Tim Cook - The Diplomat, Disney Desperately Wants 21st Century Fox, The 80 / 20 Rule for Mac
Today's Above Avalon daily update includes the following topics:
- Tim Cook - The Diplomat
- Disney Desperately Wants 21st Century Fox
- The 80 / 20 Rule for Mac
Today’s email begins with my thoughts on The New York Times article about Tim Cook's diplomacy regarding U.S / China relations. We then turn to Disney revising its bid for 21st Century Fox. The email concludes with some follow-up to yesterday's discussion regarding Mac hardware updates. We look at the two buckets of Mac users and how there is a significant difference when it comes to how these two groups think about Mac hardware changes.
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Sad State of Mac Hardware, Apple's "Behind the Mac" Ad Campaign, Apple Teams Up with Oprah
Today's Above Avalon daily update includes the following topics:
- Sad State of Mac Hardware
- Apple's "Behind the Mac" Ad Campaign
- Apple Teams Up with Oprah
Today’s email kicks off with my thoughts on Rogue Amoeba's criticism of Apple's Mac hardware strategy. The discussion then turns to Apple's newest ad campaign. In what came as a surprise, the ads are for Mac. The email concludes with Apple partnering with Oprah on content. We go over how the news contains some clues regarding Apple's upcoming video plans.
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Above Avalon 2.0 (New Subscriber Features and Pricing), WSJ Goes After High-End iPhones
Today's Above Avalon daily update includes the following topics:
- Above Avalon 2.0 (New Subscriber Features and Pricing)
- WSJ Goes After High-End iPhones
Today’s email has been in the works for a long time. I am excited to announce major new features for Above Avalon subscribers. It is fair to say today’s news marks the next chapter of Above Avalon. Given the new features, subscription pricing is being updated as well.
Today’s news will be included in an AboveAvalon.com article published later this week, but I wanted to share the news with subscribers a few days early.
The email concludes with a closer look at the WSJ’s new article regarding Apple’s new flagship iPhones.
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The Netflix Strategy, Apple vs. Netflix, Thursday Q&A
Today's Above Avalon daily update includes the following topics:
- The Netflix Strategy
- Apple vs. Netflix
- Thursday Q&A
Today's email begins with my thoughts on Vulture's (New York Magazine) big profile on Netflix. The discussion then turns to Apple's goal with original video content and whether or not Apple can legitimately compete with Netflix. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:
- What is the difference between Apple and Facebook / Google when it comes to product development process? How is Apple creating its products from idea to launch?
- Do I think autonomous cars are near or is the technology just too risky?
- What is Apple’s strategy regarding gaming?
- How does Marzipan fit into my theory regarding Apple’s grand vision? Do all of Apple’s devices essentially become “iOS / UIKit / ARM” devices with differing levels of capability?
- Do I think the narrative has shifted from counting iPhone sales to issues related to balance sheet items like buybacks, cash allocations, services?
- If Apple had to make a “big, big acquisition,” what companies would be in your opinion the best candidates according to Apple’s strategy?
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AT&T's Time Warner Deal Gets the Green Light, Tesla Announces Major Round of Layoffs, Bird Scooter Valuation Soaring
Today's Above Avalon daily update includes the following topics:
- AT&T's Time Warner Deal Gets the Green Light
- Tesla Announces Major Round of Layoffs
- Bird Scooter Valuation Soaring
The email kicks off with my thoughts on the AT&T / Time Warner deal getting the green light. We go over the broader implications found with the deal. The discussion then turns to Tesla announcing layoffs. We go over Elon Musk's letter announcing the news. The email concludes with the scooter craze and Bird's soaring valuation.
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The Share Buyback Economy, Waymo to Expand Self-Driving Car Fleet by 100x, SoftBank Invests in GM Cruise
Today's Above Avalon daily update includes the following topics:
- The Share Buyback Economy
- Waymo to Expand Self-Driving Car Fleet by 100x
- SoftBank Invests in GM Cruise
The email begins in the financial world as we go over my thoughts on The Washington Post's recent article regarding the growing impact share buyback is having on Wall Street and corporate America. The discussion then transitions to the transportation arena as we go over two interesting developments in the self-driving car space.
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Apple Lowers New iPhone Component Orders, AirPods Gain Live Listen Feature, Apple Watch Solid-State Buttons
Today's Above Avalon daily update includes the following topics:
- Apple Lowers New iPhone Component Orders
- AirPods Gain Live Listen Feature
- Apple Watch Solid-State Buttons
The email kicks off with my thoughts on the Nikkei's report regarding Apple placing fewer orders for the upcoming flagship iPhones. The discussion then turns to Apple expanding the Live Listen feature to AirPods. We conclude with the latest Apple Watch rumor that Apple will include solid-state buttons on the upcoming Apple Watch.
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Tim Cook Talks with CNNMoney, The Talk Show at WWDC, The Federighi Interview with Wired
Today's Above Avalon daily update includes the following topics:
- Tim Cook Talks with CNNMoney
- The Talk Show at WWDC
- The Federighi Interview with Wired
The email kicks off with the key takeaways from Tim Cook's interview with CNNMoney following the WWDC keynote. The discussion then turns to my thoughts on John Gruber's live episode of "The Talk Show" at WWDC. The email concludes with Craig Federighi (SVP software engineering) talking with Wired about macOS.
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Reviewing Apple's WWDC 2018 (Full Notes)
Today's Above Avalon email includes the second half of my WWDC 2018 review. The email goes over my full notes from attending Apple's WWDC 2018 keynote. We cover 26 different topics.
Yesterday's email was focused on the major themes from WWDC 2018 (available here).
My full WWDC review is available for Above Avalon subscribers. To continue reading, click here.
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Reviewing Apple’s WWDC 2018 (Major Themes)
Today's Above Avalon email includes the first half of my WWDC 2018 review. The email covers major themes from Apple's presentation:
- Attending the Keynote
- Expanding the Apple Experience
- It’s All About Content Distribution
- Running Fast with Apple Watch
- Mac Dilemma
The second half of my earnings review (published tomorrow) will include my full notes from attending the WWDC keynote.
My full WWDC review is available for Above Avalon subscribers. To continue reading, click here.
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The Most Important Slide from Mary Meeker, More on Apple and Volkswagen, Thursday Q&A
Today's Above Avalon daily update includes the following topics:
- The Most Important Slide from Mary Meeker
- More on Apple and Volkswagen
- Thursday Q&A
Today's email begins with the slide that stood out to me the most from Mary Meeker's "Internet Trends" presentation. The discussion then turns to a few additional thoughts on Apple partnering with Volkswagen for self-driving vans. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:
- Could the lack of WWDC rumors hint at a relatively quiet keynote in terms of news and announcements?
- What happened to the AirPower wireless charger?
- Will the low-end iPad cannibalize the iPad Pro since it now works with Apple Pencil? How can Apple differentiate iPad Pro from iPad going forward?
- Do I think Wall Street is undervaluing Apple's services revenue because it's dependent on hardware?
- Will Apple ever sell an electric bicycle?
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Apple Launches Free Trials for Paid iCloud Storage, The Problem with Apple's iCloud Strategy, Microsoft Surpasses Alphabet in Market Cap
Today's Above Avalon daily update includes the following topics:
- Apple Launches Free Trials for Paid iCloud Storage
- The Problem with Apple's iCloud Strategy
- Microsoft Surpasses Alphabet in Market Cap
The email kicks off with my thoughts on Apple's iCloud storage strategy. The discussion includes what I think is iCloud's biggest issue and Apple's possible options for addressing the issue. The email concludes with the latest chapter of the race to a trillion dollar market cap.
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Previewing Apple's WWDC 2018, Microsoft to Sell Low-Cost Surfaces
Today's Above Avalon daily update includes the following topics:
- Previewing Apple's WWDC 2018
- Microsoft to Sell Low-Cost Surfaces
The email kicks off with my thoughts heading into Apple's Worldwide Developers Conference (WWDC). The discussion then turns to reports that Microsoft is planning to release low-cost Surfaces to compete with iPad.
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Apple to Build Self-Driving Vans with Volkswagen, Calculating the Mix of Apple Devices in Use
Today's Above Avalon daily update includes the following topics:
- Apple to Build Self-Driving Vans with Volkswagen
- Calculating the Mix of Apple Devices in Use
The email kicks off with my thoughts on one of the bigger Apple scoops this year. Apple is reportedly partnering with Volkswagen to make self-driving vans. We then go over my estimates regarding the number of Apple devices in use. The device total is broken out by product category.
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2Q18 iPad Installed and User Base Estimates, 2Q18 Apple Watch Installed and User Base Estimates
Today's Above Avalon daily update includes the following topics:
- 2Q18 iPad Installed and User Base Estimates
- 2Q18 Apple Watch Installed and User Base Estimates
I share my revised estimates for the size of the iPad installed and user base at the end of March 2018. We then go over my estimates for the Apple Watch installed and user base estimates at the end of March 2018. The discussion includes the methodology and math behind my estimates.
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