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You could say that about literally any product. The most important factor that will determine success is the starting point. Initial conditions matter. I actually believe this a developer tool from start to finish. It will end of life a lot quicker than we expect. The real product is going to be lightweight glasses we wear all day. But when? How many iterations of the AVP to meet the developer needs for seeding this future product that might be 10+ years away?


> The most important factor that will determine success is the starting point. Initial conditions matter.

So, I don't know if I agree with this considering Apple has such a large cash cushion. They can easily make missteps the first few generations until they figure it out.

Early Apple Watches focused on luxury and personal communication with loved ones. But later iterations de-emphasized all that and pivoted to being a health and fitness band and some subset of iPhone features like cellular phone calls and texts (instead of the weird heartbeat sharing stuff we saw at launch of the 1st gen device)




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