The streaming music biz:

1. Stream music for free
2. Pay label royalties.
3. Struggle to upsell subs to paid svcs
4. ???
5. Profit!!

#ygma

For all claiming that Apple needs Beats for streaming, remember that iTunes makes more money than all streaming services combined. #ygma

iPhone and Beats brands for smartphones without letter/ number suffixes would be very Apple-like branding; echoes of iMac and Macbook. #ygmd

A dual-brand Apple phone strategy would eliminate phone names like iPhone 5C. You’d just have iPhone and Beats with no suffixes. #ygmd

YG analyst @bmetodiev notes that HTC didn’t get value from its stake in Beats; why should we expect a different outcome with Apple? #ygmd

Fundamental question about a rumored Apple-Beats deal: what strategic Apple goal does it fulfill? Apple doesn’t do pointless M&A. #ygmd