Is the Apple Watch disruptive, or just another gadget

Alex Pollak

Loftus Peak

Is the Apple Watch disruptive, or just another gadget? A lot has been said about all the fun things it can do for you (give you the gain on the your stock portfolio, let you know when your uber car is close) and very little on the information you provide to it, like reading your vital signs and offering tickets to the football for you and your mates when your biometric data says 'not happy'. It's this trove of highly personalised data which has Apple and the app development community salivating: remember, you don't have to buy the internet (ie it's free) because it's the internet which is selling you. And think about how Facebook started as a personal communication tool, but is now very highly-prized as an advertising platform. Expect a whole lot more on the disruption discussion around the Apple watch event at 9am Monday San Francisco time. (VIEW LINK)

CIO of Loftus Peak, a specialist global fund manager with a track record of successful investment in some of the world's fastest-growing listed businesses.

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