My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)
Today's Above Avalon Daily update includes the following stories:
My Apple 4Q25 Estimates
Above Avalon Expectation Meter (4Q25 Edition)
Hello everyone. Apple will release earnings at 4:30 pm ET. There will be an update published tomorrow (Friday).
Today’s update will include the second half of our earnings preview. The first half is available here.
My updated Apple earnings model (works with Excel and Numbers) is now available to those who subscribe to Above Avalon Models. To access the models, log into the Above Avalon payer portal (here). Once signed in, go to the "Digital Package" tab which will bring you to your personalized page where the model can be downloaded. If you are interested in Above Avalon Models, learn more here.
Let’s jump in.
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Thoughts Heading Into Apple’s 4Q25 Earnings, iPhone’s Supply/Demand Imbalance, Apple Hits $4 Trillion Market Cap
Today's Above Avalon Daily update includes the following story:
Thoughts Heading Into Apple’s 4Q25 Earnings
iPhone’s Supply/Demand Imbalance
Apple Hits $4 Trillion Market Cap
Hello everyone. We are going to shift gears and focus on Apple’s upcoming earnings report. Apple will report earnings on Thursday. The next two updates will be dedicated to preparing for Apple’s earnings. My hope is to get the next update out later today.
Let’s begin our Apple 4Q25 preview.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members in an easy-to-navigate archive built in Ghost.
Full Access to Above Avalon Forum. Access exclusive channels in the Above Avalon forum in Discord.
Email Access to Neil Cybart. Receive timely responses from Neil to email inquiries.
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Let’s Talk About These iPhone Air Demand Rumors
Today's Above Avalon Daily update includes the following story:
Let’s Talk About These iPhone Air Demand Rumors
Hello everyone. While Apple’s updated products (with M5) grabbed quite a bit of attention last week, another storyline that led to plenty of discussion was found with the iPhone Air. Reports and rumors painted the picture of a product not meeting Apple’s expectations in the marketplace. This led some Apple rumor sites to go so far as to say the iPhone Air bet failed. There’s a lot to unpack. Let’s discuss.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members in an easy-to-navigate archive built in Ghost.
Full Access to Above Avalon Forum. Access exclusive channels in the Above Avalon forum in Discord.
Email Access to Neil Cybart. Receive timely responses from Neil to email inquiries.
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Examining Eddy Cue’s Media Blitz
Today's Above Avalon Daily update includes the following story:
Examining Eddy Cue’s Media Blitz
Happy Friday. Over the past few months, Apple SVP Services Eddy Cue has sat down for a decent number of media interviews. Cue is one of the most influential and powerful executives within Apple (among the top three). Over the summer, the “F1 The Movie” release required Apple to go on the PR offensive. More recent interviews have been aimed at drawing attention to some of Apple’s services, like Apple Music Classical, in addition to Apple’s sports play and broader ambitions found with Apple TV (recently rebranded from Apple TV+). Today’s update will be dedicated to going over the most important takeaways from the interviews.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members in an easy-to-navigate archive built in Ghost.
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My Initial Impressions Using Apple Vision Pro (M5), The Dual Knit Band Is the Real Deal, Apple Vision Pro Is a Window to the World
Today's Above Avalon Daily update includes the following stories:
My Initial Impressions Using Apple Vision Pro (M5)
The Dual Knit Band Is the Real Deal
Apple Vision Pro Is a Window to the World
For the past week, I’ve been using an Apple Vision Pro (M5). Today’s update will be dedicated to talking about the product. We begin with my initial impressions regarding both the headset and Apple’s new Dual Loop Band. The discussion then turns to answering a question that has been swirling in my head for the past 2.5 years: Why does Apple Vision Pro exist? Based on social media, there continues to be a good amount of confusion regarding the answer.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members in an easy-to-navigate archive built in Ghost.
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Apple Rebrands Apple TV+, Reading Between the (Apple TV+ Rebranding) Lines, Crunching Some Numbers for Apple's Sports Spending
Today's Above Avalon Daily update includes the following stories:
Apple Rebrands Apple TV+
Reading Between the (Apple TV+ Rebranding) Lines
Crunching Some Numbers for Apple's Sports Spending
Hello everyone. This is going to be one of those weeks in which the schedule is a bit all over the place. For the past few days, I’ve been using and testing the updated Apple Vision Pro (M5) and iPad Pro (M5). This has required me to shift a few things around.
The game plan for today is to continue the Apple/sports discussion that was found in Monday’s update. We will begin today’s discussion though with Apple rebranding Apple TV+. The next update will then take a detour to discuss Apple Vision Pro (M5). There is a good amount to discuss about that product. If all goes according to plan, we will then wrap up the week in a few days with a closer look at Eddy Cue’s press bonanza.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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.
