WWDC's Tech Focus, Apple Addresses Tipping in App Store, OLED iPhone Supply Fears Subsiding

Today's Above Avalon email includes the following stories: 

  • WWDC's Tech Focus
  • Apple Addresses Tipping in App Store
  • OLED iPhone Supply Fears Subsiding

We kick off today's email by discussing how this year's WWDC keynote had a more tech-oriented feel compared to previous years. Does this change imply some kind of priority shift within Apple? We address the question and the broader topic of Apple's unique approach to machine learning, augmented reality, and other core technologies. The discussion then turns to the growing controversy regarding tipping within iOS apps. Apple unveiled its official response to the issue. We take a closer look at the topic and related implications resulting from Apple's stance that tipping is an in-app purchase. The email concludes with a look at the latest reports from the iPhone supply chain signaling decent OLED display supply for the new iPhone later this year. We go over the impact this may have on iPhone unit sales. 

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