Something’s Gotta Give
AVALON Ep 54 discussion topics include:
Tim Cook sounds the (memory) alarm to the WSJ.
Apple raises product prices mid-cycle.
The memory crisis.
What’s really going on?
How did Apple not see this memory crisis coming?
A PR war (Micron vs. Apple)
What happens next?
Lighting Round (two topics two minutes each)
Will Apple roll back product price increases when the memory crisis resolves itself?
U.S. Supreme Court takes on App Store anti-steering injunction ruling.
Give Me a Break (something ridiculous that jumped out at me)
Small businesses relying on generative AI to the point of creating a sea of dullness and sameness.
Tell Me More (something intriguing that has my attention)
The iPhone business supporting stronger upgrading trends just as Big Tech is chasing post-smartphone devices.
Become a subscriber to listen to the full 64-minute episode.
Choose a monthly subscription or go with annual to save. (Charges can be expensed by your employer as the podcast is filled with analysis and research. If you need paid invoice receipts, go with the annual plan.)
Upon signup, you will receive a welcome email with directions for getting the AVALON podcast in your player. This episode will then automatically appear in your podcast player. AVALON can be listened to in Apple Podcasts and various third-party podcast players including Pocket Casts, Overcast, and Castro.
Already an AVALON subscriber? The episode “Something’s Gotta Give” is in your podcast player. If you need assistant adding AVALON to your podcast player, look for the welcome email (from “Neil Cybart via Transistor”) that was sent to when signing up.
Already an Above Avalon Daily newsletter subscriber? Bundle an AVALON subscription with your Above Avalon Daily subscription and save 40% off AVALON by filling out this form. Attach the Podcasts Package to your Above Avalon Daily subscription and receive AVALON for free by filling out this form.
More information on Above Avalon bundle offers is available here.