Selling Curation in Sea of Overabundance, Netflix co-CEO Mocks Apple TV+, Apple’s Sports Intrigue

Today’s Above Avalon Daily email contains the following stories:

• Selling Curation in Sea of Overabundance

• Netflix co-CEO Mocks Apple TV+

• Apple’s Sports Intrigue

Happy Wednesday. Today’s update will likely conclude our three-day journey through Apple TV+ land. Based on some incoming questions from members, there was interest in going a bit deeper on the concept of Apple selling content curation in today’s overabundance environment. We then conclude with a few thoughts on sports and Apple.

One quick update pertaining to the Financial Models add-on. The four financial models that are part of the add-on have been updated. My iPhone, iPad, and Apple Watch installed base models were expanded to now include metrics through 2026. In addition, my Apple earnings model has been updated through 2026. Given that it’s been a while since we last talked about the add-on, more information will be found at the end of today’s discussion.

Become a member to continue reading today’s update. Already a member? Read the full update here.

An audio version of this update is available to members who have the podcast add-on attached to their membership.