Elon Musk's Problem with Apple, Wireless Smart Earphones 101, Samsung Gear IconX Wireless Earphones
Today's Above Avalon stories:
- Elon Musk's Problem with Apple
- Wireless Smart Earphones 101
- Samsung Gear IconX Wireless Earphones
We begin today's email by taking a closer look at how Elon Musk has a problem with Apple. His comments have become weirder and stranger over time and there is evidence that Musk may have a problem with Apple along philosophical lines. The email then shifts over to wireless smart earphones. After going over my overall view and opinion on the very young product category, we discuss Samsung becoming the first large manufacturer to enter the wireless earphone industry with the Gear IconX. In addition, we discuss the implications wireless smart earphones will have on Apple and the company's product roadmap.
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A Smarter iPhone, Uber and Didi Raising Billions of Dollars, Thursday Q&A
Today's Above Avalon stories:
- A Smarter iPhone
- Uber and Didi Raising Billions of Dollars
- Thursday Q&A
We kick off today's email by discussing a WSJ article by tech columnist Joanna Stern concerning the iPhone becoming an "empty shell" as Apple apps lose out to competing services. I share my perspective on the current services landscape and how Apple views the situation. The email then turns to news that Uber raised $3.5 billion as Chinese ridesharing company Didi plans an even larger capital raise. I have a number of observations about these developments and their broader impact on the ridesharing industry. We conclude with Thursday Q&A (questions from Above Avalon members). This week's questions:
- Why would Apple need to buy stakes in ridesharing companies when there wasn't a need to invest in mobile carriers when launching the iPhone?
- Is Google trying to be more like Snapchat with Instant Apps considering their ephemeral nature?
- Do you think Elon Musk would sell Tesla?
These stories are available for Above Avalon members. To continue reading, click here.
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Apple M&A Is Evolving, Ridesharing's Limiting Factor, Thoughts on a Three-Year iPhone Product Cycle
Today's Above Avalon stories:
- Apple M&A Is Evolving
- Ridesharing's Limiting Factor
- Thoughts on a Three-Year iPhone Product Cycle
We begin today's email by continuing the discussion from yesterday's Above Avalon article, "Apple M&A Is Entering a New Phase." Specifically, we look at how Apple M&A will evolve in the transportation industry. The email then shifts over to Uber signing a new $1 billion deal to finance subprime auto loans. We discuss ridesharing's limiting factor and the implications on a future Apple Car, including financing options for such a product. We conclude with a few of my thoughts on reports that Apple is moving to a three-year iPhone product cycle.
These stories are available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here.