In the 50th episode of the AVALON podcast, Neil discussed the following topics/subjects: Neil’s thoughts and expectations heading into WWDC. Tell Me More (something intriguing that has my attention)IPOs (SpaceX, Anthropic, OpenAI) are expected to ca…
Lees meerIn the 49th 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)Google I/O impressions / reactions.Agentic AI problems.“Real Madr…
Lees meerIn the 48th 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)More media shenanigans / noise involving Apple Vision Pro.Apple's…
Lees meerIn the 47th 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)DRAM and NAND pricing impact on Apple/iPhone.Mac mini line change…
Lees meerIn the 46th 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)Product takeaways from Apple’s 2Q26 earnings. Lighting Round (two…
Lees meerIn the 45th 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)John Ternus as Apple CEO - what will things look like?Apple's dir…
Lees meerIn the 44th 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)Amazon to acquire Globalstar.Apple to partner with Amazon Leo.Joh…
Lees meerIn the 43rd episode of the AVALON podcast, Neil discussed the following topics/subjects: OpenAI buys TBPN.What is OpenAI thinking?The changing tech media landscape.Apple’s evolving approach to media.Problems and difficulties found with Apple's media…
Lees meerIn the 42nd 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)Thoughts regarding Apple at 50 years.The two Apple eras. Steve Jo…
Lees meerIn the 41st episode of the AVALON podcast, Neil discussed the following topics/subjects: Apple's 50th anniversary celebrations.Tim Cook's "50 Years of Thinking Different" letter.Advertising comes to Apple Maps.Apple launches "Apple Business" platfor…
Lees meerIn the 40th episode of the AVALON podcast, Neil discussed the following topics/subjects: iPhone 17e.Neil’s thoughts on Mac and iPad updates (including M5 Pro and M5 Max chips).Major themes connecting Apple's various Mac and iPad updates.Google launc…
Lees meerIn the 39th episode of the AVALON podcast, Neil discussed the following topics/subjects: More on the "experiences" Apple held to unveil MacBook Neo. His hands-on with MacBook Neo / initial impressions using the device. Apple's interesting TikTok str…
Lees meerToday's Above Avalon Daily update includes the following story: Thoughts Heading Into WWDC 2026Hello everyone. WWDC kicks off on Monday. For today’s update, we will go over what’s been on my mind in preparation for next week’s WWDC.This story is ava…
Lees meerToday's Above Avalon Daily update includes the following stories: Alphabet Raises EquityBerkshire Increases Alphabet StakeApple ImplicationsWe begin with Neil’s thoughts on Alphabet’s plan to raise $80B+ of equity. The discussion then turns to Berk…
Lees meerToday's Above Avalon Daily update includes the following stories: Oura Unveils Ring 5Revisiting Swiss Watch SalesSwatch and Audemars Piguet Launch Royal Pop WatchToday’s update will have a wearables theme as we begin with smart rings and then shift …
Lees meerToday's Above Avalon Daily update includes the following stories: The Ferrari LuceProject Titan vs. Ferrari LuceRivian Talks Down CarPlay (Again)The update will have an automobile theme as we discuss various design paths being taken in personal tran…
Lees meerToday's Above Avalon Daily update includes the following stories: Alphabet EarningsNetflix EarningsSpotify EarningsLast week, we went over Meta’s CY1Q26 earnings. We will continue our 1Q26 tech earnings reviews with Alphabet, Netflix, and Spotify. W…
Lees meerAs expected, social media is ablaze with Berkshire Hathaway’s latest 13F filing, the first to be released with Greg Abel as CEO. The various buy and sell decisions overseen by Warren Buffett’s successor were always going to be put under a microscope…
Lees meerBoth Netflix and Spotify deserve close monitoring. From Wall Street’s perspective, something is wrong with the companies. On a combined basis, Netflix’s and Spotify’s market caps have declined by 35% or $250 billion from peak levels. The move especi…
Lees meerPrior to OpenAI acquiring TBPN for approximately $100 million, there had been something about the podcasts, newsletters, and livecasts comprising new media that wasn’t sitting right with me. It increasingly felt like some of the prevailing assumptio…
Lees meerOpenAI is spooked. Thanks to Anthropic grabbing a series of business, financial, and product wins along with the need to improve finances ahead of an IPO, OpenAI has been making one change after another in a bid to clean up house. The latest move, a…
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