Folio

What's next? That Apple should just sell a blank screen phone with nothing installed but a frustrated emoji. Right.

Google and Facebook deserve top priority scrutiny. Amazon and Apple aren't a threat to valid elections. Irony is the former group superdominate largely due to approved acquisitions (youtube, doubleclick, instagram)

You could tell by the timing-- week before Apple's big day-- that other motives at play. Tisk tisk Larry and Sundar. Don't be surprised if your TAC rises next Q.

Not familiar with this app. But some of the top 20 apps in Navigation category have dual-use capability. I got one (Spyglass) which uses AR to help navigate off trails. If Apple succumbs to this broad request, when will it stop?

Apple's September event timing is key too. They can purge old inventory satisfying August back to school sales. Yet they have a long runway until Christmas holiday sales. Rivals Samsung, Microsoft, Google have to take less optimum slots at either end. As long as that Apple mystique endures, they've got a lock on best date in September.