Tesla Offers to Buy SolarCity, Thursday Q&A

Today's daily update is focused on Tesla offering to buy SolarCity. The email is broken into five sections:

  • Transaction Details
  • Deal Rationale
  • My Theory About the Offer
  • Observations
  • Implications for Apple

The email concludes with Thursday Q&A and the following question from an Above Avalon member: Is Apple making a strategic mistake by waiting a year to push significant iPhone updates?

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