More random thoughts on Fitness+

So that’s interesting, Apple unveiled Fitness+ today priced at ~$10 a month or ~$80 a year. Apple has roughly 100 million iPhone users in the United States. That figure doesn’t take into account, iPad users or whether Fitness+ will work on Mac OS Safari, but let’s stick with 100 million users in the US – it’s a nice round number. If Apple can convert just 6% of their install base, that’s almost half a billion dollars of incremental and recurring revenue.

Oh and by the way, the Apple Watch Series 6 now has an oxygen sensor which is already being tested to determine whether it can be use to detect early symptoms of Covid-19:

https://www.apple.com/newsroom/2020/09/apple-watch-series-6-delivers-breakthrough-wellness-and-fitness-capabilities/

Apple Watch + iPhone = Medical Device

The key takeaway for me is that it reaffirms the idea that Apple is getting into the healthcare business. That’s probably another trillion dollars in market cap waiting to happen.

A medical device that monitors my health and well being, that could detect early symptoms of Covid or other diseases – right on my wrist and in my pocket.

It’s like living in the future.

Apple is definitely building a Search Engine

In my humble opinion, Apple is definitely building a search engine. Much has been written about the updates to Applebot’s support page, but what I found most interesting was this job posting

Specifically, the use of the words Semantic Search and Knowledge Graph. Historically, SIRI search has more or less been a federated search engine that pulls results from other “search engines” including Yelp, Apple Maps, App Store, Wikipedia, and Google. Perhaps I’m reading too much into the job posting, but, my take is that Apple is building it’s own search index and Knowledge Graph.

Why wouldn’t Apple build it’s own search engine? Well, for starters, Google pays a TON of money to Apple to be the default search engine on iOS. But, over the past several years Apple’s services revenue and “other” revenues have significantly increased, thus making the money paid by Google, dare I say, expendable. Speaking of services…

The other interesting thing to think about is the upside for Apple. Apple wouldn’t be trying to build a search engine that competes with Google, in the sense that, Apple is not trying to sell ads. Apple makes money by selling iPhones, iPads, accessories, Macs, and services, which now include Apple Music, TV, and News. So, why does that matter? Apple doesn’t need to or want to sell your data to advertisers, which is why Apple is able to take such a strong position on data privacy. In theory, Apple’s search engine would be customized and personalized based on your search history, location history, news articles, podcasts, music, contacts, health, documents, emails, etc. and that information would ONLY be known to you and your devices – never sold to advertisers. In effect, an Apple (SIRI) search engine could make the ecosystem that much more powerful.

It’s like living in the future.

Random thoughts about fitness

It’s no big surprise that exercise equipment companies have benefited tremendously from the pandemic. During their most recent earnings call, Peleton reported that they ended the year with 1.09 million connected fitness subscribers – who pay $39 a month. Another 316,800 people paid for Peleton’s $12.99 digital (app) subscription which offers both live and on-demand classes. And that got me thinking 🤔 why is Nike giving away it’s content on the Nike Training Club app for FREE? And while we’re at it…

  • Why hasn’t Nike made a move to develop in-home exercise equipment or purchase a company like Mirror – who was recently acquired by lululemon?
  • Where are the Nike “MasterClass” workouts that offer tips and instruction from notable world class Nike athletes?
  • There’s a CrossFit on every corner, but, where are the Nike branded gym facilities with huge murals of Lebron and Air Jordan on the walls along with licensed and certified Nike instructors? The gyms would, of course, also double as stores to try out and buy shoes, clothing, and equipment.
  • And what better way to finish a workout by drinking a Nike chocolate protein shake to help promote recovery.

Perhaps it’s a bit of a reach, but it occurs to me that Nike could send it’s stock into the stratosphere by building a recurring revenue model through content, gyms, and personal training. Shoes, Clothing, Equipment, Nutrition, why not push into every stack in the vertical? How is this not already a thing? I’m over-simplifying, but, I do think there’s a tremendous opportunity for Nike in a post-pandemic world.

Sports and Data Nerds Rejoice

https://www.nhl.com/news/puck-and-player-tracking-intrigues-nhl-coaches/c-304225886

How cool is this? More than 20 years after FOX introduced the Glow Puck and comet tail, the NHL is embedding sensors in players and pucks to enhance the fan experience AND collect data to aid coaches.

Taken to its inevitable conclusion, can you imagine being able to see (in real-time) the heart rate and speed of a player after blocking a shot with his ankle? Is he skating slower? Is he gutting it out and playing in intense pain?

