The Future of Apple's Cash Machine, Apple Sets Original Video Content Budget, Apple Studios Taking Shape 

Today's Above Avalon email includes the following stories: 

  • The Future of Apple's Cash Machine
  • Apple Sets Original Video Content Budget
  • Apple Studios Taking Shape

We kick off today's email by going deeper into the discussion found in this week's AboveAvalon.com article ("Apple Has the Best Business Model for Generating Cash"). Specifically, we go over my thoughts on the Apple cash machine changing in the future. The discussion then turns to the WSJ reporting Apple has established a $1B budget for original video content. We go over my thoughts and observations on the report, including how that $1B stacks up to the budgets of other companies getting into original video content. The email then turns to my Apple Studios theory and how Apple's latest moves in video and music continue to fit with the idea of Apple establishing a somewhat independent content arm. 

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