[jonhendry]

"The first wave are the tech enthusiasts ... are interested in finding a good SSH tool, or an mail client that supports PGP. These were the main customers of the first iPhone."

Given that the first iPhone had no 3rd party apps apart from web apps, this seems highly unlikely.

It's more likely true of early Android phone buyers.

[SquareWheel]

Good catch, though there were definitely apps on the first iPhone. AppTapp/Installer was introduced around Christmas time if memory serves, and there were apps, utilities, and even a few games available.

[jonhendry]

Still, those presumably required jailbreaking, which I gather was not done by the majority of iPhone 1 owners, and certainly not by the earliest buyers, who bought before that was even an option.