Neil Cybart Neil Cybart

Jeff Williams and the Apple Machine

Hello everyone.

Today’s update will serve as a wrap to our Jeff Williams / Sabih Khan / Apple COO transition discussion. On Tuesday, we went over my initial thoughts regarding Apple's announcement. Yesterday, we focused specifically on Apple CEO succession which has been thrust into the spotlight given the COO transition. For today's update, we will focus on Jeff Williams.

Weekly Above Avalon Recap. A few programming notes regarding new analysis published this week elsewhere in the Above Avalon ecosystem.

  • AVALON. This week’s AVALON podcast episode was focused on the App Store. The episode included a good 60 minutes on the current state of the App Store and what’s been going on with recent court rulings. For those of you who enjoy audio podcasts, AVALON is a perfect complement to this newsletter. To listen to episode 6: Bundle the AVALON podcast with this daily newsletter for just +$6/month (that’s 40% off regular pricing) by filling out this form. Want to get a feel for the podcast? Check out AVALON on X or on Threads for some sample clips from episodes.

  • Inside Orchard. Over at Above Avalon’s sibling site, my new essay, "It's Time to Double Down on Digital Mapping," was focused on digital mapping. During my recent vacation, shortcomings found with Apple Maps and Google Maps point to how we are likely undershooting in terms of mapping potential and promises. There is so much that isn't materializing. To read and listen to the essay: Bundle Inside Orchard with this newsletter for just +$5/month (that’s 50% off regular pricing) by filling out this form.

Let’s jump into today’s discussion.


Jeff Williams and the Apple Machine

Without the CEO title next to his name, Jeff Williams has never received the public recognition that he deserves when it comes to superior managerial capabilities and overall contributions to Apple spanning more than 20 years.

In the early years of Cook’s CEO era, Williams was actually given a decent press spotlight. For example, he sat down with Walt Mossberg at the 2015 Code Conference.

Become a member to continue reading today’s update. Already a member? 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.


Above Avalon Membership

Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time.


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 AVALON, Podcasts, Inside Orchard, and Financial Models add-ons.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.

Read More
Neil Cybart Neil Cybart

Apple COO Jeff Williams to Retire, Revisiting Apple CEO Succession

Hello everyone. Today’s update will be dedicated to going over Apple’s COO transition. The news broke a few hours ago. We will likely have more to say about the topic tomorrow as well.


Apple COO Jeff Williams to Retire

Here’s Apple:

“Apple today announced Jeff Williams will transition his role as chief operating officer later this month to Sabih Khan, Apple’s senior vice president of Operations, as part of a long-planned succession. Williams will continue reporting to Apple CEO Tim Cook and overseeing Apple’s world-class design team and Apple Watch alongside the company’s Health initiatives. Apple’s design team will then transition to reporting directly to Cook after Williams retires late in the year…

‘Jeff and I have worked alongside each other for as long as I can remember, and Apple wouldn’t be what it is without him. He’s helped to create one of the most respected global supply chains in the world; launched Apple Watch and overseen its development; architected Apple’s health strategy; and led our world-class team of designers with great wisdom, heart, and dedication,’ said Tim Cook, Apple’s CEO. ‘I am and will always be beyond grateful for his numerous contributions to Apple over the years and his loyal friendship. Jeff’s true legacy can be seen in the amazing team he’s created and, while he’ll be greatly missed, he leaves the work of the future in incredible hands.’"


The entire press release made for an interesting read. Here's Williams:

“‘I have a deep love for Apple. Working with all of the amazing people at this company has been a privilege of a lifetime, and I can’t thank Tim enough for the opportunity, his inspirational leadership, and our friendship over the years...June marked my 27th anniversary with Apple, and my 40th in the industry. Beginning next year, I plan to spend more time with friends and family, including five grandchildren and counting. I’ve had the pleasure of working closely with Sabih for 27 years and I think he’s the most talented operations executive on the planet. I have tremendous confidence in Apple’s future under his leadership in this role.’”


Williams joined Apple in 1998 as head of worldwide procurement. While Cook was the unsung hero during the Jobs era, Williams was Tim Cook’s unsung hero. Appointed COO in December 2015, Williams spent the past decade overseeing the critical teams that kept the Apple machine running.

Over the years, Williams’ responsibility evolved to include:

Become a member to continue reading today’s update. Already a member? 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.


Above Avalon Membership

Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time.


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 AVALON, Podcasts, Inside Orchard, and Financial Models add-ons.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.

Read More
Neil Cybart Neil Cybart

The Financial Times on Tim Cook's Mixed Reality Bet, My Issues With FT’s Report (Daily Update)

Hello everyone. There were a few incoming questions about Apple’s investment portfolio objectives and actions. If there are any additional questions regarding yesterday’s update, send them my way, and all will be addressed at the same time.

For today’s update (Tuesday, March 14th), we will focus on a Financial Times article published on Sunday about Tim Cook and Apple’s upcoming mixed realty headset. As we approach WWDC, the chatter and rumors regarding Apple's headset will grow. We will soon take a much more in-depth look at Apple’s upcoming headset.


The Financial Times on Tim Cook's Mixed Reality Bet

Over at the Financial Times, here are Patrick McGee and Tim Bradshaw:

“When Tim Cook unveils Apple’s new ‘mixed-reality’ headset later this year, he won’t just be showing off the tech giant’s latest shiny gadget.

The Apple chief will also be guaranteeing his legacy includes the launch of a next-generation hardware product that some inside the company believe might one day rival the iPhone.

After seven years in development — twice as long as the iPhone — the tech giant is widely expected to unveil a headset featuring both virtual and augmented reality as soon as June.

The stakes are high for Cook. The headset will be Apple’s first new computing platform to have been developed entirely under his leadership. The iPhone, iPad and even Watch were all originally conceived under Apple’s co-founder Steve Jobs, who died in 2011.”

This isn’t the first time that the FT has published an article looking at Tim Cook’s legacy. Back in January, the FT ran two articles about Apple and China, a relationship that Cook played a very big role in creating. The thinking put forth by the FT was that Apple finds itself “beholden” to China with Cook having no good alternative.

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.

(Members: Daily Updates are always accessible by logging into Slack. If you haven’t logged into Slack before, fill out this form to receive an invite.)


Above Avalon Membership

Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special Inside Orchard bundle pricing is available for Above Avalon members.

More information about Above Avalon membership, including the full list of benefits and privileges, is available here.

Read More