Something Smells Fishy (AVALON)
In the 27th 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)
John Giannandrea steps down.
Kate Adams / Lisa Jackson retire.
Alan Dye leaves Apple for Meta.
Bloomberg's Johny Srouji article.
Something smells fishy with Bloomberg and others regarding recent events.
Lighting Round (two topics two minutes each)
Netflix wins Warner Bros. Discovery auction (for now).
Apple Fitness+ expansion.
Give Me a Break (something ridiculous that jumped out at me)
Chart / exhibit weaponization (Bloomberg on Apple executive changes)
Tell Me More (something intriguing that has my attention)
Why other companies poaching Apple employees doesn’t rank high on Neil’s “Apple risks” list.
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Apple’s AI Chief Steps Down, John Giannandrea’s Legacy at Apple, Apple Poaches Microsoft AI Executive
Today's Above Avalon Daily update includes the following stories:
Apple’s AI Chief Steps Down
John Giannandrea’s Legacy at Apple
Apple Poaches Microsoft AI Executive
Hello everyone. The Apple news flow remains in overdrive. A few hours ago, news broke that Alan Dye is stepping down from leading user interface design to oversee a new creative studio within Meta’s Reality Labs. We will tackle that development tomorrow.
Today’s update ended up taking two full days to write. I had no interest in rushing something out yesterday that didn’t fully capture my stance, especially about such a multifaceted topic. Let’s jump in.
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Apple Delays Siri Features, What’s Going On?, Broader Implications
Today's Above Avalon Daily email contains the following stories:
Apple Delays Siri Features
What’s Going On?
Broader Implications
Welcome to a new week. Today's update will be dedicated to Apple's Siri news. Apple announced some Siri features that were unveiled as part of Apple Intelligence features need more time before being released. There's much to talk about, so let's jump right in.
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An audio version of this update is available to members who have the podcast add-on attached to their membership.
Member Privileges and Benefits
Become an Above Avalon member and receive the following privileges and benefits:
Exclusive Analysis. Receive the Above Avalon Daily newsletter, widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.
Archive Access. Access previous newsletters sent to members.
Member Forum Access. Access all channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to email inquiries.
Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.