Successful for the business no doubt, but they are an example of 'par with the rest of the industry' aren't they? Nothing market leading about them (except perhaps the price, heh) and not the first in the category, just one of a bunch of good options.

It's a stealth subscription product. People are losing those things all the time.

Yes, what about airpods? Little reason to buy them if you are not in the Apple ecosystem, and if you are, and you are a careful buyer, you'll probably settle with other brands which are technically ahead (in either of build, sound or ANR quality, or all, Apple being on the Pareto front of neither). I'm not dismissing the marketing forces behind airpods selling by the millions as a "status symbol", but that's very much a "high cost of living country" thing, Apple is inexistent elsewhere, which is most places.