Comment by arjie

12 hours ago

It’s the classic situation. China can outcompete all this stuff. It doesn’t really matter. Roomba, GoPro, they’re all going to be crushed by Chinese manufacturers. You just can’t get the margins to work anywhere else and if you do the R&D you’re a sucker.

I’ve had a few GoPros and a few GoPro 360s. I also had Roombas so you can blame me as the brand killer.

If you look at these US high-tech consumer products, many companies started out much “simpler”. GoPro was a disposable film camera and a wrist-strap, and iteratively got to where it is today. The iPod came out much before the iPhone. As you say, the R&D is a hard sell when you have to go from 0 product to a fully featured state-of-the-art. Somehow, these Chinese companies can spend years copying and then once locked in go on a new-features blitz.