Today's Above Avalon daily update includes the following topics:
- Apple's "Sound on the Go" Strategy
- Android vs. iOS Loyalty
- Bird Raises $100M
Today's email kicks off with additional comments on Apple's strategy for controlling sound. In particular, we look at Apple's "sound on the go" strategy involving headphones. The discussion then turns to a new report regarding Android and iOS loyalty. We go over the relevant takeaways regarding retention, churn, and Android/iOS switching rates. The email concludes with my thoughts on Bird, the electric scooter ridesharing company that just raised $100M. We look at the company and the space from the perspective of Apple's interest in transportation.
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