One thing the article doesn't talk about is how sustainable the Apple Watch's dominance is going to be. The iPod gained dominance via its superior UI (namely, the clickwheel), but what allowed it to sustain that dominance was the fact that iTunes' music selection and integration with the iPod was unparalleled. Does Apple have a similar advantage with iOS/watchOS and the Apple Watch?
The article does talk about this in one respect: the integration with the iPhone would seem to be the primary (and substantial) advantage that Apple Watch has. You could argue that this limited Apple Watch to a minority of smartphone owners, but it's still an addressable market of 700M. Plus, the Apple Watch will likely not always be tethered to an iPhone.
