You Are to Sleep On a Cot

In this 78-minute episode, Neil Cybart talks about the following topics:

  • How iPhone Duo reviewers botched it.

  • Neil's iPhone Duo impressions.

  • Thoughts on Apple's 4Q26 earnings.

  • CNET building a custom machine for folding the iPhone Duo 400,000 times.

  • No evidence of AI agents connecting with the mass market.

  • Elon Musk ending Cybertruck production / losing interest in large swathes of Tesla's business.

  • The Jensen Huang crisis is revealing how NVIDIA lacks succession. 

This podcast episode is available exclusively to AVALON subscribers. Become a subscriber using the payment forms below ($10/month or $100/year). Subscribers can listen to this episode (published November 10th, 2026) in their podcast player.

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