Today's Above Avalon stories:

Disney's Frustration
Andy Rubin's Next "Android"

We begin today's email by taking a deep-dive into Disney's 1Q16 earnings and CEO Bob Iger's latest comments about ESPN and the cable bundle. We are starting to get a better sense of ESPN's future. There is much value in tracking Disney's changing narrative for ESPN when thinking about Apple's TV plans. We then shift over to Wired's profile on former Android chief Andy Rubin and his new focus (Playground Global). In some ways, Rubin is taking Android's strategic weakness and using it to rethink a new computing paradigm. We discuss Rubin's goals with Playground Global and two takeaways related to Apple.

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