Today's Above Avalon daily update includes the following stories:
The Apple Bull and Bear Case
The Roku Rocket
We kick off today’s email by going over Apple’s bull and bear cases. The discussion then turns to my latest thoughts on Roku. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon members:
Do you think the antitrust threat will cause Apple to lower its 30% / 15% (for multi-year subscriptions) App Store revenue share to something more like 10% / 5%? What would be the impact on Apple revenue?
Given recent progress seen with autonomous vehicles (Tesla, Uber, Waymo, etc.) and news of Apple pursuing M&A in this area, what can we assume about Apple's strategy and ability to compete in this world? How much is Apple resourced in this area?
You’ve previously mentioned how Apple is pursuing a different business model in transportation compared to previous new product categories. What are the implications found with Apple’s strategy and its ability to execute out of the gate?
What are some good historical analogs for China successfully causing permanent harm to a foreign company through state fanned boycotting of their products?
With Apple poaching a major Disney exec to help build ATV+, what is the likelihood of Disney CEO Bob Iger stepping down from Apple's board?
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