Tag
#wearables
11 entries
tools
IoT & Connected Devices — 2026 Predictions and Outcomes
“Smart glasses in 2025 are where smart speakers were in 2017 — the breakout product everyone's heard of but only one in four households owns. The chasm crossing happens in 2026.”
Jan 08
tools
IoT & Connected Devices — 2025 Predictions and Outcomes
“The flagship category creators of 2024 (Vision Pro, AI Pin, Rabbit R1) all sold under 500K units. The quiet success (Ray-Ban Meta) sold 2M+. Glasses won. Headsets and pins lost.”
Jan 08
tools
IoT & Connected Devices — 2024 Predictions and Outcomes
“The AI hardware category in 2024 is going to learn the same lesson the AR glasses category learned in 2016: shipping a sci-fi product without a real use case kills the funding round and the company.”
Jan 08
tools
IoT & Connected Devices — 2023 Predictions and Outcomes
“The phone is mature. The watch is mature. The next interface is the one you put on your face — but 2023 is the announcement year, not the ship year.”
Jan 08
tools
IoT & Connected Devices — 2022 Predictions and Outcomes
“AirTag stalking is the first real proof that a $29 IoT device can change real-world human behavior. Privacy is now a product feature, not an afterthought.”
Jan 09
tools
IoT & Connected Devices — 2021 Predictions and Outcomes
“When the world got smaller in 2020, the home got smarter. Cumulative smart-home device counts in US households roughly doubled in 12 months.”
Jan 08
tools
IoT & Connected Devices — 2020 Predictions and Outcomes
“The smart-home thesis of 2017 was 'voice everywhere.' The thesis of 2020 is 'the body wearing 4-6 sensors at once.' Both are correct, three years apart.”
Jan 09
tools
IoT & Connected Devices — 2019 Predictions and Outcomes
“The smartwatch became a medical device in 2018. The earbud is next, and the ring after that. The body is the platform everyone's racing onto.”
Jan 07
tools
IoT & Connected Devices — 2018 Predictions and Outcomes
“If you bought a smart speaker in 2017, you bought an Amazon device. If you sold a $35 smart speaker in 2017, you sold Google Home Mini. Apple sold the *idea* of a HomePod.”
Jan 08
tools
IoT & Connected Devices — 2017 Predictions and Outcomes
“The home of 2017 has 14 connected devices in it. Twelve of them respond to your voice. Two of them are still apps.”
Jan 10
tools
IoT & Connected Devices — 2016 Predictions and Outcomes
“The smart-watch market in 2015 was a fashion show with a wrist-sized computer in it. In 2016 it becomes a category.”
Jan 08