Thoughts on the AirPods Delay, An AirPods Speed Bump, Apple Watch Ads Getting Better

Today's Above Avalon stories: 

  • Thoughts on the AirPods Delay
  • An AirPods Speed Bump
  • Apple Watch Ads Getting Better

We begin today's email by going over my thoughts and observations regarding the AirPods delay. We discuss how "manufacturing issues" and "connectivity issues" may be related. The email then turns to the question of whether the AirPods delay signals much larger issues within Apple.  We conclude with a closer look at Apple's new Apple Watch ads and why they are much more effective than previous Watch ads.

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