The Flaw in the Apple Services Narrative, A Different Way to Look at Content Streaming, Jeff Bezos' Annual Shareholder Letter

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

  • The Flaw in the Apple Services Narrative 

  • A Different Way to Look at Content Streaming  

  • Jeff Bezos' Annual Shareholder Letter

We begin today’s update by going over the glaring flaw found in the narrative that Apple is becoming a services company. The email then goes over some paid subscriber data that helps provide a different way to look at content streaming. We conclude with my thoughts on Jeff Bezos’ latest shareholder letter and the idea of Amazon embracing failure. There is a fundamental difference in how Amazon and Apple approach failure.

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