we've learned Is not to bet on these very new products, because you really never know if they're going to work. So it's not that Apple Watch didn't work. Apple Watch ended up working, but what didn't work was apps on Apple Watch. There's just. That's ju…”

“So we found out that all of the podcasts hosted on Substack you cannot play them on an Apple Watch.”

“And so instead of charging it every day like an Apple Watch, or every three days like an Aura Ring, you only need to charge once every 90 days.”

“It was the best thing to ever happen to Rolex, Audemars Piguet, Patek, etc.”

“The Fossil Watch stock went down 99% since the Apple Watch came out.”

“The Apple watch you're limited in like, you don't, you can't set the gain. You can't change the sample rate. There's just a very limited framework support for doing anything with audio.”

“For example, again, you have Apple watch, for instance, they don't sample your heart rate as frequently as let's say a whoop. So in terms of sampling whoop has the highest sampling rate and that's why it's most accurate.”

“Parents didn't want to give their kids phones for obvious reasons and so the compromise position was an Apple Watch. And the thing that Apple Watch has is, like, obviously, like, the screen is, like, it's really hard to do anything on the screen, so kids just …”

“I think the settlement will be iMessage releases. They allow the thing about the Apple Watch.”

“For example, you can actually pick up Parkinson's responses using the Apple Watch. The issue is that by the time you pick it up at the hands or through walking metrics, your brain's already been dealing with it for the past 10 years. And so with the brain, you…”

“They've kind of done what they did with the watch. And what they did with the iPad, which is make a list of 20 possible things that might work, try all of them, and then later on we'll double down on what works.”

“Lambda actually has fewer sensors than my watch. My watch has a lot of sensors and lamb doesn't really have anything sensing the real world, except for its linguistic input.”

“Yes, I think they believe it, but they're also positioning themselves as a privacy company because they're selling car products where privacy is a big deal. The watch, the credit card, and of course, if you're wearing a pair of glasses that's got a pair, a clu…”

“Well, I'm basically, I'm down from six hours a day of screen time to two, just over two hours, and I'm basically just, on random days, I've just been taking my Apple Watch, so if I have a Zoom call or something, I'll take my phone, but if I don't, I'll just br…”

“Six years ago a schizophrenic guy in my city thought that because we worked with Apple, we had the Apple watch before the Apple watch came out. He thought we had the Apple watch plans and he showed up in our office in like a super manic state quivering and lik…”

“People look and say, well, they haven't really announced anything new since the watch, and the watch wasn't a big deal, except a hundred million people have the watch.”

“If you looked at the Apple Watch that was announced at that time, I think everyone will admit, maybe even Apple, that it was a product that didn't quite know what it was supposed to be used for. So, with the launch of the first Apple Watch, I don't really thin…”

“In a period, in a very short period of time, our tracker business fell by eight hundred million dollars in, in revenue. And, you know, at the time, at our peak, we were doing about 2.1 billion. In revenue. So, we had an eight hundred million dollar hold.”

“But all of a sudden now, there's gonna be a whole industry that's like, wow, that, That giant thing like the size of a cereal box that monitored your heart rate might not be the best way to solve this problem. And it will benefit from the technology, but also …”

“And what Apple is able to do is the bet that they've made is that we have a platform that's made up of a set of APIs, a Unix operating system kernel, these ARM chips that have all of these sensors and capabilities. And it turns out the thing that they do uniqu…”

“The technology underneath it is an OLED screen, and the chip That's driving it, apparently, is actually Apple Watch, basically.”

“And so potentially at the point that the watch gets LTE, then you can You go out all day with the AirPods and the watch and Siri. That feels like that's a couple of years away, maybe.”

“So it can't be like your only device. And so it's, you know, from a cynical point of view, its purpose is to drive repurchases of iPhones.”

“There's a rule, there's a law of physics problem in putting a cellular radio in there, or, and the battery to power cellular radio. And so that will take a lot, that will take a lot longer, I suspect.”

“That feels to me a bit like the gold Apple watch. It's like, that's not the thing to focus on. It's an interesting piece of marketing.”

“Well, the first thing that occurs to me is that it's not a smartwatch.”

