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> Apple’s emphasis on fashion and Pebble’s on productivity and third-party innovation were costly detours—the smartwatch market is rooted in health and fitness.

Over the last few years, I noticed store catalogs giving much space to fitbit, and little to pebble (or apple watch).

Perhaps this is a crude exoscope, for viewing outside the bubble/RDF? Like Buffett observing people still actually using American Express, outside Wall Street's gloom.

Those catalogs now include iPhone 5s and Samsung Galaxy S5 alongside the flagships, suggesting "good enough" and flagships have overshot...

Where will the tech, talent and investment go, if smart phones and watches are good enough, and VR/AR is a wash?



> Where will the tech, talent and investment go, if smart phones and watches are good enough, and VR/AR is a wash?

Cloud services, I guess? They seem to be doing well enough to last until the next "big thing" comes along.




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