Breaking Down the ChatGPT / Apple Intelligence Integration, Is OpenAI Paying Apple?, Why Apple’s ChatGPT Integration Is Genius

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

  • Breaking Down the ChatGPT / Apple Intelligence Integration

  • Is OpenAI Paying Apple?

  • Why Apple’s ChatGPT Integration Is Genius

I underestimated the amount of notes that I have for Apple Intelligence. In addition, Apple’s Platforms State of the Union, aimed at developers, offered an interesting look at Apple Intelligence. There are then questions coming in from members regarding Apple’s stock price move (+10% in two days).

Here’s the game plan:

  • Today’s focus will go over the Apple Intelligence / ChatGPT integration. While Apple didn’t dedicate much stage time to the news, there are many implications to consider.

  • For tomorrow, there is value found in spending time on the details regarding how Apple Intelligence functions. We will also talk about some of the Apple Intelligence features tomorrow. We will then address AAPL price action.

  • We will get to everything else from the WWDC keynote on Monday. This is not due to those items lacking interest. Instead, it’s just tough to reach everything in short order. There were also a few observations from Apple Park.

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.

Thoughts Heading Into WWDC 2024

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

  • Thoughts Heading Into WWDC 2024

Happy Thursday. Today’s update will go over my thoughts ahead of next week.

Virtual Member Meetup on Monday. Following the WWDC keynote, there will be a virtual member meetup in the member forum in Slack (available here) on Monday at 6:00 pm ET / 3:00 pm PT. The meet-up will provide an opportunity for members to have conversations in real-time about everything that Apple announced. In addition to participating in the meetup myself, I moderate the discussion topics etc. The discussions are then made available afterwards for other members to read through in Slack. If you have never joined the Above Avalon team in Slack, you can request an invite here. If you have previously been in the Slack team, your email has already been registered and you can just log in. Any updates/changes related to the virtual meet-up will be shared in Slack, so keep an eye there on Monday.

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.

OpenAI’s Spring Update Event, GPT-4o, Apple Hardware at the OpenAI Event

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

  • OpenAI’s Spring Update Event

  • GPT-4o

  • Apple Hardware at the OpenAI Event

Today’s update is dedicated to discussing OpenAI’s spring event.

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.