“And so asking, you know, what are the core use cases for this? Slightly misses the point, because it's not the one thing that you will own that fills this void in your life, the way a smartphone did, or a PC did.”

“The apps tend to loop, a lot of the apps remind me of, like, using a J-Me feature phone app in 2006, where, like, you'd squashed way too much stuff down onto that screen, and I think the stuff that really works is when it's just one thing that's almost, like, …”

“The wave of skepticism is really fixated on this, to me, on this notion that the watch needs to do everything the way that your phone did it. And so, like, that, that problem is that is never how a new device category evolves. Like, in fact, it, by definition,…”

“Here are five new trending terms in Twitter, which is the thing that the Twitter app is sending me, which is completely worthless.”

“The watch is, is not a, it's actually a surprisingly good consumption tool, considering the form factor, and I remember I tweeted, like, it feels like the first time I got a Blackberry. You stare at this little pager thing, and you're like, there is no chance …”

“You can't really project where the whole social norms are going to be. And like when laptops first came out, we had big fights about like whether it was appropriate to bring them to meetings or not, because it was super clear you were focused on whatever was g…”

“I found walking directions to be almost like a kind of a superpower, because instead of walking, if you imagine walking down a street, a crowded street in Manhattan, you know, and you don't know quite where you're going, and you keep pulling your phone out to …”

“The one thing I will say that's going to be magical is how Apple Like, evolves, their historic way of doing things has been to tether them, and then untether them over time, and so what I think is going to be interesting to see is if they can untether the watc…”

“A thousand dollars for a polished stainless steel watch with a woven metal bracelet is, or a high quality leather bracelet is perfectly normal, perfectly part of the course for that kind of product. In fact, it's probably better quality than what you get if yo…”

“Again, Google Glass didn't do anything that you couldn't do with a smartphone but, you know, it kind of tried to do it in a different way. And so does the watch but without all the kind of the glass hole problems of the sort of imposing the screen between you …”

“And then the watch again, it's another step in abstraction, and it's another step in the importance of delight over feeds and speeds.”

“What you're also, I think you're also seeing is this kind of expansion into areas where it's not something that everyone will have. It's just a delightful, pleasing product. That many people will have.”

“So you're never, you're not going to see watch that works with an Android phone, right? Like, they're just not going to do that.”

“They've shown that the missing piece is not more hardware, but is software. The missing piece is artificial intelligence and gold standard data sets that can take what the Apple Watch can do, And make high quality predictions.”

“Using that exact same data, they were able to predict whether you had sleep apnea. They were able to predict hypertension. And these things, traditionally, you'd have to have dedicated medical devices for. But just off the heartbeat data, we can predict whethe…”

“Using the data that comes off in Apple Watch, they can predict whether you're having one of these abnormal cardiac events.”

“So we actually started on the Apple Watch. I think we're the first company that went all in wearable first, and so over the last year, we built out the suite to be on the phone, on the desktop,”

“When Apple released the Apple watch, they came to us and asked us if we would consider putting our SOS meditations, you know, these short form two minute meditations for when you've, you're having some kind of crisis and just really need to sort of very quickl…”

“We're looking at opportunities for customers to opt in, and provide us that data, so that we could then go ahead and provide them some benefit as well. But we have not progressed to that fact. It's still on the drawing board.”

“Through our own referral program, we pay 25 dollars if you refer a scheduled demo. So if someone schedules a demo and completes it, then we'll give you a 25 dollar gift card. They become a customer. We'll give you an Apple Watch or you know, 500 dollars. So li…”

“I think V-one of all of these products aren't particularly ready for mass, right? I think that's true of the Apple Watch. I, you know, I still, even anecdotally talking to people who have it, a lot of them aren't using it anymore. Some of them love it. It's ju…”

“So current version Not gonna fly, but very confident about future versions, including a front-facing camera, glucometer, you know, some form of mobile connectivity data connectivity, local processing, all those things I think if they're in place, it has a lot …”

“Success. I recently spoke with a realtor who has just bought an Apple Watch, and she was singing his praises on how he's changed her life, and making her less dependent on her phone, and leading to much better client interactions.”

“My personal view, I would say version one is going to be rubbish, but still sell a lot. And version two will be much better and a big success.”