Observations Attending WWDC, WWDC Keynote Priorities, An Impressive visionOS 2
Today's Above Avalon Daily email contains the following stories:
Observations Attending WWDC
WWDC Keynote Priorities
An Impressive visionOS 2
As mentioned last week, we will shift our attention this week to everything from the WWDC keynote that wasn’t Apple Intelligence. For today's discussion, we will go over my broader observations from attending the keynote at WWDC and then talk visionOS 2.
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How Apple Intelligence Was Developed, Ranking Apple Intelligence Features, AAPL’s Wacky Price Action
Today's Above Avalon Daily email contains the following stories:
How Apple Intelligence Was Developed
Ranking Apple Intelligence Features
AAPL’s Wacky Price Action
There is value found in spending time on the details regarding how Apple Intelligence was developed and functions. We will then go over my thoughts on the various Apple Intelligence features, ranking the features from most impressive to most concerning. We will then address AAPL price action.
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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.
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Apple Intelligence Is a Game Changer
Today's Above Avalon Daily email contains the following story:
Apple Intelligence Is a Game Changer
Hello everyone. Given the way Apple put together the WWDC 2024 keynote, there is a natural divide that we will utilize for our review and analysis. The next two updates will be dedicated to Apple Intelligence. Today’s discussion will have a broader theme while we will go over the Apple Intelligence features and more on ChatGPT integration tomorrow. Thursday’s update will go over everything else from the keynote.
Yesterday, we had an entertaining (virtual) meetup in the member forum. If you haven't checked out how it went down, hop on over to the forum (using this link) and take a look. You can leave your own comments to any of the discussions as well.
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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.
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NBA Media Rights Negotiations Wrapping Up, Where’s Apple?, NBA and Apple Immersive Video
Today's Above Avalon Daily email covers the following topics:
NBA Media Rights Negotiations Wrapping Up
Where’s Apple?
NBA and Apple Immersive Video
Today's update will have an NBA / Apple theme. We begin with a close look at how the NBA media rights negotiations are trending (via the WSJ). The discussion goes over who are likely to be the big winners. We then turn to Apple and look at where the company is relative to NBA media rights. The update concludes with some ways the NBA can embrace Apple Immersive Video.
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Qualcomm’s Ridiculous Mac Ad, Publishers Talk up Apple News, Drivers Behind Apple News’ Success
Today's Above Avalon Daily email covers the following topics:
Qualcomm’s Ridiculous Mac Ad
Publishers Talk up Apple News
Drivers Behind Apple News’ Success
Happy Tuesday. The discussion begins with my thoughts on Qualcomm’s ridiculous Mac ad involving Justin Long. The update then turns to Apple News and publishers talking up the service. We look at why Apple News is working for publishers.
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Spotify Raises U.S. Prices…Again, Spotify’s Sneaky Audiobook Move, Apple’s Opportunity
Today's Above Avalon Daily email covers the following topics:
Spotify Raises U.S. Prices…Again
Spotify’s Sneaky Audiobook Move
Apple’s Opportunity
Happy Monday.
Spotify is raising prices in the U.S. for the second time in a year. Back in April, over at Inside Orchard, I discussed how Spotify is being pulled in different directions as its advertising apparatus comes in weaker than management hoped.
For today’s discussion, we are going to take things in a different direction as there are some changes in the music streaming landscape that Apple can take advantage of.
Let's jump right in.
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Signs Point to New Beats Pill Speaker, Google and Magic Leap Form Partnership, First Up-Close Shots of Apple’s Immersive Video Cameras
Today's Above Avalon Daily email covers the following topics:
Signs Point to New Beats Pill Speaker
Google and Magic Leap Form Partnership
First Up-Close Shots of Apple’s Immersive Video Cameras
We will conclude this week’s updates with three stories that caught my interest. The discussion begins with a new Beats speaker. We then turn to AR land and news of Google and Magic Leap forming a partnership. The update concludes with Apple Immersive Video.
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About Those iPhone Sales Reports From China, Apple Designers Talk iPad Pro and Apple Pencil Pro
Today's Above Avalon Daily email covers the following topics:
About Those iPhone Sales Reports From China
Apple Designers Talk iPad Pro and Apple Pencil Pro
We will jump into today's update with some iPhone news, followed by iPad Pro and Apple Pencil Pro.
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Apple & Beats: Ten Years Later, Grading the Beats Acquisition, Apple / Beats Lessons
Today's Above Avalon Daily email covers the following topics:
Apple & Beats: Ten Years Later
Grading the Beats Acquisition
Apple / Beats Lessons
Today’s update will be a bit different as we look back at Apple’s largest acquisition to date: Beats. Today marks the tenth anniversary of Apple announcing its Beats acquisition.
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Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
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Microsoft’s Recall Feature, PC vs. Mac in Enterprise, Humane Looking To Sell
Today's Above Avalon Daily email covers the following topics:
Microsoft’s Recall Feature
PC vs. Mac in Enterprise
Humane Looking To Sell
In today’s update, we go over my thoughts on Microsoft’s Recall feature. The discussion then turns to the theory that Apple has been successful in steadily picking off Windows users in enterprise settings. We conclude with Humane reportedly looking to sell itself just a month after releasing its pin.
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Member Privileges and Benefits
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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).
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Microsoft’s Copilot+ PC Event, It’s All About Apple, A Dystopian Future
Today's Above Avalon Daily email covers the following topics:
Microsoft’s Copilot+ PC Event
It’s All About Apple
A Dystopian Future
Happy Tuesday. We will continue going over tech presentations as they take place. Today’s update will be dedicated to the Microsoft event that occurred yesterday.
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Member Privileges and Benefits
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Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
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More on the Current State of iPad, CIRP’s Wacky iPad Upgrade Math, My iPad Upgrade Data
Today's Above Avalon Daily email covers the following topics:
More on the Current State of iPad
CIRP’s Wacky iPad Upgrade Math
My iPad Upgrade Data
Last Friday, a new Above Avalon report, "iPad Pro and the Goal of Perfection," was sent out to all of you via email. For those of you with the podcast add-on, the audio version of the episode (20 minutes) came out on Friday as well – under the Above Avalon Reports podcast. For today's update, we will continue the iPad discussion.
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Member Privileges and Benefits
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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.
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Google I/O 2024, Project Astra, Imagen 3 / Music AI Sandbox / Veo
Today's Above Avalon Daily email covers the following topics:
Google I/O 2024
Project Astra
Imagen 3 / Music AI Sandbox / Veo
Yesterday’s update was all about OpenAI’s spring event. Today’s update is all about Google I/O 2024.
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Above Avalon Membership
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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.
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