We begin with Apple opening its first store in Malaysia. The discussion will then turn more broadly to Apple’s emerging markets opportunity and the impact such countries can have on Apple’s installed base growth. We conclude with the signal-to-noise…
Lees meerWe begin with my thoughts on Apple discontinuing Apple Pay Later. We go over the “why” behind the move. The discussion then turns to Apple’s fintech ambition. We look at where Apple has likely drawn a line in the sand as to what can be done internal…
Lees meerA few days ago, I wrote the following and posted it to my X. I meant it to be a long tweet. It ended up being basically an article. Since I am still a believer in personal blogs, I am posting the writing here as well. Some follow-up was then publish…
Lees meerToday’s update will conclude our keynote review as we go over iOS 18, Audio & Home (AirPods / tvOS), watchOS 11, iPadOS 18, and MacOS Sequoia. Hello everyone. Over the past few updates, we have analyzed approximate…
Lees meerAs mentioned last week, we will shift our attention this week to everything from the WWDC keynote that wasn’t Apple Intelligence. For today's discussion, we will go over my broader observations from attending the keynote at WWDC and then talk vision…
Lees meerThere is value found in spending time on the details regarding how Apple Intelligence was developed and functions. We will then go over my thoughts on the various Apple Intelligence features, ranking the features from most impressive to most concern…
Lees meerHello everyone.I underestimated the amount of notes that I have for Apple Intelligence. In addition, Apple’s Platforms State of the Union, aimed at developers, offered an interesting look at Apple Intelligence. There are then questions coming in fro…
Lees meerHello everyone. Given the way Apple put together the WWDC 2024 keynote, there is a natural divide that we will utilize for our review and analysis. The next two updates will be dedicated to Apple Intelligence. Today’s discussion will have a broader …
Lees meerHello everyone. Apple’s WWDC keynote will be shown on Monday (1 pm ET) at Apple Park (and online). Today’s update will go over my thoughts ahead of next week.Virtual Member Meetup on Monday. Following the WWDC keynote, there will be a virtual member…
Lees meerToday's update will have an NBA / Apple theme. We begin with a close look at how the NBA media rights negotiations are trending (via the WSJ). The discussion goes over who are likely to be the big winners. We then turn to Apple and look at where the…
Lees meerHello everyone. Happy Tuesday. The discussion begins with my thoughts on Qualcomm’s ridiculous Mac ad involving Justin Long. The update then turns to Apple News and publishers talking up the service. We look at why Apple News is working for publishe…
Lees meerHappy Monday.Spotify is raising prices in the U.S. for the second time in a year. Back in April, over at Inside Orchard, I discussed how Spotify is being pulled in different directions as its advertising apparatus comes in weaker than management hop…
Lees meerHappy Friday. We will conclude this week’s updates with three stories that caught my interest. The discussion begins with a new Beats speaker. We then turn to AR land and news of Google and Magic Leap forming a partnership. The update concludes with…
Lees meerHello everyone. Happy Wednesday.We will jump into today's update with some iPhone news, followed by iPad Pro and Apple Pencil Pro.About Those iPhone Sales Reports From ChinaHere’s Bloomberg:“Apple Inc.’s iPhone staged a rebound in China last month w…
Lees meerHello everyone. It’s good to be back after a long weekend.Today’s update will be a bit different as we look back at Apple’s largest acquisition to date: Beats.Let’s jump right in.Apple & Beats: Ten Years LaterToday marks the tenth anniversary of App…
Lees meerIn today’s update, we go over my thoughts on Microsoft’s Recall feature. The discussion then turns to the theory that Apple has been successful in steadily picking off Windows users in enterprise settings. We conclude with Humane reportedly looking …
Lees meerHappy Tuesday. We will continue going over tech presentations as they take place. Today’s update will be dedicated to the Microsoft event that occurred yesterday.Microsoft’s Copilot+ PC EventOne day before kicking off its Build developer conference,…
Lees meerHello everyone.Last Friday, a new Above Avalon report, "iPad Pro and the Goal of Perfection," was sent out to all of you via email. For those of you with the podcast add-on, the audio version of the episode (20 minutes) came out on Friday as well – …
Lees meerAn examination of Apple’s iPad strategy as the new iPad Pro goes on sale.Written by Neil Cybart – May 17th, 2024.The state of iPad is strong as Apple moves that much closer to its long-held goal of having the iPad become a magical piece of glass. If…
Lees meerHappy Wednesday.Yesterday’s update was all about OpenAI’s spring event. Today’s update is all about Google I/O 2024.Let’s jump right in.Google I/O 2024Sundar Pichai kicked off the I/O 2024 keynote (video available here) by saying Google was fully in…
Lees meerHello everyone.Let's jump right into today's update. OpenAI’s Spring Update EventIn what may become an annual tradition, OpenAI held a spring event to unveil ChatGPT and GPT-4 updates. GPT-4 is OpenAI’s multimodal large language model. The event too…
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