Apple's Key Advantage with Wearables, Lyft Partners with Magna, Thursday Q&A

Today's Above Avalon daily update includes the following topics: 

  • Apple's Key Advantage with Wearables
  • Lyft Partners with Magna
  • Thursday Q&A

We begin today's email with my thoughts on whether there is something about the wearables market that predisposes it to Apple's business model over others. The discussion then turns to news of Lyft partnering with Mega, the Foxconn of cars. We go over my thoughts on the news from the perspective of Apple and Project Titan. The email concludes with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:

  • What is my opinion on Apple and podcasts? How big do I think podcasting will be? What is the role of podcasts in my vision of Apple strategy's for controlling sound? 
  • Was iTunes Radio a distraction for Apple management in regard to coming up with an alternative to iTunes? 
  • Who is going to buy Fitbit?  

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