There’s been a lot of reporting in recent months around Apple’s efforts to expand its footprint in customers’ homes with in-development products like a
I don’t doubt apple’s ability to make this work well. I do doubt that there is more than a niche market for it. I also think it’s boring, and for some reason, I still expect apple to do better.
Well no, it’s not enormous, but Amazon is selling a couple million ring doorbells a year, and a couple million more of their cameras.
It’s a sufficiently large market to hop into, especially if you can make a product that’s easier to deal with from an ecosystem perspective than the incumbents, which isn’t something I’d ever bet against Apple managing to pull off.
I don’t doubt apple’s ability to make this work well. I do doubt that there is more than a niche market for it. I also think it’s boring, and for some reason, I still expect apple to do better.
Well no, it’s not enormous, but Amazon is selling a couple million ring doorbells a year, and a couple million more of their cameras.
It’s a sufficiently large market to hop into, especially if you can make a product that’s easier to deal with from an ecosystem perspective than the incumbents, which isn’t something I’d ever bet against Apple managing to pull off.