Consensus Is Still Underestimating Wearables
Last week, I traveled to Apple Park to take in Apple’s “It’s Glowtime” event. Apple unveiled a long list of HW and some SW updates across the iPhone, Apple Watch, and AirPods lines. When considering the totality of the announcements and their implications, the event was the strongest September event Apple has put together in years. Among the top of the news items were Apple Watch and AirPods updates. The updates spoke to a tech subtheme in 2024: Wearables are gaining momentum, and consensus is still underestimating what is unfolding.
This year’s Apple Watch and AirPods updates could have been put into one of two buckets:
Become a member today to continue reading. Already a member? Sign in and read the full essay here.
Payment is processed by Memberful and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special bundle pricing is available for Above Avalon members.
Member Privileges and Benefits
Receive Exclusive Essays. The cornerstone of an Inside Orchard subscription is access to Neil’s weekly essays on the latest developments in the technology industry. Weekly essays are ~1,000 words and sent via email. Essays revolve around the following topics: technology industry analysis, business model analysis, technology’s impact on societal and consumer trends. Create a free profile to read a few sample essays.
Access Exclusive Private Podcast. Listen to Inside Orchard essays via an exclusive private podcast. After becoming a member, all previously-published podcast episodes become available in your favorite podcast player. Podcast episodes never become available to the public.
Inside Orchard Support. Play an active role in supporting Inside Orchard as an independent source of analysis and perspective. Inside Orchard is 100% supported by its subscribers.