Apple Screen Size Trends, Mark Zuckerberg's VR Vision, Thursday Q&A

Today's Above Avalon email includes the following stories: 

  • Apple Screen Size Trends
  • Mark Zuckerberg's VR Vision
  • Thursday Q&A

We kick off today's email with my thoughts on Apple screen size trends. We go over Apple's unit sales mix by screen size and then discuss what iPhone 8 Plus outselling iPhone 8 tells us about broader demand trends. The discussion then turns to Mark Zuckerberg's keynote speech at the Oculus developer conference. We go over my thoughts on his VR vision and how Apple thinks about VR. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • What's your take on Apple's perceived and real weaknesses in artificial intelligence?
  • Is Jony Ive involved in Apple marketing? 
  • Do you have any estimates of the number of Apple Watch owners who are also actively pursuing fitness training in activities such as running, cycling, triathlon?  

These stories are available for Above Avalon members. To continue reading, click here.


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