Siri’s Promise, My Issues With Siri, How to Gauge Siri’s Progress
Today's Above Avalon Daily email contains the following stories:
Siri’s Promise
My Issues With Siri
How to Gauge Siri’s Progress
We will continue our discussion from yesterday regarding Siri. There is value found in assessing the promise Apple saw in Siri when acquiring the company. We then go over three issues that have led to some Siri friction. The update concludes with my thoughts on how Siri's progress can be properly measured.
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Apple Delays Siri Features, What’s Going On?, Broader Implications
Today's Above Avalon Daily email contains the following stories:
Apple Delays Siri Features
What’s Going On?
Broader Implications
Welcome to a new week. Today's update will be dedicated to Apple's Siri news. Apple announced some Siri features that were unveiled as part of Apple Intelligence features need more time before being released. There's much to talk about, so let's jump right in.
Become a member to continue reading today’s update. Already a member? Read the full update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Member Privileges and Benefits
Become an Above Avalon member and receive the following 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 newsletters sent to members.
Member Forum Access. Access all channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to 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.
Apple’s AI Strategy, My Vision for Siri, Hardware’s Importance
Today's Above Avalon Daily email contains the following stories:
Apple’s AI Strategy
My Vision for Siri
Hardware’s Importance
Today’s discussion will begin with how the DeepSeek news impacts Apple. Our focus will then turn to Apple’s AI strategy. It’s been surprising how few observers have connected the dots. Next, we discuss my vision for Siri. The update concludes with why hardware is gaining importance.
Let’s jump in.
Become a member to continue reading today’s update. Already a member? Read the full update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Member Privileges and Benefits
Become an Above Avalon member and receive the following 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 newsletters sent to members.
Member Forum Access. Access all channels in the Above Avalon forum in Discord.
Email Access. Receive timely responses from Neil to 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.
Looking Ahead at Apple’s 2025
Today's Above Avalon Daily email contains the following story:
Looking Ahead at Apple’s 2025
Hello everyone. It feels good to get back into the swing of things. We will kick off the 10th year of this newsletter with a look ahead at Apple in 2025. There are a few things that have been on my mind. The discussion will likely flow into tomorrow’s update as well.
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.
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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.
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.
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Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
Apple Releases Second Wave of Apple Intelligence, My Initial Thoughts on Visual Intelligence, Image Playground Beats Expectations
Today's Above Avalon Daily email contains the following stories:
Apple Releases Second Wave of Apple Intelligence
My Initial Thoughts on Visual Intelligence
Image Playground Beats Expectations
With iOS 18.2, iPadOS 18.2, and macOS Sequoia 15.2 now out, the second wave of Apple Intelligence features has gone live for the U.S. and localized English for Australia, Canada, Ireland, New Zealand, South Africa, and the UK.
For many Apple users with supported hardware, this second wave will be the one that truly showcases Apple Intelligence. While Writing Tools and things like notification summaries may have their audiences, this second release phase includes Image Playground, Genmoji, Image Wand, visual intelligence, and ChatGPT integration, among other features.
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.
Deconstructing Apple’s Product Event (iPhone)
Today's Above Avalon Daily email contains the following story:
Deconstructing Apple’s Product Event (iPhone)
Happy Monday. Today's update will conclude my Apple event review. We will go over the iPhone segment of the presentation.
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 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.
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.
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.