Transcript (en)

Yeah, this was a real hole in their ecosystem for a while. And if Apple wants to pull people from the Amazon and Google home ecosystems, they needed something like this. Now that I've spent some time with it, though, and I've digested everything, I actually don't think this first offering is very convincing. And I've been living with this for all day, basically, and I cannot figure any group that this is actually ideal for. Like maybe, okay, I guess in theory, the complete casual who doesn't really care about the price and just kind of likes that it's in the Apple ecosystem and the couple interesting features of it connecting to the iPhone, that makes it cool, then sure, fine, I guess. But for like the super bleeding edge smart home enthusiast who already has a bunch of smart lights and is like ready to go all in with a smart doorbell and a smart thermostat and a smart home, well, this ecosystem is still dwarfed by Amazons and even Googles. And the value proposition of the display product that lives in your kitchen is not that different between them. So I just imagine anyone who gets this after like the first two weeks when the novelty wears off, it's just gonna be reduced to that LCD square attached to a speaker that lives in the corner somewhere. Once in a while, you ask it for some music or for a timer or you ask Siri some stuff. It's fine at that, but it doesn't really bring any extra value on top of that, that's convincing me that it's worth the extra price. So yeah, my first impression is I think it's a skip for most people. But maybe the second generation at some point when it comes out can be more convincing. We'll see.