In episode 170, Neil examines how Apple is pulling away from the competition to a degree that we haven’t ever seen before. Given how we are just now entering the wearables era, implications of this shift will be measured in the coming decades, not years. Additional topics include WWDC 2020, Apple’s revised product strategy, the competitive landscape, and Apple’s lead in wearables.

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Links:

Apple Is Pulling Away From the Competition

Above Avalon Episode 149: Letting Go of the Rope

Apple’s Product Strategy Is Changing

My Apple WWDC 2020 Review

iPhone Sales Share Rises During Pandemic

4Q19 Apple Watch and AirPods Installed Base Estimates

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