Going After the Next 250 Million Wrists (AVALON Podcast)
In the 19th episode of the AVALON podcast, Neil discussed the following topics/subjects:
What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)
My Apple Watch Ultra 3 impressions.
Apple Watch onboarding.
Apple Watch strategy.
My Apple Watch installed base / sales estimates.
The value found with computing on the wrist.
Is the Apple Watch being held back by Apple?
Lighting Round (two topics two minutes each)
Anthropic’s NYC pop-up shop (via Air Mail’s brick-and-mortar location).
EA sells itself to private equity.
Give Me a Break (something ridiculous that jumped out at me)
Sora 2 and AI slop.
Tell Me More (something intriguing that has my attention)
Anthropic is on to something with its “Keep Thinking” brand campaign.
Listen to the first four minutes of the episode below:
Become a subscriber to continue listening to the 81-minute episode. Already an AVALON subscriber? The episode “Going After the Next 250 Million Wrists” is in your podcast player.
Choose a monthly subscription or go with annual to save. (Charges can be expensed by your employer as the podcast is filled with analysis and research. If you need paid invoice receipts, go with the annual plan.)
Upon signup, you will receive a welcome email with directions for getting the podcast in your player. AVALON can be listened to in Apple Podcasts and various third-party podcast players including Pocket Casts, Overcast, and Castro.
If you are currently an Above Avalon member (good choice), with the Podcasts add-on attached to your membership, you get the AVALON podcast for FREE. This is one of the best deals available in the Above Avalon ecosystem.
If you are an Above Avalon member without the Podcast add-on, no worries - you still receive a large 40% discount. Pay just an extra $6 per month (or $60 per year) for AVALON by filling out this form.
Yes, AirPods Are Still Being Underestimated (AVALON Podcast)
In the 18th episode of the AVALON podcast, Neil discussed the following topics/subjects:
What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)
My AirPods Pro 3 impressions.
AirPods as an AI device.
Usage trends / public acceptance for AirPods.
AirPods as a platform.
Where Apple can bring AirPods.
AirPods sales / addressable market / installed base.
Lighting Round (two topics two minutes each)
OpenAI and Anthropic launch first genuine ad campaigns / major differences in commercials.
Oura surpasses $10 billion valuation.
Give Me a Break (something ridiculous that jumped out at me)
Bloomberg’s attempt at a hit piece with its “Why Apple has a big AI problem” video.
Tell Me More (something intriguing that has my attention)
How some things in life haven’t changed despite technology. Observations from recent trips to my childhood playground and a local high school football game.
Listen to the first four minutes of the episode below:
Become a subscriber to continue listening to the 74-minute episode. Already an AVALON subscriber? The episode “Yes, AirPods Are Still Being Underestimated” is in your podcast player.
Choose a monthly subscription or go with annual to save. (Charges can be expensed by your employer as the podcast is filled with analysis and research. If you need paid invoice receipts, go with the annual plan.)
Upon signup, you will receive a welcome email with directions for getting the podcast in your player. AVALON can be listened to in Apple Podcasts and various third-party podcast players including Pocket Casts, Overcast, and Castro.
If you are currently an Above Avalon member (good choice), with the Podcasts add-on attached to your membership, you get the AVALON podcast for FREE. This is one of the best deals available in the Above Avalon ecosystem.
If you are an Above Avalon member without the Podcast add-on, no worries - you still receive a large 40% discount. Pay just an extra $6 per month (or $60 per year) for AVALON by filling out this form.
Introducing AVALON, an all-new podcast about Apple from Neil Cybart
This is a fascinating time for Apple. The company is opening new chapters with spatial computing and personal intelligence. Looking ahead, the next 10 years will be incredibly intriguing. However, it doesn’t feel like it in the Apple community.
Many long-time voices in the space seem tired. This has led to podcasts filled with complaining more than anything else. Some podcasters have seemingly lost touch with their audiences. It’s time for fresh, down-to-earth voices. That is why I am starting a new podcast called AVALON. (Check out the website here.)
This is my first unscripted podcast. It's loosely modeled after Apple’s Monday morning meetings in which the senior executive team goes over the entire business.
Each week, the discussion will be anchored on Apple products. There will be plenty of product strategy and industry analysis talk as well as personal observations and perspective. We will also have time to talk about other topics and hear from AVALON listeners.
Join me on this new journey. The first episode will go live on Tuesday, June 3rd. New episodes will be released every Tuesday.
Instead of depending on sponsorships or ads which would make me chase listener growth, AVALON will be 100% supported by its listeners. For non-members, a subscription will be $10 per month or $100 per year. You can use the following payment forms below:
For Above Avalon members with the Podcasts add-on attached to their membership, the AVALON podcast will be free. This marks a significant expansion in value found with the Podcasts add-on, which will now provide access to two exclusive podcasts (Above Avalon Daily and AVALON). If you have the Podcasts add-on, you will receive an email from “Neil Cybart (via Transistor)” that will allow you add the AVALON podcast to your favorite podcast player. For those of you without the Podcasts add-on, you can attach the add-on to your membership by filling out the form available here.
Members without the Podcasts add-on receive a large 40% discount on AVALON (just $6 per month or $60 per year). The special pricing represents more value flowing to your underlying membership. Fill out the form available here to sign up for AVALON at $6 per month or $60 per year.
Check out a quick video recapping this announcement here (YouTube) or here(AboveAvalon.com)
- Neil