My Thoughts About Tim Cook at Trump’s Inauguration, Apple’s Top (Political) Issues, A Larger Reset
Today's Above Avalon Daily email contains the following stories:
My Thoughts About Tim Cook at Trump’s Inauguration
Apple’s Top (Political) Issues
A Larger Reset
Yesterday wasn’t quiet on the news front. Today’s update will go over my thoughts about what took place at the Trump inauguration from an Apple / tech perspective. Tim Cook was in attendance for most of the day’s events. This is not a politics newsletter. We are not going to break down President Trump’s inauguration speech. Instead, there is plenty to say about how the day transpired, including broader takeaways regarding the role tech leaders are playing in U.S. politics.
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Tim Cook in China for Third Time This Year, Trump Threatens 10% China Tariffs, Amazon Invests Another $4B in Anthropic
Today's Above Avalon Daily email contains the following story:
Tim Cook in China for Third Time This Year
Trump Threatens 10% China Tariffs
Amazon Invests Another $4B in Anthropic
We kick off today’s update with my thoughts on Tim Cook’s third visit to China in 2024 and what appears to be political maneuvering and massaging tied to President Trump winning a second term. The discussion then turns to Trump threatening a 10% tariff put on Chinese goods. We conclude the update with Amazon putting more money in Anthropic.
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Member Privileges and Benefits
Become an Above Avalon member and receive the following privileges and benefits:
Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
Member Archive. Access all previous analysis sent to members.
Member Forums. Interact with other members in the Above Avalon team in Discord.
Priority Email Access. Receive timely responses to all email inquiries.
Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.