Apple Watch vs. Apple Glasses, The Wrist's Value, Elizabeth Warren and Apple

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

  • Apple Watch vs. Apple Glasses

  • The Wrist's Value

  • Elizabeth Warren and Apple

We kick off today’s email with my thoughts on whether or not Apple Glasses will cannibalize Apple Watch sales. The discussion also goes over why I think the wrist will retain its value as key real estate in the wearables era. The email concludes with Elizabeth Warren’s call to break up Facebook, Google, and Amazon. We tackle the topic from Apple’s perspective, including why I think she didn’t group Apple in with the other giants.

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