The Most Important Thing Apple Needs To Get Right With The Apple Watch

In 1972, we had thought that the world was our oyster. Only 2 years prior, we had shown the universe that we weren’t tied to our lonely planet, and had placed our first footsteps on the moon. It was time for individuals to show the world that they too were part of the technology revolution. What better way to do that than to have a “smart watch” that demonstrated you were both fashion forward, and someone who embraced technology. Enter the Pulsar. At the time, it looked like it came right off of Buzz Aldrin’s wrist to yours. At a jaw-dropping $2,100 (around $12,000 in today’s dollars, which is shockingly close to the cost of the gold version of the Apple Watch), you got a solid gold watch with a single red LED display.


Flash forward to today, and if someone ask you to price a watch that looked like that today, gold aside, you would think it was in the sub-$10 range, and offered by Fisher Price as part of their “My First Watch” line. That said, the Pulsar launch was an important first step that helped lead to the creation of a digital watch marketplace that ships over 1 billion watches a year. I bring that history up because, next month, Apple is set to announce their first fundamental new product line under Tim Cook’s watch, and the world is waiting to see if Apple is the first player to crack the code in creating a must-buy reason that jumpstarts the smartwatch category. From the outside, the playbook looks like this:

  • Position Apple’s entry as a true luxury item,
  • Leverage the marketing skills of Angela Ahrendts to use this launch to help further evolve the Apple brand,
  • Link its launch to the revitalization of Apple’s physical and online retailing presence,
  • Deliver key functionality the complements Apple’s personal media consumption, payment, and health efforts.

The functions and experience that have been demonstrated show a bold step, in terms of non-verbal user navigation. That is important, because Android Wear hasn’t yet nailed that part of the whole wearable experience, and seems to have been somewhat stagnant and conservative on this front over the last 7 months, during a period where risk-taking should be the rewarded behavior. That said, here is what Apple needs to do to have a break-out winner:

  • Nail the whole voice-input, text-output experience
  • Make sure the entry-level purchases ($350) get a great experience, and also feel they too made a “luxury purchase”. $350 is well above most people’s purchase-regret tolerance level.
  • Deliver an adequate R1.0 battery life
  • Get the incredible Apple app ecosystem engaged to help find that “killer” experience.   The fitness and wellness category will be hard place to create that breakthrough, Apple-unique answer – it is already a crowded space, with decent products that start under $50.

Like any Apple launch event, it is fraught with rumors. Here are the latest mark-to-market rumors, and my view on whether they really matter at this point:

  1. Apple is disabling the health sensors, due to battery life issues (I don’t think that this is a reality, given how important it is in crafting a compelling reason-to-buy).
  1. The device will have a one-day battery life (high probability, especially given the latest news regarding a low-power time-only mode it will go into, when the battery reaches a low level. That’s not a deal-breaker, imho. Nobody in the space that’s driving similar hardware is rocking real multi-day battery life yet).

My biggest angst-creating issue, as someone whose whole family loves its Apple products, revolves around the voice input experience Apple will deliver. That is what I love most about the Android Wear watches I own. I call it “Always get an ‘A’”-wear for school children. (“OK Google, who was the 22nd president of the United States? What is the square root of 93? How do you say ‘The boy loves school’ in Latin”?). It is one of fun things I can demo to my friends that gets a great reaction from them. Siri is the heart of the whole Apple voice experience. It is as critical for Apple to innovate on the voice interface as it is to innovate at the hardware level. I am not sure they are “all in” on the voice front. Right now, most studies have Google’s and Apple’s voice experiences rated as a tie. Ties are not how you establish market leadership. As aggressively innovative the new UI of the Apple Watch is, I personally don’t want to rely so much on the touch and physical navigation elements of my watch. Voice is the input mode that makes my smartwatch experience shine. For Apple to win, that needs to include extending voice functionality to my favorite apps. I want to command Waze via the overall high-level device experience (the voice analog of the home page). Don’t force me to use voice to launch an app, and only then start navigating the app. Let me tell you which apps have permission to be part of that overall voice lexicon, and deliver a killer integrated voice experience. Wearable voice integration will be the battlefront, and there is a limited window where Apple can show real thought-leadership.

tim cook 1

At this point, Apple will ship what they have in the can for the April launch event. The goal is for them now is to make the Day 2-and-beyond experience a winner for those loyal, price-insensitive early adopters. That means lots more work over the next few months to make the Apple Watch really a winner. They have so many great things in their intellectual trophy case. Let’s hope that they rise to the challenge, and years from now, we will view the Apple Watch launch as a defining moment in the evolution of the man-machine interface!


About John

Founder,, Great Falls Ventures Prior Roles: CTO, Newscorp President, AOL Digital Services CTO, AOL CTO, Merrill Lynch
This entry was posted in Uncategorized and tagged , , , , , , , , , , , , , , , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s