Pebble vs. Apple: David and Goliath this ain't

LinkedIn Influencer John C Abell, published this post originally on LinkedIn.

The new Pebble is already a winner.

By this time next week Apple will have, once again, sucked all the oxygen out of the room.

Next Monday, at one of the company’s time-tested high-profile events, we’ll all be attending the coming out party for Apple Watch.

But this week, the smartwatch news is all about Pebble, which can reasonably claim to have energized the space three years ago in a very Apple way: Exploding onto the scene with a breakthrough device someone else thought of first.

Pebble returned to Kickstarter last week in a bald attempt to capitalize on the smartwatch buzz created by Apple’s imminent entry into the space with Pebble Time, a sportier model with a new approach to notifications it calls Timeline. They’ve promised a month of news, timed to the 30-day campaign, which includes today’s reveal of — surprise! — an upgrade option to Pebble Time Steel, a steal at only $80 more than the (long since taken) $170 batch. (Yes, I’m in. Again.)

Pebble and Apple isn’t David and Goliath, at least not as far as Pebble CEO Eric Migicovsky is concerned.

“Whether delusional, manically focused or simply well-rehearsed, Migicovsky chose to view the Apple announcement as a plus for Pebble,” Steven Levy writes in Backchannel.

“It’s pretty incredible to see the world’s largest company come into the watch space,” Migicovsky told Levy. “It’s validating something I’ve known for the last six and a half years — that the next generation of computing will be on your body.”

What is undeniably true is that Pebble has sold more than one million watches in three years, and eight days into a 30-day Kickstarter campaign, has sold another $16 million worth. With that, the company has reclaimed the title it first took with the original Pebble as the most funded Kickstarter project ever.

So, there is that.

I first took notice of Pebble in my Reuters column when they broke all records on their first Kickstarter campaign, in April 2012:

A Kickstarter project for a device you wear on your wrist, but that needs a smartphone to do anything really interesting, has raised more than $5.3 million in eight days. This is far and away the most anyone has ever raised on Kickstarter, and it’s happening – with a gadget in a category that has a pretty dismal track record – at a sales pace that would make even Apple sit up and take notice.

As much as I like to dine out on those last words, I’m not really sure Apple did “sit up take notice” as much as it might have already been working on the idea for quite some time.

The smartwatch has all the earmarks of the sort of device-that-time-forgot Apple often manages to turn into something relevant. Microsoft had tried and failed with it a decade before the first Pebble (note the similarities to the tablet, which Apple reinvented a decade after the Redmond giant tried to market its own). Various kinds of smartwatch have been around ever since, getting little love. Even Pebble was going nowhere fast as a developer of a device tethered to Blackberry phones, which were about to fall off a cliff.

What changed? Two very important, intertwined things.

Smartwatches were originally conceived of as stand-alone devices. The limitations are now pretty obvious, chiefly the tiny screen. Remember, though, at the time of Microsoft’s SPOT, screens on mobile phones were also pretty tiny.

But they didn’t do all that much. Unlike the Dick Tracy device people of a certain age remember fondly, you couldn’t even talk to anyone with it. I mean, we KNEW that watches were communications devices in the early 1960s. So why aren’t they in the year 2002?!

The Apple launch event. Photo: Getty

Apple went a long way towards setting the stage for the emergence of the smartphone as must-have mobile device in 2007, with the first iPhone. Among the new features was a ginormous screen, which made activities like web surfing credible on a mobile device.

So successful was the smartphone that it created a new version of a problem futurist Alvin Toffler had identified in 1970: information overload. Hardcore techies, like Gigaom’s Mathew Ingram, would soon argue that you should choose a smartphone based on how well they wrangled notifications above all other features.

And that was the new opening for the resurgence of the smartwatch. The trick, from my perspective, is to avoid mission creep. It is to remember that the opportunity lies in extending the utility of the smartphone, not replacing it.

But the existential question about whether smartwatches are a mainstream consumer item is valid. Notification management is pretty hardcore.

One new use case: There are unique health monitoring opportunities for something strapped to your wrist. Pebble steals a little of that thunder today — surprise! — with a reveal of the smartstrap, which can “contain electronics and sensors to interface directly with apps running on Pebble Time.”

That is another open invitation to developers, who have already flocked to the Pebble platform in very respectable numbers — 26,000 have written 6,000 apps.

Apple may bury Pebble, or its entry into the smartwatch space might lift all boats — even Android, whose fans will tell you already boasts a range of excellent choices with features Apple will reinvent, or steal, depending on your point of view.

So, for a smartwatch aficionado these are exciting times. If Apple is wildly successful, look to them to even extend coverage to Android devices, like iTunes spread to Windows.

Apple’s entry is a make-or-break event which will answer whether there is a massive, pent-up hunger for this kind of device, or whether it’s only a play thing for people like me.

Either way, it’s about time.

More by John C. Abell on LinkedIn:

It’s 2015. Why Do Email and Calendars Still Suck?

RIP, Leonard Nimoy: You Were Spock

Sex, Lies and Venture Capital: Your Top Headlines for Wednesday

Apple Car: Please, Mr. Cook, Think Different

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