Happy Thursday.

We will start today’s update with Amazon, then turn to Apple’s supply chain, and conclude with a new installment of Thursday Q&A.

Let’s jump right in.

The Big Themes from Amazon’s Hardware Event

In a plain vanilla tech presentation with a style reminiscent of something from the late 2010s, Amazon announced a number of new and updated devices. The presentation is available here (via YouTube).

Ambient Intelligence was the central marketing theme used to connect everything together. This is hardly a new theme. Instead, we have heard versions of it from Amazon and Google for years.

Amazon pointed to three key product attributes of its “Ambient Intelligence” product strategy:

Intuitive
Proactive
Personalized

We will revisit this point shortly.

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