The X’s and O’s aspect of this concept will also undoubtedly have a huge impact on the game. Every play, pass, position on the ice, shot, goal, etc. will be recorded and analyzed to identify trends, patterns, and opportunities. For example, coaches will now be able to see (in real-time) if there’s a matchup that can be exploited to try and gain advantage on the ice. Apply this same idea to football and you’ll be able to (in real-time) know that by shifting the formation you’ll be able to get your ‘Z’ wide receiver matched up against the nickel corner who is running 2mph slower than usual.

Ha, maybe they’ll start putting energy meters above each player like in video games.

It’s like living in the future.

Random thoughts on Inertia

Same story, different year. It seems like every year I lament that fact that I don’t write enough. And every year I try to do better. This is me trying to reboot the writing engine…again.

It’s strange how I somehow manage to ignore the things that have proven to make me happier, healthier, more productive, and less stressed. I don’t read enough. I haven’t run a race in almost two years. I haven’t posted a blog in almost a full year. I don’t meditate every day like I should. I definitely don’t floss everyday like I should. And I often ignore my productivity tools even though I know they’ll help me get more done.

Maybe it’s human nature. Maybe it’s just laziness.

But you gotta try, you know. Just keep pushing. Do it once today. Once tomorrow. One more day after that. The funny thing about inertia is that it works in both directions.

Free Parking for BMWs?

BMW acquired Parkmobile

That’s interesting man. It turns out that the Parkmobile app is already integrated into BMW’s infotainment system. I mean it makes perfect sense. Sooner or later you’re gonna need to find a place to park your B’mer. So you gotta wonder:

  1. Will BMW offer free parking (credits) for its drivers?
  2. Will BMW start acquiring garage management companies?
  3. Will BMW buy/build their own strategically placed parking structures to accommodate a future of self-driving B’mers?

It’s like living in the future.

Random Thoughts on Boredom

A thought occurred to me the other day…

Maybe it’s good to be bored

Remember when you were a kid and you thought you might literally die of boredom? What if that was a good thing? What if boredom was critical to our childhood development…and as an adult, what if it still is?

Of course, the problem today is that I have more Apple devices than I have perishable food items in my fridge. Always on. Always connected. Always Addressable. But never bored…and maybe that’s a bad thing.

I took my mom to the dentist yesterday and as I was waiting room, I tried something. I put my phone in my pocket and I stared out the window – into space. I allowed myself to become bored. In doing so, I think I allowed myself to be the unwobbling pivot at the center of an ever-revolving universe; to be still…

Now I’m bored, time to go watch the rest of Stranger Things 2 😉

Random thoughts on Google Search

I was just thinking that I ought to be able to raise my camera (iPhone) and ask a question like “where am I?”. GPS is never going to be perfect and signals bounce off buildings so what if you could combine GPS with a visual input to determine location? I can also imagine something basic like pointing my phone at a car and asking Google “What kind of car is that?”. Last but not least I can imagine pointing my phone at an insect bite and asking “Should I go see a doctor about this?”. That would be cool…like living in the future.

Random Thoughts about Living in the Future

Someone tweeted the other day that in the not too distant future people might say (when referring to cars) “I can’t drive this, it’s a manual”, but they’ll be referring to the steering wheel and not the transmission. And that got me thinking…define future. A year? Five years?

After a childhood spent reading Popular Mechanics, I had become jaded after the vision of the Year 2000 failed to live up to expectations. But lately it seems like “The Future” is finally arriving and more importantly it’s accelerating. I have “nephews and nieces” who range from one year to twelve years old and I keep wondering which of them is going to be able to, need to, or want to operate a motor vehicle. Potentially none of them. Even if Level 5 autonomous vehicles are still a few years off, Uber/Lyft is here to stay.

I also think about the next generation and what their interactions with technology will be like. Every other tech article is about “AI” or “ML” and Intel claims to have built a 17-qubit processor. Okay it has to operate at almost absolute zero degrees, but it also wasn’t that long ago that my computer took up half my desk – now it fits in my pocket (sort of).

What will their buying habits be like? I’m guessing they won’t go to malls. I’m guessing they’ll just buy everything on Amazon, and I mean EVERYTHING including prescription meds, liquor, homes, repairmen for the homes, food delivery, and even Cars…assuming car ownership is still a thing in the future. Either way, I hope cars fly in the future.

Grace Hopper Celebration of Women in Computing

Yext is a proud sponsor of the Grace Hopper Celebration of Women in Computing. We are excited to provide sponsorships for students to experience the world’s largest conference for women in technology. The Yext sponsorship is designed to identify and support extraordinary rising college juniors (Class of 2019), seniors (Class of 2018), and graduate students who are preparing for a career in the Technology sector.

Future Software Engineers, Product Managers, Project Managers and UX/Visual Web Designers are encouraged to apply!

https://boards.greenhouse.io/gracehopper2017/jobs/693784#.WUdZ0caZNE5