Neil Cybart Neil Cybart

Thinking Through Headset / AR Glasses Competition and Landscape

Today's Above Avalon Daily email contains the following story:

  • Thinking Through Headset / AR Glasses Competition and Landscape

Hello everyone. Following yesterday's update regarding Google/Samsung partnership news, today’s update will be focused on the competitive landscape facing headsets and AR glasses. There are a number of moving parts. Let's jump right in.

Above Avalon membership is required to read this update. Members can read the update here.


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. Contact me with any questions. 

Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.

Member Privileges and Benefits

Become an Above Avalon member and receive the following privileges and benefits:

  • Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple. 

  • Member Archive. Access all previous analysis sent to members.

  • Member Forums. Interact with other members in the Above Avalon forum in Discord.

  • Priority Email Access. Receive timely responses to all 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.

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Neil Cybart Neil Cybart

Meta Unveils “Open” Mixed Reality Ecosystem, Zuckerberg’s Motivation, Getting Out Ahead of Android XR

Today's Above Avalon Daily email covers the following topics:

  • Meta Unveils “Open” Mixed Reality Ecosystem

  • Zuckerberg’s Motivation

  • Getting Out Ahead of Android XR

The news continues to flow. Today’s update will be focused on the big development from Meta in mixed reality land.

Above Avalon membership is required to read this update. Members can read the update here.


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. Contact me with any questions. 

Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.

Member Privileges and Benefits

Become an Above Avalon member and receive the following privileges and benefits:

  • Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple. 

  • Earnings Model. Access my working Apple earnings model (an Excel file that also works in Numbers).

  • Member Archive. Access all previous analysis sent to members.

  • Member Forums. Interact with other members in the Above Avalon team in Slack.

  • Priority Email Access. Receive timely responses to all 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.

Read More