Hello everyone.

The latest Above Avalon Report, "Apple's Reality (Headset) Plans," was sent via email to all members last Wednesday (11:30 pm ET). Even though the report is only a day old, there are already a few updates worth pursuing. In addition, incoming member questions pointed to interest in one part of the report in particular (what Apple may call its first headset). We will cover that in today’s update.

The podcast version of the report was published earlier today. It came out to 31 minutes of audio. As a reminder, the Above Avalon Reports podcast is available to everyone who has the podcast add-on attached to their membership. If you have the add-on, you previously received an email (from “Neil Cybart via Transistor”) with instructions on getting the podcast up and running in various podcast players. The process takes literally five seconds. Any questions or issues, let me know. If you don’t have the podcast add-on and want access to the two private podcasts, fill out this form.

More on Apple Reality

The latest Above Avalon Report has been in the making for a few months. For much of 2023, June had been penciled in my calendar as a possible unveiling point for a MR (mixed reality) Apple headset. In recent weeks, as the news cycle regarding this product turned silly, that WWDC unveiling timeline solidified.

Originally, the plan was to keep the report focused primarily on the product itself (the why behind the initiative, use cases, challenges). However, while putting together the finishing touches, a product strategy discussion needed to be included. There is a lot to discuss regarding how a headset fits within the Grand Unified Theory of Apple Products and the Apple Innovation Feedback Loop – both theories are still very much alive even though we haven’t talked about them much over the past year or so. If there are questions about the strategy section of the report, please send them my way. They can be used to guide additional discussion in the coming weeks.

Two new items worth discussing today:

New artist renderings for what Apple Reality may look like.
Why would Apple call the device Apple Reality in the first place?

An Above Avalon membership is required to continue reading this update. Members can read the full update here. An audio version of this update is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here.

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