Today's Above Avalon stories:
- Apple Weighing Investment in SoftBank Fund
- Apple Music Passes 20M Users
- Microsoft Is Going After Apple
We kick off today's email with news of Apple weighing a $1B investment in SoftBank's $100B technology fund. We go over why such an investment would mark a significant change in strategy for Apple. The discussion then turns to news of Apple Music passing 20M paying subscribers. We go over a few of my thoughts and observations on the milestone. The email concludes with a discussion on Microsoft's latest PR tactic focused on going after Apple and the Mac. There are signs of the Microsoft vs. Apple relationship changing as Microsoft becomes increasingly more aggressive in its pursuit for Mac users.
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