Analyst: Apple is about to change computing and revolutionize how we interact with the world

Julie Verhage reports for Bloomberg, “Apple has changed computing before, and they are about to do it again says Oppenheimer’s Andrew Uerkwitz, who called this an ‘inflection point’ for computing.”

In 2007, the iPhone was the catalyst to turn computing not only mobile but also personal. We believe the Apple Watch will expand on the intimacy of hardware… We believe in the next five years, the Watch will revolutionize the way we interact with objects around us.

We expect the Watch to bring about major changes in the way we construct our own digital experience. Whereas smartphone will remain the center for computing, the Watch will emerge as the primary interface with connected devices… We’ve seen very few successful attempts at wearables so far. We believe the primary reason is user interface. We believe Apple excels at human interface designs and optimizing user experience. — Andrew Uerkwitz, Oppenheimer analyst

Full article here.

MacDailyNews Take: Obviously, Andy gets it.

As we wrote on January 30th: With iPhone, Apple changed the fabric of our everyday lives: All around the world today, you see people constantly pulling phones from pockets and staring at them. With Apple Watch, Apple will change behavior worldwide once again. A quick glance at your Watch and you’re off. No more smartphone zombies. Watch and see.


  1. The wrist seems like a good place to be (until a more distant future with a practical direct mind-machine interface). You can interact through sight and touch, using multiple sensors, audibly, and with “haptics.” Wearing something over your eyes does not seem too popular, and lacks the interactive possibilities and desirability of Apple Watch.

  2. The idea of offloading processing power to other devices but presenting the results on your body is gigantic. You can’t over estimate the significance of this achievement.

    AirPlay, Handoff, Continuity, iCloud, Cloud Photos, Cloud documents, Connected Home, Siri, and Cloud Music all seem to have been designed with this end in mind.

    As I’ve said before, this cannot fail. Why not? Because it is inevitable, and extraordinarily—almost unimaginably—powerful.

    1. what is imaginable or inconceivable is a temporal slight of hand. for someone who knows nothing about engines, a car is magical. for someone who knows everything about circuits, an Apple Watch is not.

      the trick is to offer a product just slightly ahead of current expectations. to review BUN trajectories with candor, and understand the moment EGG technologies become sufficiently mature to bring to market emerging BACN at an affordable price +-JAM.

      1. And the opinions of people who have insight and understanding and still aren’t enthralled with moving computing from your pocket to your wrist — wait, I know. They’re also out of the cool kids club, because they don’t agree.

        So much of technology is not about improving lives or enabling people to do what they haven’t done before. No. The age of computing for improvement has passed. As Apple is demonstrating increasingly more often, computing is fashion, and the people who aren’t fashionable are stupid, dumb, don’t get it. It’s the same language used by a lot of people in the political world, too.

  3. I have said this before. Apple is working on ideas they had in the late 1980’s early 1990’s. I was at an executive briefing, about Apple’s vision. This was not a sales event, it was meant for inspiration. They discussed planned devices which fit in your ear, and all communication was verbal. No screens.

    Since then, they have come up with progressively closer functioning products to what we had discussed that day.

    At some point people will be an extension of their computer system, providing the scaffold from which sensors (i/o) hang. This computer will make us better, smarter and faster.

    It’s not a desktop, laptop, iPad, iPhone, Apple Watch, anymore. It’s a virtualized computing environment, with all these things making up a whole, with you wrapped up in the middle. Your digital exoskeleton.

        1. Wrong. That’s not an option FOR YOU. You don’t define the trajectory of technology. It is only “inevitable” (meant the same way that others use inevitable on MDN) that your body will be implanted with technology. Note: the tense is important. One day, you will have no choice.

  4. Julie Verhage and Tom Higgins for Bloomberg must have gone to basic school together. Higgins is the one who wrote about the muted acceptance of the Apple Watch in Asia and Europe. Too bad he didn’t stay awake long enough to view the photos that are available. He’s a lazy hack of a fiction writer.

  5. What I am really looking forward to is to be able to use an Apple Watch to control the “soon to come” next generation Apple TV. No more looking for a remote, or pulling the phone out of one’s pocket. A simple “Hey Siri” will do. My guess is Comcast and others will update their iOS Apps to work with the watch as well.

    1. I think Amazon has already beat you to it. Didn’t they come out with something that “lives” in your home and which is always connected to the internet and can control various things? Why bother wondering where your watch is? Also, pray that this home of the future never gets hacked.

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