Meta Connect 2024, Meta’s Orion Prototype, Mark Zuckerberg Is Gaslighting Us
Today's Above Avalon Daily email contains the following stories:
Meta Connect 2024
Meta’s Orion Prototype
Mark Zuckerberg Is Gaslighting Us
Hello everyone. My notes from Meta’s Connect 2024 came out to a few daily updates worth of discussion. After much editing, today’s update does a good job of capturing my views and perspective. There’s a lot to cover, so let’s jump right in.
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Meta 2Q22 Earnings, Philosophical Differences Between Zuckerberg and Apple, Thursday Q&A
Today's Above Avalon daily update includes the following stories:
Meta 2Q22 Earnings
Philosophical Differences Between Zuckerberg and Apple
Thursday Q&A
We kick things off by going over Neil’s thoughts on Meta’s 2Q22 earnings release and conference call with analysts. The discussion then turns to how Mark Zuckerberg realizes that his metaverse vision doesn’t align with Apple’s intended path. We conclude with the latest installment of Thursday Q&A in which Neil answers the following questions from Above Avalon members:
Do you think Apple will join the gas car to electric car revolution? Or will they spend billions chasing L5 self driving technology like Waymo?
What is your take on Apple's recent Health Report? Who do you think this report was addressed to? Why now?
Why wouldn’t Apple raise product prices across the board to offset margin deterioration arising from FX / inflation / supply chain issues?
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
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Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
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