Tim, Don’t Forget to Bring the 24-Karat Gold Base

In the 11th 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)

• Apple vs. tariffs.

• Apple's strategy for navigating Trump 2.0 (and differences from Trump 1.0 in the late 2010s).

• Tim Cook's Oval Office visit and press conference.

• How Tim pulled off Apple's (tariffs) win.

• Apple’s global manufacturing and supply chain apparatus.

Lighting Round (two topics two minutes each)

• Apple employee poaching (AI researchers).

• iPhone price hikes rumors.

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

• Merging tech and politics to produce bad analysis.

Tell Me More (something intriguing that has my attention)

• What should the U.S. role in manufacturing be (consumer gadgets) when looking at the global apparatus.

Listen to the first four minutes of the episode below:

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