Amazon Working on Better Echo Speakers, Smart Speaker Innovation, Estimating Amazon Echo Sales

Today's Above Avalon email includes the following stories: 

  • Amazon Working on Better Echo Speakers
  • Smart Speaker Innovation
  • Estimating Amazon Echo Sales

We kick off today's email by going over the recent Engadget report regarding Amazon working on a new Echo device with a better design and speaker system. We use the report to dive into a deeper discussion about innovation in the smart speaker space. The discussion covers my current position on a number items regarding stationary smart speakers and microphones, voice interfaces, and where wearables enter the discussion. The email concludes with my estimate of how many Echo devices Amazon is selling. We go over my methodology and the thought process behind my sales estimate. 

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