Today’s Above Avalon Daily email contains the following stories:
The highly anticipated reciprocal tariffs news just dropped. We will dedicate tomorrow’s update to the topic. It’s been nearly a year to the day (April 3rd, 2024) since we last talked about Tesla at length in these updates. Since Apple disbanded Project Titan, my overall approach to the auto industry as it pertains to these updates hasn’t changed. It is good to keep abreast of what’s unfolding in the car industry as the market is too large for Apple to ignore. While the ingredients may not be ripe for Apple’s entry over the next few years, we can’t rule out the company having renewed interest down the road. There is then Apple’s CarPlay initiative as a current integration offering between first-party hardware and non-Apple hardware.
We will begin today’s discussion by going over Tesla’s latest deliveries report.
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