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 Poaches Meta’s Top Lawyer, Lisa Jackson to Retire, Apple Streamlines Hierarchy
Today's Above Avalon Daily update includes the following stories:
Apple Poaches Meta’s Top Lawyer
Lisa Jackson to Retire
Apple Streamlines Hierarchy
The update begins with Neil’s reaction to Kate Adams, Apple SVP and general counsel, retiring in 2026. There were a few details found with the news that jumped out to Neil. The discussion then turned to Lisa Jackson, VP environment, policy, and social, also retiring. We recap Jackson’s tenure and some questions about Apple’s 2030 environment goal. The update concludes with one takeaway from last week’s leadership changes that completely flew under the radar.
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