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.
Become a subscriber to listen to the 82-minute episode. Already an AVALON subscriber? The episode “Everyone Seems to Be Forgetting About Apple Maps” is in your podcast player.
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.
If you currently subscribe to the Above Avalon Daily newsletter (great choice), with the Podcasts Package attached to your subscription, you get the AVALON podcast for FREE. This is one of the best deals available in the Above Avalon ecosystem.
If you subscribe to Above Avalon Daily without the Podcasts Package, no worries - you still receive a large 40% discount. Pay just an extra $6 per month (or $60 per year) for AVALON by filling out this form.
Going After the Next 250 Million Wrists (AVALON Podcast)
In the 19th 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)
My Apple Watch Ultra 3 impressions.
Apple Watch onboarding.
Apple Watch strategy.
My Apple Watch installed base / sales estimates.
The value found with computing on the wrist.
Is the Apple Watch being held back by Apple?
Lighting Round (two topics two minutes each)
Anthropic’s NYC pop-up shop (via Air Mail’s brick-and-mortar location).
EA sells itself to private equity.
Give Me a Break (something ridiculous that jumped out at me)
Sora 2 and AI slop.
Tell Me More (something intriguing that has my attention)
Anthropic is on to something with its “Keep Thinking” brand campaign.
Listen to the first four minutes of the episode below:
Become a subscriber to continue listening to the 81-minute episode. Already an AVALON subscriber? The episode “Going After the Next 250 Million Wrists” is in your podcast player.
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 podcast in your player. AVALON can be listened to in Apple Podcasts and various third-party podcast players including Pocket Casts, Overcast, and Castro.
If you are currently an Above Avalon member (good choice), with the Podcasts add-on attached to your membership, you get the AVALON podcast for FREE. This is one of the best deals available in the Above Avalon ecosystem.
If you are an Above Avalon member without the Podcast add-on, no worries - you still receive a large 40% discount. Pay just an extra $6 per month (or $60 per year) for AVALON by filling out this form.