In this week’s episode we follow-up on Episode 15’s console discussion, and then dive into the Apple Watch introduction. We cover why we were disappointed in the presentation, and discuss the luxury market in Asia and why the Edition will cost thousands of dollars. And then we go back for seconds. And thirds.
(Note: There is a gap at around the 12:30 mark due to an editing error. We apologize)
Links
- Ben Thompson: Gaming and New Market Disruption – Stratechery
- Ben Thompson: Friction – Stratechery
- Ben Thompson: Apple Watch: Asking Why and Saying No – Stratechery
- Ben Thompson: Whither Liberal Arts? – Stratechery
- Benjamin Clymer: A Watch Guy’s Thoughts On The Apple Watch After Seeing It In The Metal – Hodinkee
Hosts
- Ben Thompson, @monkbent, Stratechery
- James Allworth, @jamesallworth, Harvard Business Review
Podcast Information
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
Notes:
Did Apple know what it was offering with the iPod? Yes. Tunes as a mass digital medium. Did it know what it offered with the iPhone. No. Apps as a digital medium did not exist.
Does Apple know what it is offering with the Watch? Yes. Payments and HealthKit. Money is a mass digital medium. Maybe the mass digital medium. But it’s lock up with intransigents, much like films and TV.
And health data, as temp, heart rate, blood pressure, exercise, etc., may be the ultimate mass digital medium. But it’s early days; we need lots of new sensors to develop the use case for a personal, wearable health monitor. I am dying to have one! he says ironically.
The difference is timing: Apple had a lock on tunes. And it got damn lucky with apps. In both cases, Apple jumped in front of a mass media parade at the right moment.
With the Watch, Apple is betting that it can deal with the wealth as content without becoming a money monger. With the health content, Apple hopes to help make it happen. Cus’ it will. Sensor will eat the earth.
Yes, it’s pushing rather than pulling. Cook figures that Apple can afford it. Maybe so.
As Kevin Fox tweeted today: “The original iPod sold for $400, required a Mac, and had a 10-hour battery.”
It ain’t the device; it’s what it delivers.
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