Today's Above Avalon daily update includes the following topics:
- Is Apple a Hits-Driven Business?
- Apple Is Leading the AR Arms Race
- Apple Poaches Key Waymo Engineer
Today's email kicks off with additional comments on this week's Above Avalon article, "Apple Is Figuring Out What's Next." In particular, we discuss the debate involving whether or not Apple is a hits-driven business. The discussion then turns to why I think Apple is leading the AR arms race. We conclude with my thoughts on Apple poaching Jamie Waydo from Waymo.
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