More on AirPods Becoming a Platform, Apple Owns the Wireless Headphone Market, Whoop vs. Fitbit
Today's Above Avalon daily update includes the following stories:
More on AirPods Becoming a Platform
Apple Owns the Wireless Headphone Market
Whoop vs. Fitbit
We kick off today’s email with additional comments on the newest Above Avalon article, “AirPods Are Becoming a Platform.” In particular, we discuss one of the best ways to add context to AirPod sales and how I’m thinking about AirPods sales going forward. The discussion then turns to Apple having complete control over the wireless headphone market. We conclude with my thoughts on Whoop, a membership-based wrist wearables company. Whoop is the kind of company that Fitbit wanted to become one day. The email goes over the three big obstacles Fitbit would have faced pivoting to a paid membership model.
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