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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley - Technology
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Above Avalon: AVALON Podcast - It Gets Tiring Talking to My Apps
In the 20th episode of the AVALON podcast, Neil discussed the following topics/subjects: What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings) The popularity found with today's app paradigm. OpenAI's "Apps in ChatGPT" demo and introductio
Above Avalon: Select NBA Games to Be Streamed in Apple Immersive Video, Sports on Apple Vision Pro, Chicken or the Egg: Apple Immersive Video
Today's Above Avalon Daily update includes the following stories: Select NBA Games to Be Streamed in Apple Immersive Video Sports on Apple Vision Pro Chicken or the Egg: Apple Immersive Video Happy Tuesday. We will jump right into things with some big news on the Apple Vision Pro f
Above Avalon: Apple Updates iPad Pro, Current State of iPad, Apple Updates MacBook Pro
Today's Above Avalon Daily update includes the following stories: Apple Updates iPad Pro Current State of iPad Apple Updates MacBook Pro On Wednesday, Apple unveiled updates to products across three different categories (iPad, Mac, and Vision). The last update (available here )
Above Avalon: Apple Unveils M5 Chip, Apple’s Silicon Advantage, Apple Vision Pro Receives First Update
Today's Above Avalon Daily update includes the following stories: Apple Unveils M5 Chip Apple’s Silicon Advantage Apple Vision Pro Receives First Update Happy Wednesday. It’s been a busy day with Apple unveiling updates to products across three different categories (iPad, Mac, and
Above Avalon: OpenAI’s App Pitch, OpenAI’s HW Strategy, OpenAI Running Into Device Delays
Today's Above Avalon Daily update includes the following stories: OpenAI’s App Pitch OpenAI’s HW Strategy OpenAI Running Into Device Delays Hello everyone. For today’s update, we continue the discussion that was found in Tuesday’s update regarding OpenAI. It’s been a w
Above Avalon: AVALON Podcast - Going After the Next 250 Million Wrists
In the 19th episode of the AVALON podcast, Neil discussed the following topics/subjects: What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings) My Apple Watch Ultra 3 impressions. Apple Watch onboarding. Apple Watch strategy. My Apple Watch in
Above Avalon: OpenAI’s DevDay Keynote, Where My Skepticism Is Found, Jony Ive’s Fireside Chat at DevDay
Today's Above Avalon Daily update includes the following stories: OpenAI’s DevDay Keynote Where My Skepticism Is Found Jony Ive’s Fireside Chat at DevDay Hello everyone. Today’s update will be dedicated to OpenAI which held its third annual developer conference yesterday in San Fra
Above Avalon: EA Sells to Private Equity, Gaming Industry Continues to Change, Anthropic’s NYC Pop-up Shop
Today's Above Avalon Daily update includes the following stories: EA Sells to Private Equity Gaming Industry Continues to Change Anthropic’s NYC Pop-up Shop Hello everyone. We will jump into a new week of updates with gaming news. EA will be acquired for $55 billion in wh
Above Avalon: AVALON Podcast: Yes, AirPods Are Still Being Underestimated
In the 18th episode of the AVALON podcast, Neil discussed the following topics/subjects: What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings) My AirPods Pro 3 impressions. AirPods as an AI device. Usage trends / public acceptance for AirPods.
Above Avalon: Meta Launches Vibes, OpenAI Launches Sora 2, Sora as a Social App?
Today's Above Avalon Daily update includes the following stories: Meta Launches Vibes OpenAI Launches Sora 2 Sora as a Social App? Hello everyone. Based on the number of incoming comments related to Monday’s update , we will stay in AI land for today’s update. The discussion wil
Above Avalon: Let’s Talk About Bloomberg’s Vision Pro Hit Piece, Revisiting Apple’s Spatial Computing Strategy
Today's Above Avalon Daily update includes the following stories: Let’s Talk About Bloomberg’s Vision Pro Hit Piece Revisiting Apple’s Spatial Computing Strategy Hello everyone. For today’s update, we will take a closer look at a Bloomberg article regarding Apple that made quit
Above Avalon: Amazon Unveils New Hardware, A Few Alexa+ Product Highlights, Search Party
Today's Above Avalon Daily update includes the following stories: Amazon Unveils New Hardware A Few Alexa+ Product Highlights Search Party Hello everyone. Let’s keep running ahead with an update focused on Amazon. The company held a hardware event this past Tuesday. Let’s jump in.
Above Avalon: OpenAI’s First Ad Campaign for ChatGPT, Anthropic's First Ad Campaign for Claude, Chatbot Rivalry
Today's Above Avalon Daily update includes the following stories: OpenAI’s First Ad Campaign for ChatGPT Anthropic's First Ad Campaign for Claude Chatbot Rivalry Hello everyone. We will kick off a new week of updates with something a little bit different - a deep dive into the inau
Above Avalon: iPhone Air as a Bridge to AI Devices?
