Friday Q&A

Today's Above Avalon Daily update includes the following story:

  • Friday Q&A

Hello everyone. Here is a special Friday edition of Q&A. It’s been a while since we last did a Q&A. Based on the number of incoming questions, it’s probably a good idea to run an installment more often.

The update covered the following questions:

  • If the U.S. Supreme Court rules the IEEPA tariffs to be illegal does that mean the tariff cost Apple reported is the only cost that goes away (or gets refunded depending on the ruling), or is Apple also paying non-IEEPA tariffs?

  • Do you think Apple’s share price will be affected by an overall bubble in AI tech shares bursting? (Or a balloon deflating!)

  • What does Apple think its stock is worth?

  • What is your opinion regarding the possibility of Apple acquiring Curiosity Stream or licensing their contents?

  • When is Apple releasing an updated Apple TV 4K unit?

  • Why didn’t Apple didn’t see the need for core technologies to power AI features back in 2022 (like many other big tech companies)? When Apple did see it, why didn’t they place a big bet on developing their own LLM rapidly (like other big tech companies) to become independent?

  • Are you concerned by the continued poaching of Apple employees by Jony Ive / OpenAI?

  • Did Apple make a mistake cancelling Project Titan?

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Apple Intensifying CEO Succession Planning, My Initial Thoughts on How Things Play Out

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Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue