Today's Above Avalon stories:
- GM Partners with Lyft
- Thoughts on Tesla's Delivery Rate
- Faraday Future Shows Concept Car
Today's email will have an automotive theme as we have a number of significant developments in the auto space, Apple's next big frontier. First up, we discuss GM's partnership with Lyft. After going over the rationale and logic behind such a deal, we go over how the new players and alliances are stacking up (there are at least seven key players, and likely more). We then shift over to Tesla's latest delivery announcement and tackle the question: Are Tesla delivery rates good or bad? We conclude with Faraday Future's big concept reveal at CES last night. Needless to say, it was...interesting.
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