A perspective for Opal

You Started with Webcams.
Where Do You Go from Here?

The companies that become icons never stay defined by their first product. Here's what the ones who made it did differently.

01 — The Situation

The Inflection Point

You created a category. The "professional webcam" didn't exist before Opal made it exist. 60,000 people on a waitlist. AIGA, Red Dot, D&AD awards. Founders Fund leading your Series A. By any measure, the C1 is a success.

But success creates its own problem. You're now known as "the webcam company." And webcams — even professional ones — are a box. A very specific, very limiting box.

Stefan said it best: "We're posing ourselves a fundamental question: what does a modern consumer electronics company look like, and what would it build?"

That question is the right one. But answering it requires more than great product design. It requires a brand that can stretch — a strategic platform that makes sense of whatever you build next, whether that's cameras, audio, ambient computing, or something that doesn't have a name yet.

"We started with webcams the way Sony started with transistor radios." — Stefan Sohlstrom

The Sony comparison is apt — and instructive. Sony didn't become Sony by making better transistor radios. They became Sony by standing for something bigger: miniaturization, quality, a certain Japanese precision applied to consumer electronics. The transistor radio was just the first proof point.

What's Opal's version of that? What's the idea that makes the C1 and Tadpole and whatever comes next feel like chapters in the same story?

02 — Precedent

They Faced the Same Crossroads

You're not the first company to hit this moment. Others have navigated it — some brilliantly, some poorly. The difference wasn't the quality of their products. It was whether their brand could carry the expansion.

Teenage Engineering

Started with a $1,400 synthesizer — the OP-1. A niche product for music nerds. But they didn't build "a synthesizer company." They built a design philosophy so distinctive it became licensable.

Today: Design partners for IKEA, Panic, Rabbit, and Nothing. Their aesthetic IS the product.

Nothing

Carl Pei had no product when he announced Nothing. What he had was a brand: transparent design as visual language, "tech should be fun again" as philosophy. The Ear 1 came later.

Today: $1B+ lifetime sales. Phones, earbuds, headphones. The brand preceded — and enabled — the portfolio.

Sonos

Began as "wireless speakers." Good product, narrow positioning. The Bruce Mau rebrand reframed them as a "sound experience" company — suddenly soundbars, headphones, and architectural audio all made sense.

Today: Public company. Category leader. The rebrand created the room to grow.

The pattern is clear: the companies that scaled successfully didn't just add products. They found a brand idea bigger than any single product — an idea that made expansion feel inevitable rather than opportunistic.

03 — Possibility

What If Opal Became...

You already have the ingredients: world-class design talent, a founding philosophy worth building on ("the products you use most should be the best things you own"), and the ambition to go bigger.

The question isn't whether you can build more products. It's whether the Opal brand can carry them. What if it could?

What if "Opal" meant something specific?

Not "webcams" but a point of view on technology. A belief system that makes people nod and say "of course they made that" — no matter what "that" is.

What if your next product launched itself?

Teenage Engineering announces a new device and people buy it before reading the specs. That's not marketing — that's brand equity doing the work.

What if the brand attracted talent?

You've already hired from Apple Vision Pro, Microsoft, Sharp Japan. Imagine if the brand itself was a recruiting tool — a signal to the best designers that this is where the interesting work happens.

What if competitors couldn't copy it?

Products get copied. Features get copied. A genuine brand — the kind rooted in belief and expressed consistently — is almost impossible to replicate.

"We founded Opal under a simple principle — that the products you use the most often should be the best things you own." — Veeraj Chugh

This is a belief worth building a brand on. The question is how to turn it into a strategic platform — a system that guides everything from product naming to packaging to the way you talk about yourselves.

04 — How We'd Approach This

Strategy Before Design

BOND has spent 15 years building brand platforms for companies at inflection points. We don't start with logos. We start with strategy — understanding the business, the category, and the ambition, then building the brand architecture to support it.

1

Understand the Ambition

Where is Opal really going? What products are on the roadmap? What's the 5-year vision? The brand needs to be built for where you're headed, not just where you are.

2

Find the Core Idea

What does Opal believe that others don't? There's a philosophy in your founding story — we'd sharpen it into a strategic platform that can guide decisions for years.

3

Build the Architecture

How do products relate to each other? How does Opal relate to sub-brands or product lines? This is the scaffolding that makes expansion feel coherent.

4

Express It Consistently

Visual and verbal identity that scales. Not to replace your design excellence — to amplify it with strategic clarity. A brand world your team can build in.

We're not here to tell you what products to make. You know that better than anyone. We're here to help build the brand that makes all of them make sense together — and makes the market understand why Opal matters.

Curious?

No pitch, no pressure. Just a conversation about where Opal is headed and whether we might be useful.

sami@thisisbond.com →