Apple and Enhanced Reality Portals, Thoughts on Apple Watch Sales/Preorders, Apple Passes on LIV Golf (Daily Update)

Hello everyone. Welcome to a new week.

Let’s jump right into today’s update.


Apple and Enhanced Reality Portals

Last Thursday’s update regarding Apple and satellites concluded with the following:

“My suspicion continues to be that satellite connectivity is ultimately a story about device connectivity. Apple is building an ecosystem that will consist of billions of devices. Take secure, low latency connectivity and combine it with hundreds of millions of cameras sold each year and Apple will be able to build location layers and graphs that can be used to create enhanced reality portals.”

Enhanced reality portals can be thought of as playgrounds for adding context to our surroundings.

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The iPhone 14’s Surprise Redesign, iPhone Longevity, Changing iPhone Upgrading Trends (Daily Update)

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Apple Buys Satellite Capacity, Apple and Starlink, Apple’s Satellite Ambition (Daily Update)