Measuring Apple Watch’s Sales Potential, Apple Contemplating Apple TV Ad Play, ByteDance Planning Spotify Battle
Today's Above Avalon daily update includes the following stories:
Measuring Apple Watch’s Sales Potential
Apple Contemplating Apple TV Ad Play
ByteDance Planning Spotify Battle
The email kicks off with Neil’s estimate for how large the Apple Watch business can become in five years. We then discuss a rumor suggesting Apple is thinking about bringing advertising to Apple TV. The update concludes with Neil’s thoughts on ByteDane, TikTok’s parent, wanting to compete more directly with Spotify. We go over why Spotify should take such a competitive threat seriously.
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