Happy Friday everyone. As this crazy busy week comes to an end, today’s update will have a more informal feel as we go over my remaining notes from Apple’s WWDC 2025 keynote.To recap my WWDC analysis as found in the daily updates:Tuesday: Major them…
Lees meerHello everyone.Episode 2 of my all-new AVALON podcast is now available. This is my first unscripted audio podcast, focused on Apple product analysis and strategy. The podcast is loosely modeled after Apple’s Monday morning meetings. If you enjoy pod…
Lees meerHello everyone.In today’s update, we will talk about three themes from the WWDC 2025 keynote. Two of the themes relate to items found in the keynote. The third theme is about something that wasn’t found in the keynote. In tomorrow's update, we will …
Lees meerHello everyone. Today’s update will take us into App Store land.One quick update - All incoming requests for the AVALON podcast, Podcasts add-on, and other membership-related questions have been either fulfilled or addressed. If you signed up for AV…
Lees meerHello everyone. Instead of sending this update late last night, I decided to hold on to it until Friday morning.Ahead of this year’s WWDC, Apple released a new study regarding App Store billings and sales. Earlier in the week, new data points regard…
Lees meerHello 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. …
Lees meerHappy 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 s…
Lees meerThis is a fascinating time for Apple. The company is opening new chapters with spatial computing and personal intelligence. Looking ahead, the next 10 years will be incredibly intriguing. However, it doesn’t feel like it in the Apple community.Many …
Lees meerHello everyone. Today’s update will conclude our multi-day discussion involving everything tariffs. After today’s discussion, we will be in good shape in terms of addressing most outstanding questions involving Apple and tariffs. In terms of accurac…
Lees meerHello everyone. Happy Wednesday.After a few days of little to no clarity on tariffs, there was quite a bit of news today. We will keep going with this week’s format of having one multi-day discussion. Let’s jump right in. Become a member to continue…
Lees meerHello everyone. The level of unknown surrounding the tariff situation continues to rise.We continue our multi-day discussion on Apple and tariffs. Today’s update will keep us on Apple’s supply chain.On our “to discuss” list for the rest of the week:…
Lees meerHello everyone. We are going to take advantage of this daily newsletter’s format when it comes to analyzing Apple and tariffs. There will be a discussion that stretches across several updates. Today’s update will be “Part 1.”My goal is to cover pret…
Lees meerToday's Above Avalon Daily email contains the following stories:Trump Announces Additional TariffsWhite House Hints at Tariff Exemptions for AppleApple OptionsHello everyone. Given how some of you are new to Above Avalon membership (welcome), today …
Lees meerToday's Above Avalon Daily email contains the following stories:Tesla 1Q25 Delivery FiguresCybertruck Sales DisclosedThe Big (Auto) PictureThe highly anticipated reciprocal tariffs news just dropped. We will dedicate tomorrow’s update to the topic. …
Lees meerToday's Above Avalon Daily email contains the following stories:More on iPhone Tariffs and IndiaTariff EngineeringApple Fined for Protecting User PrivacyWelcome to April. We are going to jump into today’s update with some follow-up to yesterday’s di…
Lees meerToday's Above Avalon Daily email contains the following stories:Apple and Elon Musk Battle Over SatellitesFoxconn's iPhone Production in IndiaDMA’s Political Undertones in SpotlightHappy Monday. Welcome to a new week. We kick things off with three s…
Lees meerToday's Above Avalon Daily email contains the following stories:Palmer Luckey on Vision Pro PricingVision Pro microOLED CostsImproving Vision Pro AccessibilityHello everyone. Happy Friday. We wrap up this week with Vision Pro. Palmer Luckey, a well-…
Lees meerToday's Above Avalon Daily email contains the following stories:Selling Curation in Sea of OverabundanceNetflix co-CEO Mocks Apple TV+Apple’s Sports IntrigueHappy Wednesday. Today’s update will likely conclude our three-day journey through Apple TV+…
Lees meerToday's Above Avalon Daily email contains the following stories:User Metrics Are Complicated for Apple TV+ and Apple MusicA Challenge Found With Apple’s ServicesHow Apple’s Content Arm Stands OutHello everyone. Following yesterday's update regarding…
Lees meerToday's Above Avalon Daily email contains the following stories:Apple TV+ Reportedly Losing MoneyApple's Goal for Apple TV+Apple's New LA Campus Begins to Take ShapeHello everyone. We will kick off this week in Apple TV+ land. The Information publis…
Lees meerToday's Above Avalon Daily email contains the following story:Apple Shifts Siri Leadership to Mike Rockwell and Craig FederighiHello everyone. As discussed earlier this week, when there were newsworthy updates regarding Siri to discuss, we would cir…
Lees meer