why aren't all 17 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Not publicly verifiable
Steve Jobs Pounded MacFarlane's Chest, Threatening to Sue Sonos Out of Existence
“He walked right up to me and pounded on my chest and said they were gonna sue us out of existence for having a scroll ring on our remote.”
Insight
Startups Only Compete Against a Tech Giant's Specific Division
“You're not really competing against the whole company. You're competing against the section that's making a competitive product.”
Opinion
Legacy Hardware Incumbents Assigned B and C Teams to Home Audio
“So the traditional audio market that you're mentioning, we didn't really view them at all in the same way. Mindset is us. While they did fill the home with music, they just, you know, it was usually the B or C team TVs were much more popular, home theater rece…”
Opinion
Apple Has Brand Permission to Dominate Home Audio but Deprioritizes It
“I think Apple of all those brands has the brand permission to do a great home music experience, but they've got so many other things to do. They haven't really done that.”
Insight
TiVo Failed by Refusing to Choose Between a Product or Service Model
“TiVo was a great company, but never decided, was it a product? Was it a service? Which is it? Is it both? And as the idea becomes mainstream, you've really got to do that and dive deeply. And the companies that survive do that well, and the companies that don'…”
Assertion Not checkable as stated
Major 1990s Software Giants Refused Internet Sales Over Channel Conflict Fears
“The folks that kind of were the gatekeepers at the big software companies at that time, Microsoft, Borland, Lotus Weren't interested in selling their software over the internet. They were more worried about hurting their sales through the conventional channels…”
Insight
Cloud Music Adoption Required Incremental Hardware Stepping Stones Like the iPod
“For example, you look now at the cloud services. They were out the same time we really got started, and it was a wonderful thing, but people could not get their heads around getting their music out of the cloud. It was, it took a lot of incremental change, lik…”
Insight
Hardware Companies Are Never Truly Well-Capitalized Due to Inventory Constraints
“You know, you talk about being well capitalized you're never well capitalized as a hardware company, so.”
What-if
Releasing the 2004 Sonos Prototype Would Have Killed the Company
“In retrospect, it wouldn't have made any difference, and we would have killed the company had we released The quality of product it was at that time.”
Prediction Not checkable as stated
Voice Assistants Were Too Early; Breakthrough Will Come With AI Integration
“In my view, the voice assistants still, you know, their time is coming. I think they were just too early. Like now you see the startup companies trying to integrate voice assistants with the AI stuff. And do I believe in that? Yes. You know, is that 10 years a…”
Disclosure
MacFarlane Left the Sonos Board to Avoid Micromanaging His Successor
“I didn't want to be in a position where I was second guessing what Patrick was doing. I mean, when I left, I didn't stay on the board because who wants to have the founder of the board sitting on the board of the company that you're running.”
Insight
Failing to Deliver Wireless Audio Radically Shrinks the Consumer Addressable Market
“If you didn't deliver an experience wirelessly, you just weren't, you shrunk the market tremendously”
Assertion Supported
Sonos Initially Relied on Ripped MP3s Before Streaming Platforms Emerged
“It took time until the services like Rhapsody or Pandora, you know, could really express all that was available. And that was really when it opened up for Sonos, but initially it was your ripped music collection.”
What-if
Sonos Would Have Shut Down Without Early Mesh Wi-Fi Success
“And that, that was a big effort which had we not been successful, we probably would have stopped doing it in the early days.”
Assertion Supported
MacFarlane: Purchased iTunes tracks could not play on Sonos due to DRM
“Well, that's where it got a little complicated because iTunes had that digital rights management. So if you bought an iTunes track, you couldn't play that. But if you used iTunes to play your ripped music, you could.”
Disclosure
Sonos Anticipated Apple, Amazon, and Google Would Enter the Audio Market
“What we were worried about is that Apple, Amazon, and Google would ultimately get into this space, and they understood software clearly they had a global footprint, They could do an amazing job, so we knew down the road we would compete, be competing with them…”
Assertion Not checkable as stated
The First Song Played on Sonos Was the Beastie Boys' "No Sleep Till Brooklyn"
“That's all true. It just fit. These were the first units that were fully assembled. We had a room that had the Quality Assurance team in it, and they were really trying to beat it up, and I thought that was the appropriate song, because they had a lot of work …”