Hello everyone. Welcome to a new week. We will begin this week’s updates with a look at Apple’s post-keynote press at WWDC. Specifically, we will talk about Apple’s comments regarding the Siri delay. Let’s jump right in.

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

04.07.2025

Above Avalon: Apple Revises DMA Approach in EU, Microsoft Announces Big Layoffs, Microsoft Makes Deep Cuts to Gaming, Apple Loses Motion to Dismiss Antitrust Suit

Hello everyone. Today’s update combines Wednesday’s and Thursday’s updates into one jam-packed email. With Wall Street closing early today (Thursday) for the long Fourth of July weekend here in the U.S., we will follow the same idea. If you are celebrating the long weekend, enjoy it. Let’s jump in

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

04.07.2025

Above Avalon: Anduril Partners With Meta on Military Headsets, A Headset Drought?, Apple Is Needed (Once Again)

Hello everyone. We will kick off today’s update with an interesting tie-up between Anduril Industries, a U.S. weapons manufacturer, and Meta. The discussion will then turn to a few broader points regarding the headset industry. Let’s jump right in.

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

04.07.2025

Above Avalon: OpenAI COO Talks Screenless Devices, OpenAI’s Strategy Document From 2024, Apple Appeals EU Interoperability Rules

Happy Tuesday. My original plan to finalize Monday’s update after spending a few hours at the local amusement park for an end-of-year school event didn’t exactly go to plan. I can say with confidence that I have officially reached the “Dad probably should think twice about going on that ride” age.

home›Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

Technology

Above Avalon: Apple Talks Siri Delay, Remaining (Siri Delay) Questions, Takeaways

Above Avalon: Apple Revises DMA Approach in EU, Microsoft Announces Big Layoffs, Microsoft Makes Deep Cuts to Gaming, Apple Loses Motion to Dismiss Antitrust Suit

Above Avalon: Anduril Partners With Meta on Military Headsets, A Headset Drought?, Apple Is Needed (Once Again)

Above Avalon: OpenAI COO Talks Screenless Devices, OpenAI’s Strategy Document From 2024, Apple Appeals EU Interoperability Rules

home
›
Above Avalon - Apple Analysis. From Wall Street to Silicon Valley