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Above Avalon Episode 185: A Memoji Bridge to Mixed Reality

In episode 185, Neil discusses how Memoji is a tool Apple is relying on to prepare users for mixed realty and completely rethought ways to consume content and communicate with others. Additional topics include the difference between mixed reality, AR, and VR, Apple M&A regarding NextVR and Spaces, and Mark Zuckerberg’s Metaverse. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page (https://www.aboveavalon.com/membership).

Show Notes / Links:

Apple’s Big Bet on Memoji

More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s Metaverse

WWDC 2021 Review

Apple Acquires NextVR, Apple Glasses in 2022?, A Wearables Platform for the Face

Apple Acquires Spaces

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Above Avalon Episode 184: Let's Talk WWDC 2021

In episode 184, Neil discusses the big themes found with this year’s WWDC. The episode then takes a deep dive into watchOS direction and what Neil sees as missed opportunities for unleashing more of Apple Watch’s potential. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page (https://www.aboveavalon.com/membership).

Show Notes / Links:

Apple’s Missed Opportunity at WWDC

WWDC 2021 Review

More on Apple’s Missed Opportunity at WWDC, My Ideas on Apple Watch Strategy Changes, Rethinking Apps on the Wrist

Above Avalon Membership

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Above Avalon Episode 180: 100 Million Wrists

According to my estimate, 100 million people now wear an Apple Watch. This means that approximately 10% of iPhone users wear an Apple Watch. In episode 180, Neil discusses these installed base and adoption figures as part of a larger discussion regarding Apple Watch’s sales momentum, growth potential, and roles in Apple’s ecosystem. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Links:

Apple Watch Is Now Worn on 100 Million Wrists

Above Avalon Episode 174: Apple Watch Is a Runaway Train

Apple Watch Is a Bridge to the Future

Above Avalon Membership

Above Avalon Daily podcast info (sample podcast episodes available here and here)

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Above Avalon Episode 179: Winning the Buyback Debate

After years of criticism, doubt, and questions surrounding Apple’s share buyback program, we are at a point where we can say with confidence that the buyback debate has ended and Apple was declared the winner. In episode 179, Neil goes over how the buyback debate began and why so many people underestimated Apple’s ability to both buy back shares and invest in its future at the same time. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Links:

Apple Won the Share Buyback Debate

Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy

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Above Avalon Episode 178: Welcome to 2021

Episode 178 is dedicated to discussing Apple’s 2020 and where the company finds itself as we enter 2021. The episode goes over the first Above Avalon year in review that was published for 2020. Neil discusses his five favorite Above Avalon weekly articles from 2020 and the sub themes that were found in the 196 daily updates published in 2020.  Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Links:

Above Avalon Year in Review (2020)

Above Avalon Podcast Episodes (available to everyone):

Above Avalon Weekly Articles (available to everyone):

Above Avalon Membership

Above Avalon Daily podcast info (sample podcast episodes available here and here)

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Above Avalon Episode 177: The Rise of the Small Display

While the pandemic is pushing people to embrace larger displays like iPads and Macs, the momentum found with smaller displays is still flying under the radar. In episode 177, Neil discusses how analysis of Apple device display size popularity can be used to gain insight into Apple’s ecosystem and quest to make technology more personal. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Links:

The Rise of Smaller Displays

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Above Avalon Episode 176: The Mac Earned a Diploma

The Mac is seeing momentum by being true to itself instead of trying to be something that it’s not. With a transition to Apple Silicon, the product category is now benefiting from lessons Apple learned from more popular devices aimed at the mass market. As the Above Avalon podcast enters its seventh season, episode 176 is dedicated to discussing the Mac’s Apple Silicon and what may come next for the Mac. Additional topics include the Apple Silicon transition being akin to a graduation for the Mac, the Apple Innovation Feedback Loop, and overlap between the iPad Pro and Mac portables.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members in both written and audio forms. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

Links:

The Mac’s Graduation

Estimating the Number of Mac Users

Estimating the Number of iPads in Use

Estimating Total Number of iPhone Users

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

Above Avalon Daily podcast info page (sample podcast episodes available here and here)

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Above Avalon Episode 174: Apple Watch Is a Runaway Train

While the tech press spent years infatuated with stationary smart speakers and the idea of voice-only interfaces, it was the Apple Watch and utility on the wrist that ushered in a new paradigm shift in computing. In episode 174, Neil discusses how Apple Watch momentum is building. The product category resembles a runaway train as no company is in a position to slow it down. Additional topics include the stationary smart speaker mirage, Neil’s Apple Watch installed base estimates, how Apple Watch derives its momentum, and Apple’s health platform.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members in both written and audio forms. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

Links:

Apple Watch Momentum Is Building

Above Avalon Episode 113: It’s a Smart Speaker Mirage

Above Avalon Episode 163: A Revolution on the Wrist

Apple Watch and a Paradigm Shift in Computing

My Apple Watch Adoption Estimates

Above Avalon Daily podcast info page (sample podcast episodes are available here and here)

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

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Above Avalon Episode 169: The Business of Predicting Turns

Financial market commentators have been stumped by the stock market’s resiliency during the pandemic. Maybe they shouldn't be so surprised. In episode 169, Neil examines the question of whether or not Wall Street tried to predict the pandemic’s turn without actually knowing what such a turn would look like. Additional topics include two truths when it comes to how Wall Street functions, the various predictions for Apple, lessons found with Wall Street’s nature of predicting turns, and how predicting turns ends up being about predicting when calmness will enter and leave the market.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

Links:

Predicting Turns on Wall Street (Above Avalon weekly article)

Jeremy Siegel on CNBC (YouTube)

Market’s Fear Gauge Reaches Decade High (Above Avalon daily update)

iPhone Sales Share Rises During Pandemic (Above Avalon daily update)

More on Predicting Turns on Wall Street (Above Avalon daily update)

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

Above Avalon Daily Updates (list of headlines for stories found in approximately 1,000 updates going back to May 2015)

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Above Avalon Episode 168: The Paid Membership Model

This past week marked the fifth anniversary of Neil launching Above Avalon membership. Above Avalon continues to thrive with a sustainable business model based solely on paid memberships. In episode 168, Neil gives a behind-the-scenes look at Above Avalon’s business model. Additional topics include: Above Avalon’s history, Neil’s “secrets” to success, and his largest challenges found with a paid membership model.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

Links:

Above Avalon Membership Turns Five Years Old (Above Avalon weekly article)

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

Above Avalon Daily Updates (list of headlines for stories found in approximately 1,000 updates going back to May 2015)

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The complete Above Avalon Podcast episode archive (168 episodes) is available here.

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