The Wave of iPad Purchasing Has Just Begun
It’s fascinating to me when a new product aggressively shifts from early adopters to the mainstream. It should be no surprise that the day the iPad came out a bunch of them appeared at the Foundry Group offices. At the next board meeting I was at, I think every VC had one and was using it in the meeting presumably to view their board package (although I caught at least one checking his email throughout the meeting.) When the Kindle for iPad app appeared, I started toting my iPad around with me everywhere until I kept forgetting to charge it, at which point I went back to my Kindle for reading.
At my birthday on December 1st, I gave everyone that attended (including Amy and my partners) an iPad. I was surprised how much everyone loved them – I know that for some of them it was the jedi master trick of giving your birthday party attendees a gift, but for several, including the non-technologists / non-nerds at dinner, there was real delight with this newfangled device.
I repeated the trick at the Foundry Group holiday party and gave everyone at Foundry Group an iPad. Well, I started out by giving them an iTunes card for $50 which everyone seemed to like, but then went back to the gift well a few moments later for the real gift.
Today, I read that the city of Boulder is mulling iPad purchases for all council members in order to save paper, staff time, and money. A college that I’m familiar with is considering getting an iPad for every board member to go paperless on board packages and other communication. I got an email from an exec (and friend) at a major software company who is rolling out their product on the iPad which should dramatically improve the iPad’s ability to interact with legacy enterprise systems.
At CES, there were 60+ tablets. One was from RIM, the other 59 were built on Android. The only one that impressed me was the RIM tablet – the Android ones all were slick but materially inferior to the iPad. As a result, I made a mental note to myself a few weeks ago that I thought Apple had very clear sailing in front of it for another year, although as with smart phones, there is no question that Google / Android will grind away hard at this market and given the incredible hardware distribution and amazing software talent at Google, will make real inroads.
Microsoft was no where to be seen. Yeah, there was a little chatter and a few demos of Windows on tablets, but if you remember how poorly this has gone the past two times Microsoft tried to put Windows on a tablet, I think you are probably in the same boat that I’m in which is that Microsoft is going to have to take an Xbox or Windows Mobile like approach to their tablets (e.g. completely new software OS stack and UI than “Windows”) if they want to get in the game.
My conclusion – the wave of iPad purchasing has just begun. The iPad 2 is expected soon (maybe this quarter, certainly next quarter) – I think it’s going to be an absolute monster success.