iPhone Sales Update, Mark Zuckerberg's Privacy-Focused Vision, Apple Raises Bet on San Diego

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

  • iPhone Sales Update 

  • Mark Zuckerberg's Privacy-Focused Vision

  • Apple Raises Bet on San Diego

We begin today’s email with a look at the latest iPhone adoption data. The data serves as a good proxy for iPhone sell-through demand. The discussion then turns to my thoughts on Mark Zuckerberg’s post about his “privacy-focused vision” for social networking. We conclude with two takeaways from Apple raising its bet on San Diego.

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