Hello everyone. Today’s update is focused on the U.S. vs. Google search antitrust trial taking place in Washington. We begin with a brief summary of the trial. The discussion then turns to Neil’s thoughts on Eddy Cue’s and Satya Nadella’s testimonie…
Lees meerHello everyone. Let's jump right into today's discussion. Eddy Cue on Apple’s Sports StrategyIn a 3,900-word GQ Sports profile titled “Inside Apple’s Plan to Change the Way We Watch Sports,” here’s Sam Schube:“The man leading Apple’s push i…
Lees meerHappy Thursday. We will begin in paid streaming land and conclude with the latest installment of Thursday Q&A.Let's jump right in. Amazon Prime Video to Include AdvertisingHere’s Variety:“Viewers of landmark series on Amazon Prime Video lik…
Lees meerHello everyone. Yesterday, we talked about live events. Today, we talk about AI hardware. Let's jump right in. OpenAI and Jony Ive Discuss HW VentureHere’s the Financial Times:“OpenAI is in advanced talks with former Apple designer Sir Jony…
Lees meerHello everyone. Happy Tuesday.Today's update will take us through a few topics. We need to first set the scene though with the Sphere, an all-new entertainment venue that rethinks live events, officially opening in Las Vegas. Our discussion will the…
Lees meerHello everyone. In what has become an annual event aimed at VR/AR/metaverse developers and creators, Meta held its Connect conference last week.For today, we will keep the discussion to what was announced and some big picture takeaways. Me…
Lees meerHello everyone. Last Thursday, we talked about Amazon's product event. Today, we focus on the Microsoft event that took place last week.Let's jump right in. Microsoft’s Copilot EventFor Amazon’s product event, the overall theme was a smarte…
Lees meerHappy Wednesday.Today’s update will be a bit different. There’s been something circulating in my mind since attending the Apple event earlier this month. A few recent articles about Apple’s digital presentations got me thinking more about the topic.…
Lees meerHello everyone. Today's update will be dedicated to discussing the latest developments in the ongoing feud between Apple and Qualcomm.We begin with a refresher on how the two companies got to where they are today regarding their multi-year license a…
Lees meerThe update goes over Neil’s thoughts on Amazon’s product event at HQ2 in Virginia. Hello everyone.Following Apple’s product event last week, Amazon and Microsoft held their respective fall product events this week. Today’s update will be fo…
Lees meerWe begin with a closer look at how iPhone 15 and 15 Pro pre-orders have been trending in China. The discussion then turns to Tim Cook’s interview with CBS News and why Neil thought the interview was so strong for Cook. Happy Wednesday. Let’…
Lees meerWe kick things off with Neil’s thoughts on iPhone 15 and 15 Pro pre-orders. The discussion then turns to Panos Panay leaving Microsoft to lead Amazon’s HW efforts. Hello everyone.One quick follow-up to yesterday’s update.In terms of Apple W…
Lees meerIn today’s update, we go over a few topics related to the new Apple Watches and iPhones. The discussion begins with Neil’s thoughts on new Apple Watch and iPhone pricing. We then turn to Neil’s estimates for unit sales mix by Apple Watch and iPhone …
Lees meerHello everyone.In today’s special Friday edition of the daily update, we will go over the iPhone portion of Apple’s product event. In looking over my notes, there is a lot to unpack. One member comment that is worth addressing had to do with Apple’s…
Lees meerHello everyone. We will continue our discussion of Apple’s event with a focus on everything Apple Watch. The discussion then turns to Neil’s thoughts on what has become quite the controversial ad for Apple’s sustainability efforts. As a rem…
Lees meerHello everyone. Today’s update will be dedicated to going over the major takeaway from Apple’s iPhone and Apple Watch event/presentation. This will set the stage for talking about the more granular items tomorrow. Apple’s September 2023 Pro…
Lees meerHello everyone.Today’s update will be dedicated to discussing the latest developments regarding China reportedly requiring more government employees not to use iPhones for work. Given how this story is still developing, we will follow up when approp…
Lees meerWe kick things off with Neil’s thoughts on Spotify’s earnings. The discussion then turns to the WSJ’s deep dive into Spotify’s podcasting strategy. We go over three specific problems with the strategy. The update concludes by bringing Apple Podcasts…
Lees meerHello everyone. We kick things off with Neil’s thoughts on Globalstar, the satellite operator that Apple is relying on for Emergency SOS via satellite, signing a $64M launch deal with SpaceX. The discussion then turns to answering the question: Does…
Lees meerWe kick things off with some news on the Vision Pro supply chain front. While things can certainly change between now and the Vision Pro launch next year, we are getting a better view of what appears to be a challenge manufacturing Vision Pro at sca…
Lees meerWe kick things off with Neil’s thoughts on Amazon talking with Disney about a potential ESPN deal. The update goes over Disney’s motivation with ESPN, where Big Tech becomes involved, and Apple’s connection. The discussion then turns to how live spo…
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