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OpenAI’s First Ad Campaign for ChatGPT, Anthropic's First Ad Campaign for Claude, Chatbot Rivalry

dinsdag 30 september 2025 inAbove Avalon (Tech News)

Today's Above Avalon Daily update includes the following stories:OpenAI’s First Ad Campaign for ChatGPTAnthropic's First Ad Campaign for ClaudeChatbot RivalryHello everyone. We will kick off a new week of updates with something a little bit differen…

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iPhone Air as a Bridge to AI Devices?

dinsdag 30 september 2025 inAbove Avalon (Tech News)

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…

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Smart Rings vs. Smartwatches, Smart Bands vs. Smartwatches, Smart Glasses vs. Smartwatches

donderdag 25 september 2025 inAbove Avalon (Tech News)

Today's Above Avalon Daily update includes the following stories:Smart Rings vs. SmartwatchesSmart Bands vs. SmartwatchesSmart Glasses vs. SmartwatchesThe update that came out earlier today (accessible here) got me thinking more about smart rings. W…

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Apple Unveils First Third-Party Films In Apple Immersive, Oura Surpasses $10B Valuation, Oura vs. Apple Watch

donderdag 25 september 2025 inAbove Avalon (Tech News)

Today's Above Avalon Daily update includes the following stories:Apple Unveils First Third-Party Films In Apple ImmersiveOura Surpasses $10B ValuationOura vs. Apple WatchHello everyone. We are going to keep running forward with some Apple Vision Pro…

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Thoughts on iPhone Demand, Apple Is Being Underestimated, What Meta’s Connect Keynote Demo Fails Revealed

donderdag 25 september 2025 inAbove Avalon (Tech News)

Today's Above Avalon Daily update includes the following stories:Thoughts on iPhone DemandApple Is Being UnderestimatedWhat Meta’s Connect Keynote Demo Fails RevealedThe update kicks off with my thoughts on iPhone demand over iPhone launch weekend a…

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Meta Connect 2025, The Problem(s) With Meta Ray-Ban Display, Mark Zuckerberg’s “Youth” Strategy

dinsdag 23 september 2025 inAbove Avalon (Tech News)

Hello everyone. Today’s update will be dedicated to discussing Meta and their new smart glasses with a display.  Meta Connect 2025Continuing the string of brutal live keynotes in the consumer tech space, making it …

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Apple Defines the iPhone Air’s Target Customer, Apple’s iPhone Fashion Play

dinsdag 23 september 2025 inAbove Avalon (Tech News)

Happy Wednesday.For today’s update, we will continue analyzing Apple’s post-keynote press strategy. Let’s jump right in.  Apple Defines the iPhone Air’s Target CustomerHere’s the WSJ:“Molly Anderson wants to make i…

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Apple Talks Product Development With Tom’s Guide and TechRadar

dinsdag 23 september 2025 inAbove Avalon (Tech News)

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 D…

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My Full Notes From Apple’s “Awe Dropping” Event

dinsdag 16 september 2025 inAbove Avalon (Tech News)

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…

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Observations Attending Apple’s “Awe Dropping” Event, Who Is the iPhone Air For?, Apple Wearables Momentum

dinsdag 16 september 2025 inAbove Avalon (Tech News)

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 exp…

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Apple’s “Awe Dropping” Event Review: Major Takeaways and Themes

dinsdag 16 september 2025 inAbove Avalon (Tech News)

Happy Wednesday. Today’s update includes the first part of my Apple event review. Apple’s pretaped presentation can be viewed here. The discussion will flow into tomorrow’s update. Let’s jump right in. Apple’s “Awe…

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Some Thoughts Ahead of Apple’s Event, Apple Facing Improving Device Upgrade Environment

maandag 8 september 2025 inAbove Avalon (Tech News)

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 upd…

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Google’s Search Remedies Verdict, A Big Win for Apple, What Was Wall Street Expecting?

donderdag 4 september 2025 inAbove Avalon (Tech News)

Hello everyone. Today’s update will be dedicated to discussing the U.S. v. Google search remedies verdict. Let’s jump right in. Google’s Search Remedies VerdictOverall, this verdict was a major win for Google. The …

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The Competitive Landscape Favors the iPhone, More on Elon Musk Suing Apple

woensdag 3 september 2025 inAbove Avalon (Tech News)

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…

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Elon Musk Sues Apple, Apple Eyeing JPMorgan Chase for Apple Card, Keep an Eye on JPMorgan Chase

donderdag 28 augustus 2025 inAbove Avalon (Tech News)

Happy Wednesday. Let’s keep things going with three more stories that jumped out at me. Elon Musk Sues AppleHere's Ars Technica:“After a public outburst over Grok’s App Store rankings, on Monday, Elon Musk followed…

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Buffett Continues to Trim Apple Stake, Apple to Hit iPhone Milestone in India, iPhone Release Cadence Change Coming?

woensdag 27 augustus 2025 inAbove Avalon (Tech News)

Hello everyone. We will continue to run forward with story topics that have come out in the past week or so and which deserve our focus. Let’s jump in. Buffett Continues to Trim Apple StakeHere’s 9to5Mac:"Warren Bu…

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Apple Raises Apple TV+ Monthly Pricing by 30%, More Guerrilla Marketing Surfaces for Severance, Apple Reportedly Wants Out of MLB

woensdag 27 augustus 2025 inAbove Avalon (Tech News)

Hello everyone. Welcome to a new week.We will jump into things by venturing into Apple TV+ land. Apple Raises Apple TV+ Monthly Pricing by 30%In a press statement issued last Thursday, here’s Apple:“The monthly sub…

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Google Has No Taste, Google's Apple Envy, Pixel Poses No Threat to iPhone

vrijdag 22 augustus 2025 inAbove Avalon (Tech News)

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 hel…

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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

donderdag 21 augustus 2025 inAbove Avalon (Tech News)

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. …

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Apple and Tech Musings From My Vacation

donderdag 21 augustus 2025 inAbove Avalon (Tech News)

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 …

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iPhone, Mac, and Apple Watch Unit Sales Data

dinsdag 5 augustus 2025 inAbove Avalon (Tech News)

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 st…

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