Yes, AirPods Are Still Being Underestimated

In the 18th 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 AirPods Pro 3 impressions.

• AirPods as an AI device.

• Usage trends / public acceptance for AirPods.

• AirPods as a platform.

• Where Apple can bring AirPods.

• AirPods sales / addressable market / installed base.

Lighting Round (two topics two minutes each)

• OpenAI and Anthropic launch first genuine ad campaigns / major differences in commercials.

• Oura surpasses $10 billion valuation.

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

• Bloomberg’s attempt at a hit piece with its “Why Apple has a big AI problem” video.

Tell Me More (something intriguing that has my attention)

• How some things in life haven’t changed despite technology. Observations from recent trips to my childhood playground and a local high school football game.

Listen to the first four minutes of the episode below:

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