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Apple Wins Formula 1 Rights, Apple / Formula 1 Deal Terms, Apple’s Sports Bet Grows
Today's Above Avalon Daily update includes the following stories:
Apple Wins Formula 1 Rights
Apple / Formula 1 Deal Terms
Apple’s Sports Bet Grows
Hello everyone. We will begin a new week of updates with some big Apple news on the sports front. The discussion will roll into Tuesday as we examine new comments from Apple SVP Eddy Cue who has been doing a fair amount of press in recent months.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members in an easy-to-navigate archive built in Ghost.
Full Access to Above Avalon Forum. Access exclusive channels in the Above Avalon forum in Discord.
Email Access to Neil Cybart. Receive timely responses from Neil to email inquiries.
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It Gets Tiring Talking to My Apps (AVALON Podcast)
In the 20th 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)
The popularity found with today's app paradigm.
OpenAI's "Apps in ChatGPT" demo and introduction.
OpenAI's goal for "Apps in ChatGPT."
The problems found with OpenAI's strategy.
Evolution in app engagement, including Apple's plans.
Jony Ive's connection with "Apps in ChatGPT."
Lighting Round (two topics two minutes each)
Tim Cook back in China.
Apple rebranding Apple TV+ to Apple TV.
Give Me a Break (something ridiculous that jumped out at me)
Roundhill investments launching an ETF comprised of meme stocks.
Tell Me More (something intriguing that has my attention)
A possible antidote to pessimism found with today’s short-form video craze and AI slop.
Listen to the first four minutes of the episode below:
Become a subscriber to continue listening to the 78-minute episode. Already an AVALON subscriber? The episode “It Gets Tiring Talking to My Apps” 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 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.
Apple Updates iPad Pro, Current State of iPad, Apple Updates MacBook Pro
Today's Above Avalon Daily update includes the following stories:
Apple Updates iPad Pro
Current State of iPad
Apple Updates MacBook Pro
On Wednesday, Apple unveiled updates to products across three different categories (iPad, Mac, and Vision). The last update (available here) was focused on the M5 chip and the updated Apple Vision Pro. Today’s update is focused on the new iPad Pro and 14-inch MacBook Pro. With an updated iPad Pro in the mix, it’s also a good time to recap the broader iPad line.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members in an easy-to-navigate archive built in Ghost.
Full Access to Above Avalon Forum. Access exclusive channels in the Above Avalon forum in Discord.
Email Access to Neil Cybart. Receive timely responses from Neil to email inquiries.
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Apple Unveils M5 Chip, Apple’s Silicon Advantage, Apple Vision Pro Receives First Update
Today's Above Avalon Daily update includes the following stories:
Apple Unveils M5 Chip
Apple’s Silicon Advantage
Apple Vision Pro Receives First Update
Happy Wednesday. It’s been a busy day with Apple unveiling updates to products across three different categories (iPad, Mac, and Vision). Today’s update will examine the M5 chip and how Apple is gaining an advantage in the marketplace by designing its own chips. The discussion will then turn to Apple unveiling the first update to its headset with the Apple Vision Pro (M5). Our discussion will likely roll into tomorrow's update when we will focus more specifically on the updated iPad Pro and 14-inch MacBook Pro.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members in an easy-to-navigate archive built in Ghost.
Full Access to Above Avalon Forum. Access exclusive channels in the Above Avalon forum in Discord.
Email Access to Neil Cybart. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription with additional Above Avalon products and save: AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
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Select NBA Games to Be Streamed in Apple Immersive Video, Sports on Apple Vision Pro, Chicken or the Egg: Apple Immersive Video
Today's Above Avalon Daily update includes the following stories:
Select NBA Games to Be Streamed in Apple Immersive Video
Sports on Apple Vision Pro
Chicken or the Egg: Apple Immersive Video
Happy Tuesday. We will jump right into things with some big news on the Apple Vision Pro front regarding immersive content. The discussion then turns to how Apple has the opportunity to reconfigure the entire entertainment industry to give live sports a shot in the arm. We conclude the update by examining criticism that says Apple should have had more immersive content available for Apple Vision Pro before the headset was launched.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscription 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 updates sent to members in an easy-to-navigate archive built in Ghost.
Full Access to Above Avalon Forum. Access exclusive channels in the Above Avalon forum in Discord.
Email Access to Neil Cybart. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription with additional Above Avalon products and save: AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource. Above Avalon is 100% funded by subscribers.
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.
