Thoughts on an Apple Content Bundle, Potential Apple Bundle Pricing, Thursday Q&A
Today's Above Avalon daily update includes the following topics:
- Thoughts on an Apple Content Bundle
- Potential Apple Bundle Pricing
- Thursday Q&A
Today's email begins with my thoughts on the increasing likelihood that Apple will launch a content bundle. We go over the various Apple services that I think will make up such a subscription. The discussion then turns to potential pricing for an Apple content bundle. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:
- Of the 900 million people with an iPhone, how many are on 16 GB / 32 GB devices?
- Is there any realistic scenario where it becomes attractive for Apple to support a Disney bid for Fox? If Disney loses its Fox bid, could Apple acquire Disney’s media business?
- What are the odds of Apple acquiring Magic Leap?
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Apple's Controlling Sound Strategy, Instagram Unveils IGTV, More Smoke for Spotify's Video Ambitions
Today's Above Avalon daily update includes the following topics:
- Apple's Controlling Sound Strategy
- Instagram Unveils IGTV
- More Smoke for Spotify's Video Ambitions
We begin today's email with a closer look at Apple's sound strategy. Bloomberg is out with a new report covering some of Apple's upcoming devices for controlling sound. The discussion then turns to video content. We go over my thoughts on Instagram getting into long-form content with IGTV. The email concludes with additional smoke that Spotify is moving towards original video content.
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Tim Cook at His Best, Apple Announces 2018 U.S. Midterms Coverage, The Apple News Advantage
Today's Above Avalon daily update includes the following topics:
- Tim Cook at His Best
- Apple Announces 2018 U.S. Midterms Coverage
- The Apple News Advantage
We kick off today's email with an overview of Tim Cook's interview with Fortune's Adam Lashinsky. We discuss why I think it was Cook at his best. The email then turns to Apple News. We go over Apple's announcement regarding a new Apple News section dedicated to the U.S. Midterms. The email concludes with how Apple News has an advantage over rival news services.
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Apple Announces MacBook Keyboard Service Program, The Case of the Missing AirPower, Apple Partners with Sesame Workshop
Today's Above Avalon daily update includes the following topics:
- Apple Announces MacBook Keyboard Service Program
- The Case of the Missing AirPower
- Apple Partners with Sesame Workshop
Today’s email begins with my thoughts on Apple announcing a new service program for MacBook keyboards. The discussion then turns to a recent Bloomberg article regarding Apple running into delays with AirPower. The email concludes with Apple partnering with Sesame Workshop for kids' video programming.
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Is Apple a Hits-Driven Business?, Apple Is Leading the AR Arms Race, Apple Poaches Key Waymo Engineer
Today's Above Avalon daily update includes the following topics:
- Is Apple a Hits-Driven Business?
- Apple Is Leading the AR Arms Race
- Apple Poaches Key Waymo Engineer
Today's email kicks off with additional comments on this week's Above Avalon article, "Apple Is Figuring Out What's Next." In particular, we discuss the debate involving whether or not Apple is a hits-driven business. The discussion then turns to why I think Apple is leading the AR arms race. We conclude with my thoughts on Apple poaching Jamie Waydo from Waymo.
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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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