Mark Zuckerberg Should Buy an Apple Watch

In the 17th 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)

  • iPhone 17 launch weekend (anecdotal evidence / other sales data tidbits)

  • iPhone Air as a precursor for AI devices?

  • Meta’s Connect keynote

  • Meta Ray-Ban Display

  • Mark Zuckerberg’s ambition

  • Smart glasses vs. Apple Watch

Lighting Round (two topics two minutes each)

  • Apple unveils first third-party content for Apple Immersive Video

  • Apple’s stock AAPL performance in August and September.

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

  • Many companies selling consumer gadgets are being graded on a curve.

Tell Me More (something intriguing that has my attention)

  • Apple’s events strategy for Vision Pro wearers in a spatial world.

Listen to the first four minutes of the episode below:

 

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Yes, AirPods Are Still Being Underestimated

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Apple’s Design Event at Apple Park