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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Replying to @IamDanielGonz @benedictevans
Daniel, thanks for asking. Agree that as when the Apple ][ was released it was said there was no fit to the Mainframe computer. A confluence of constituent utility was found in the first 10 years.Not the predicted checkbook balancer for—home it gave rise to something unpredicted.
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Daniel, additionally. We can talk about this theoretically. Or we can empirically observe the fact it is the fastest adoption of any technology. Perhaps those folks that purchased millions of these devices and the 11,000 folks at Amazon working on JUST ALEXA know—something?pic.twitter.com/bqg5hVDEOJ
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Brady Retweeted Jon Erlichman
There’s also this data; seems conflicting
https://twitter.com/jonerlichman/status/1073987286864293888?s=21 …Brady added,
0:50Jon ErlichmanVerified account @JonErlichmanNumber of households in U.S. that have a smart speaker: 2022: 66.3 million 2021: 57.7 million 2020: 47.4 million 2019: 36.0 million 2018: 26.2 million 2017: 15.3 million 2016: 6.6 million 2015: 800,000 Source: Forrester estimates Salesforce’s@ValaAfshar: pic.twitter.com/YzAohywOIZ1 reply 0 retweets 1 like
Brady, indeed. I have seen this also. I know they are not Val’s numbers. I have great respect for all he does. These numbers do not match what has been released via confirmed sources. For example if this was believed Best Buy and Target sold most #VoiceFirst devices in 2018.
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