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This is a fun little story.

At the time, Angela Ahrendts, formerly the Burberry CEO, had been hired as the SVP of Retail to replace the guy who left to go flop at JC Penny. What you noticed at the time is that Ahrendts tried to position things as luxury fashion items. This was the era when you had the ridiculous $10,000 Apple Watch Edition, Hermes straps and the like. This completely flopped.

They sort of scrambled after this inevitable failure and settled on it being a device for health and fitness. I think health monitoring in particular is a huge untapped market. A later version added an ECG. If they can figure out how to do blood sugar testing without a needle that will be absolutely huge for so many people.

Preventative care and passive monitoring I expect to become huge industries, particularly with aging populations. It won't be too many years before you see such devices giving you early warnings of a heart attack, for example.

From the outside it looked like Apple never had a clear goal for the Apple Watch on launch and just stumbled into it.



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