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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