Summary: Episode 84 is focused on analyzing the smartwatch industry. Apple is consolidating power within the smartwatch industry at an alarming rate. We begin with a refresher as to the motivation and rationale for smartwatches in a smartphone world. The discussion then turns to smartwatch industry sales data with a closer look at the winners and losers. Next, we go over the four factors that best explain why Apple Watch is the best-selling smartwatch. The episode concludes with my thoughts and observations on new developments that will impact where the smartwatch market is headed. To become an Above Avalon member, visit AboveAvalon.com/membership.
