Inside Orchard Essays
The cornerstone of an Inside Orchard membership is access to Neil’s weekly essays on the latest developments in the technology industry. Essays are 900 words and sent via email on Thursdays. Essays revolve around the following topics: industry analysis, company / business model analysis, technology’s impact on societal and consumer trends. Sample essays can be viewed here, here and here.
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Consensus Is Still Underestimating Wearables
While Big Tech finally understands wearables are a thing and they need to have an answer for it, there isn’t widespread realization of just how big the revolution is trending.
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:
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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.
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