Today’s daily update kicks off with my thoughts on The Guardian’s reporting of a Siri whistleblower raising concerns with how Apple is handing Siri quality assurance. The discussion then turns to Tesla earnings. We go over the two things that jumped out at me regarding Tesla’s financials and what they tell me about the current state of the company. The email concludes with additional thoughts on Apple acquiring a majority of Intels’s smartphone modem business.
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