Going After the Next 250 Million Wrists

In the 19th 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)

• My Apple Watch Ultra 3 impressions.

• Apple Watch onboarding.

• Apple Watch strategy.

• My Apple Watch installed base / sales estimates.

• The value found with computing on the wrist.

• Is the Apple Watch being held back by Apple?

Lighting Round (two topics two minutes each)

• Anthropic’s NYC pop-up shop (via Air Mail’s brick-and-mortar location).

• EA sells itself to private equity.

Give Me a Break (something ridiculous that jumped out at me)

• Sora 2 and AI slop.

Tell Me More (something intriguing that has my attention)

• Anthropic is on to something with its “Keep Thinking” brand campaign.

Listen to the first four minutes of the episode below:

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