Today's Above Avalon stories:
- Snap's Intriguing Spectacles Rollout
- Apple Cuts App Store Fees for Video Services
- Thursday Q&A
We begin today's email with a closer look at Snap's Spectacles rollout. We go over my thoughts and observations on the unique rollout and how Snap is trying to position Spectacles differently compared to the average tech gadget. We discuss what it may mean for the product going forward. The discussion then turns to news of Apple cutting App Store fees for video services that integrate with Apple's new TV app. We go over the implications such a move will have on Apple's video ambitions and Services business. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members:
- If tariffs are added to all imported goods from China, is Apple prepared to start manufacturing the iPhone in the U.S.?
- Is it possible that Apple delayed AirPods to avoid overshadowing the Apple Watch Series 1 as this holiday season's top gift?
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