Today's Above Avalon Daily update includes the following story: iPhone Air as a Bridge to AI Devices? We will continue this week’s Apple product strategy focus. One of the more intriguing discussion topics arising from Apple’s “Awe Dropping” event has been found with how Apple will leverage
Above Avalon: Smart Rings vs. Smartwatches, Smart Bands vs. Smartwatches, Smart Glasses vs. Smartwatches
Today's Above Avalon Daily update includes the following stories: Smart Rings vs. Smartwatches Smart Bands vs. Smartwatches Smart Glasses vs. Smartwatches The update that came out earlier today ( accessible here ) got me thinking more about smart rings. We will kick this update o
Above Avalon: Thoughts on iPhone Demand, Apple Is Being Underestimated, What Meta’s Connect Keynote Demo Fails Revealed
Today's Above Avalon Daily update includes the following stories: Thoughts on iPhone Demand Apple Is Being Underestimated What Meta’s Connect Keynote Demo Fails Revealed The update kicks off with my thoughts on iPhone demand over iPhone launch weekend and heading into Apple’s FY26. We th
Above Avalon: Apple Unveils First Third-Party Films In Apple Immersive, Oura Surpasses $10B Valuation, Oura vs. Apple Watch
Today's Above Avalon Daily update includes the following stories: Apple Unveils First Third-Party Films In Apple Immersive Oura Surpasses $10B Valuation Oura vs. Apple Watch Hello everyone. We are going to keep running forward with some Apple Vision Pro news. While the goal was to
Above Avalon: Apple Talks Product Development With Tom’s Guide and TechRadar
Hello everyone. This update was originally going to come out late Tuesday. It’s coming out about 12 hours later. The goal is to have another update ready to go later today. To recap where things stand, we officially concluded reviewing Apple’s “Awe Dropping” presentation with Monday’s update. Three
Above Avalon: My Full Notes From Apple’s “Awe Dropping” Event
Hello everyone. Welcome to a new week. As we go through my notes from Apple’s event, some of the major themes and takeaways (discussed last Tuesday) will shine through. This was one of the more HW-focused events from Apple in recent memory. Let’s jump in.
Above Avalon: Observations Attending Apple’s “Awe Dropping” Event, Who Is the iPhone Air For?, Apple Wearables Momentum
Hello everyone. In Wednesday’s update , we went over the major themes and takeaways from Apple’s product event. iPhone Air is the most noteworthy iPhone redesign since at least iPhone X (2017). Hardware design efficiency (with the goal of improving experiences / how devices are used). Ba
Above Avalon: Some Thoughts Ahead of Apple’s Event, Apple Facing Improving Device Upgrade Environment
Hello everyone. Apple is holding its product event next Tuesday at Apple Park. Accordingly, next week’s update schedule needs to be adjusted. There will be updates on Wednesday, Thursday, and Friday. At this time, my expectation is that all three updates next week will be dedicated to reviewing App
Above Avalon: The Competitive Landscape Favors the iPhone, More on Elon Musk Suing Apple
Hello everyone. The highly anticipated remedies verdict in U.S. v. Google ( available here ) was released a few hours ago. Based on a quick look over the ruling, things look pretty good for Apple (and Google for that matter). We will dedicate tomorrow’s update to the topic. For today’s and Thursd
Above Avalon: Apple and Tech Musings From My Vacation
Hello everyone. It feels good to be back after a mini vacation and some time away. Even though last week was relatively quiet on the news front, my “possible discussion” list for these updates now sits at 20 topics. The plan of attack is to get back into the swing of things gradually with some musi
Above Avalon: U.K. Backtracks on Apple Back Door Request, EU to Accept Apple’s Revised DMA Approach, U.S. Anti-Steering Injunction Ruling Looks Even More Absurd
Hello everyone. We will begin to attack our “to discuss” list with two stories involving Apple in Europe. In what feels like an outlier these days, Apple actually managed to secure some political wins. Let’s jump in to discuss.
Above Avalon: Google Has No Taste, Google's Apple Envy, Pixel Poses No Threat to iPhone
Hello everyone. Today’s update will be dedicated to discussing Google’s “ Made By Google 2025 ” product event held this past Wednesday in NYC. Google uses the event to unveil new hardware ahead of the busy fall season. (Starting in 2023, Google has held the event in August to get ahead of Apple’s
Above Avalon: My Apple 3Q25 Earnings Estimates, Above Avalon Expectation Meters
Happy Wednesday. A few quick housekeeping items. Daily Updates Schedule. With Apple releasing earnings tomorrow (Thursday) after market close, the next update will go out on Friday. Updated / Revised Financial Models. My updated Apple earnings model (works with Excel and Numbers) is now avail
Above Avalon: iPhone, Mac, and Apple Watch Unit Sales Data
Hello everyone. We will continue our Apple 3Q25 earnings review. Leveraging the latest Apple financial data, we take a closer look at iPhone, Apple Watch, and Mac unit sales. In some ways, the three product categories are each telling a different story. Let's discuss.
Above Avalon: Initial Thoughts on Apple’s Strong 3Q25 Earnings
Hello everyone. Welcome to a special Friday edition of Above Avalon Daily. Apple reported 3Q25 earnings yesterday (Thursday). The results can be viewed here . Today's update will go over my initial thoughts on the release and earnings call. We will continue our discussion next week. Have a great
Above Avalon: Alphabet 2Q25: By the Numbers, Alphabet Earnings Call Highlights, Overall Alphabet Takeaways
Hello everyone. Welcome to a new week. Apple will report earnings on Thursday. We will begin our earnings review tomorrow while also covering other news items and events. For today's update, we will continue our 2Q25 tech earnings reviews by going over Alphabet's earnings. Alphabet continues to be m