Today's Above Avalon stories:
- Elon Musk Doubles Down on Manufacturing
- Fitbit 1Q16 Earnings
- Thursday Q&A
We begin today's email by taking a closer at Tesla's 1Q16 earnings call. Elon Musk had plenty to say about the Model 3 production and his goals for Tesla. We discuss Musk's desire to double down on auto manufacturing, including why he made that decision and the implications for Apple's electric car project, Project Titan. We then switch over to discuss Fitbit's 1Q16 earnings. Fitbit remains the best company to observe clues about the wrist wearables market. After comparing some Fitbit vs. Apple Watch metrics, I explain why I think the Fitbit and Apple Watch dynamic is changing.
The email concludes with Thursday Q&A, where I answer questions from Above Avalon members. This week's member question/topic:
You have consistently said the iPhone's biggest competitor is last year's iPhone. Is it possible that the iPhone 6s just hasn't competed well versus the iPhone 6? If the rumor is that the iPhone 7 won't be too different from the iPhone 6s, why should we be confident that the iPhone 7 will compete any better with the iPhone 6s or even the iPhone 6?
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