Thoughts on CNBC’s ESPN Documentary, Bob Chapek Breaks Silence, Big Tech’s True Interest in Live Sports

Today's Above Avalon Daily email covers the following topics:

  • Thoughts on CNBC’s ESPN Documentary

  • Bob Chapek Breaks Silence

  • Big Tech’s True Interest in Live Sports

Hello everyone.

Earlier today, the U.S. Department of Justice's long-awaited antitrust complaint against Apple, which has been re-worked numerous times over the years, was released. Apple is accused of possessing an iPhone monopoly in the U.S. smartphone market. I will go through the document in the coming days so that we can begin talking about things on Monday. The full 88-page document can be found here.

For today's update, we cover a news item that jumped out at me earlier today involving ESPN, Big Tech, and live sports.

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Google Faked Its Gemini AI Demo, CNBC Pumped Alphabet Stock Due to Gemini Demo, Generative AI Demos Are Lacking

Today's Above Avalon daily update includes the following stories:

  • Google Faked Its Gemini AI Demo

  • CNBC Pumped Alphabet Stock Due to Gemini Demo

  • Generative AI Demos Are Lacking

We kick off the update with Neil’s thoughts on Google’s Gemini demo and the discovery of the demo being faked. The discussion then looks at how the Gemini demo led to craziness, including CNBC pumping Alphabet shares solely because of a six-minute video. We conclude with why Neil thinks generative AI demos have been lacking to date.

Above Avalon membership is required to read this daily update. Members can read the update here.

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The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Daily updates are 2,000 words and sent via email Monday through Thursday. Updates revolve around the following topics:

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If it is of interest to Apple, it is something I pay attention to.

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