Selling as Many as They Can

In the 46th 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)

• Product takeaways from Apple’s 2Q26 earnings.

Lighting Round (two topics two minutes each)

• Changes to Apple’s capital return strategy.

• Mac mini SKU changes.

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

• Greg Abel using an AI deepfake of Warren Buffett to ask the first question during Berkshire’s annual meeting.

Tell Me More (something intriguing that has my attention)

• What Berkshire Hathaway may look like after Warren Buffett.

Listen to the first four minutes of the episode below:

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