More Details on Apple Pay Later, Meta Adjusts AR Glasses Strategy, Meta “Pivots” Portal
Today's Above Avalon daily update includes the following stories:
More Details on Apple Pay Later
Meta Adjusts AR Glasses Strategy
Meta “Pivots” Portal
We begin today’s update by going over additional details associated with Apple Pay Later, including the role Goldman Sachs is playing and why Apple executives feel comfortable bringing loan underwriting in-house. The discussion then turns to major hardware changes within Meta. We go over Neil’s thoughts on Meta’s AR glasses strategy shift and the company’s decision to pivot Portal away from consumers.
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