Neil Cybart (Above Avalon) - Latest News and Information
Apple analyst publishing multi‑part earnings reviews, iPhone segment analysis, buyback/FCF insights, and "reading between the lines" of Apple’s earnings Q&A.
At $599, MacBook Neo is evidence of Apple closing its Mac price umbrella. That’s a BIG deal when contemplating potential Mac unit sales.
Anthropic has grabbed a number of pretty convincing wins in recent months. This has allowed the company’s brand to mature to mean something other than “not ChatGPT.” I don’t think consensus is fully appreciating the change taking place. https://insideorchard.com/essays/anthropic-is-grabbing-wins
If you currently use a MacBook Air or MacBook Pro, I have my doubts you will move to a MacBook Neo. It's not that different than a iPad Pro vs. iPad dynamic. Neo's power won't be derived from picking off...
Subscribe to my daily newsletter all about Apple. In its tenth year with ~2,000 updates published to date. Since last week, we have been dissecting MacBook Neo strategy from every angle.
This week’s AVALON episode was dedicated to MacBook Neo. We talked about everything ranging from Apple event evolution and TikTok marketing to price umbrellas and MacBook trial balloons. If you have an interest in Apple product and strategy, come join...
