Everyone Seems to Be Forgetting About Apple Maps (AVALON Podcast)

In the 32nd 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)

  • Addressing odd criticisms and the overall lack of “takes” regarding LA Lakers in Apple Immersive Video, and why Apple Vision Pro offers something different than just the feeling of attending live events in person.

  • How and why Apple Maps history helps frame the Apple/Google partnership regarding Gemini models.

  • Why Goldman was willing to lose money on Apple Card, and why Apple doesn't launch a credit card on its own. 

Lighting Round (two topics two minutes each)

  • Ads coming to ChatGPT

  • Apple gives Apple Services the New Year treatment with some fresh financial disclosures.

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

  • X chasing long-from content via their Articles feature.

Tell Me More (something intriguing that has my attention)

  • A brick and mortar resurgence that bodes well for Apple Maps and Apple’s advertising business.

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