Today's Above Avalon email includes the following stories:
- Apple Poaches Sony TV Executives
- Tim Cook's Strong Businessweek Interview
- Spotify Discloses User Count
We kick off today's email by discussing my thoughts on Apple's big Hollywood news. The company poached Jamie Erlicht and Zack Van Amburg from Sony. The move fits in with our ongoing discussion around Apple and original video content. We go over the major implications related to the hires. The discussion then turns to Tim Cook's latest interview following WWDC. In what was one of his strongest interviews to date, we take a closer look at two of Cook's answers to Businessweek regarding Apple motivation and competition. The email concludes with a closer look at Spotify's new disclosure related to the total number of users (free and paid tiers). We go over two streaming media implications found with the data point.
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