The Most Important Slide from Mary Meeker, More on Apple and Volkswagen, Thursday Q&A 

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

  • The Most Important Slide from Mary Meeker
  • More on Apple and Volkswagen
  • Thursday Q&A

Today's email begins with the slide that stood out to me the most from Mary Meeker's "Internet Trends" presentation. The discussion then turns to a few additional thoughts on Apple partnering with Volkswagen for self-driving vans. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:

  • Could the lack of WWDC rumors hint at a relatively quiet keynote in terms of news and announcements?
  • What happened to the AirPower wireless charger?
  • Will the low-end iPad cannibalize the iPad Pro since it now works with Apple Pencil? How can Apple differentiate iPad Pro from iPad going forward? 
  • Do I think Wall Street is undervaluing Apple's services revenue because it's dependent on hardware? 
  • Will Apple ever sell an electric bicycle? 

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