I do not think smart speakers have product-market fit. Or more precisely, I think the fit they have found is not one that gives Amazon or Google any great strategic benefit
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Very reasonable; not to many other choices for a "clever" and "easy" holiday gift, especially given of the modest price range. Great business all around, but I'd say that only 30% of "The US population" will be "DAUs" by 1/1/19.
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Great points! Jeff is a very long term thinker. It will be very invigorating to witness what he does with this new network and what effect it will bring about. I have some insights, observations as theories but can say it is not an accident.
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