We are in the midst of a massive mindshare bubble involving stationary smart speakers in the home. Episode 113 is dedicated to discussing stationary smart speakers powered by digital voice assistants. After going over my Amazon Echo sales estimate, we look at why certain companies are placing big bets on stationary smart speakers and why there are already signs that the rosy and optimistic narrative facing the product category is off. The discussion then turns to the three distinct possibilities as to the stationary smart speaker's future. We end with how smart speakers ultimately end up competing with wearables. Receive my analysis and perspective on Apple throughout the week via exclusive daily emails. To sign up, visit AboveAvalon.com/membership.
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