OpenAI’s App Pitch, OpenAI’s HW Strategy, OpenAI Running Into Device Delays
Today's Above Avalon Daily update includes the following stories:
OpenAI’s App Pitch
OpenAI’s HW Strategy
OpenAI Running Into Device Delays
Hello everyone. For today’s update, we continue the discussion that was found in Tuesday’s update regarding OpenAI. It’s been a while since we have seen genuine angst in the air regarding alternatives to the digital app paradigm. We discuss OpenAI’s vision behind “Apps in ChatGPT.” The update then turns to recapping where OpenAI’s hardware play is most likely headed. We conclude with a closer look at the Financial Times’ report regarding Jony Ive and the OpenAI team running into product development issues involving new devices.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members.
Member Forum Access. Access exclusive channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription by bundling AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
OpenAI’s DevDay Keynote, Where My Skepticism Is Found, Jony Ive’s Fireside Chat at DevDay
Today's Above Avalon Daily update includes the following stories:
OpenAI’s DevDay Keynote
Where My Skepticism Is Found
Jony Ive’s Fireside Chat at DevDay
Hello everyone. Today’s update will be dedicated to OpenAI which held its third annual developer conference yesterday in San Francisco.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members.
Member Forum Access. Access exclusive channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription by bundling AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
EA Sells to Private Equity, Gaming Industry Continues to Change, Anthropic’s NYC Pop-up Shop
Today's Above Avalon Daily update includes the following stories:
EA Sells to Private Equity
Gaming Industry Continues to Change
Anthropic’s NYC Pop-up Shop
Hello everyone. We will jump into a new week of updates with gaming news. EA will be acquired for $55 billion in what is the largest PE-funded buyout in history. The discussion then turns to Anthropic’s interesting pop-up shop in NYC.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members.
Member Forum Access. Access exclusive channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription by bundling AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
Yes, AirPods Are Still Being Underestimated (AVALON Podcast)
In the 18th 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 AirPods Pro 3 impressions.
AirPods as an AI device.
Usage trends / public acceptance for AirPods.
AirPods as a platform.
Where Apple can bring AirPods.
AirPods sales / addressable market / installed base.
Lighting Round (two topics two minutes each)
OpenAI and Anthropic launch first genuine ad campaigns / major differences in commercials.
Oura surpasses $10 billion valuation.
Give Me a Break (something ridiculous that jumped out at me)
Bloomberg’s attempt at a hit piece with its “Why Apple has a big AI problem” video.
Tell Me More (something intriguing that has my attention)
How some things in life haven’t changed despite technology. Observations from recent trips to my childhood playground and a local high school football game.
Listen to the first four minutes of the episode below:
Become a subscriber to continue listening to the 74-minute episode. Already an AVALON subscriber? The episode “Yes, AirPods Are Still Being Underestimated” 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.
Let’s Talk About Bloomberg’s Vision Pro Hit Piece, Revisiting Apple’s Spatial Computing Strategy
Today's Above Avalon Daily update includes the following stories:
Let’s Talk About Bloomberg’s Vision Pro Hit Piece
Revisiting Apple’s Spatial Computing Strategy
Hello everyone. For today’s update, we will take a closer look at a Bloomberg article regarding Apple that made quite a few waves the past two days. Simply put, there is a lot of noise found with the article. Let’s discuss.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members.
Member Forum Access. Access exclusive channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription by bundling AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
Amazon Unveils New Hardware, A Few Alexa+ Product Highlights, Search Party
Today's Above Avalon Daily update includes the following stories:
Amazon Unveils New Hardware
A Few Alexa+ Product Highlights
Search Party
Hello everyone. Let’s keep running ahead with an update focused on Amazon. The company held a hardware event this past Tuesday. Let’s jump in.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members.
Member Forum Access. Access exclusive channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription by bundling AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
Meta Launches Vibes, OpenAI Launches Sora 2, Sora as a Social App?
Today's Above Avalon Daily update includes the following stories:
Meta Launches Vibes
OpenAI Launches Sora 2
Sora as a Social App?
Hello everyone. Based on the number of incoming comments related to Monday’s update, we will stay in AI land for today’s update. The discussion will be focused on AI-generated videos as Meta and OpenAI battle each other for attention with new product launches.
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OpenAI’s First Ad Campaign for ChatGPT, Anthropic's First Ad Campaign for Claude, Chatbot Rivalry
Today's Above Avalon Daily update includes the following stories:
OpenAI’s First Ad Campaign for ChatGPT
Anthropic's First Ad Campaign for Claude
Chatbot Rivalry
Hello everyone. We will kick off a new week of updates with something a little bit different - a deep dive into the inaugural ad campaigns for some of the largest AI startups (OpenAI, Anthropic) and Perplexity. Let's jump in.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. 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 subscription status at any time.
Subscriber 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 updates sent to members.
Member Forum Access. Access exclusive channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription by bundling AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.