Today's Above Avalon stories:

Didi and Grab Leaders Speak at Code Conference
Didi Discusses Apple and the Future
Coach Developing Apple Watch Bands

We kick off today's email by discussing my thoughts and observations from Didi president Jean Liu's and Grab co-founder and CEO Anthony Tan's presentation at Recode's Code conference. Given Apple's recent investment in Didi and the company's pivot into transportation, there is much value in listening to two leaders of the ridesharing industry. In particular, we focus on Jean Liu's comments about Apple, the differences between the U.S. and Chinese auto industries, and where ridesharing is headed in the future. The email concludes with a look at Coach developing Apple Watch bands. We discuss the broader implication Coach Watch bands will have on the Apple Watch ecosystem.

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