Netflix Earnings, Elon Musk’s Strange Letter to Employees, A Project Titan Observation 

Today's Above Avalon daily update includes the following topics: 

  • Netflix Earnings

  • Elon Musk’s Strange Letter to Employees

  • A Project Titan Observation 

We kick off today’s email with my thoughts on Netflix’s 4Q18 earnings. The discussion then turns to Tesla and Elon Musk’s odd comments regarding Tesla demand. We then go over how I think Tesla is proving to be an interesting case study for Apple’s Project Titan.

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Apple’s Content Distribution Arm, 1Q19 iPhone Installed Base and User Base Estimates, Apple Restructures Project Titan

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Tim Cook Calls for New Privacy Laws, The Intrigue Found with Apple Watch Insurer Subsidies, Thursday Q&A