Takeaways:
- The Tesla insurance card can now be added to Apple Wallet. The seemingly insignificant integration speaks to the fact that many Tesla owners are also iPhone owners. No surprises here, don’t expect any more software tie-ins between the companies anytime soon.
- Microsoft is having difficulties delivering a mixed reality headset to the Department of Defense. The challenges speak to how hard it is to deliver a mixed reality headset to the mainstream.
- Google continues to get rid of old and build new tools to help advertisers navigate around IDFA. Like it or not, ad tracking will continue to be part of our everyday lives.
- While a Peloton shareholder activist is demanding change at the top, John Foley’s job is safe. Talk of Peloton ($9B market cap) getting bought is just that, with the long shot suitor being Nike ($230B market cap).