Neil Cybart (Above Avalon)
Apple analyst publishing multi‑part earnings reviews, iPhone segment analysis, buyback/FCF insights, and "reading between the lines" of Apple’s earnings Q&A.
Early Review Predicted Sora's Social App Potential
Back when Sora launched, this was what I wrote about Sora in Above Avalon Daily. https://www.aboveavalon.com/dailypremiumupdate/2025/10/1/meta-launches-vibes-openai-launches-sora-2-sora-as-a-social-app
Apple’s $599 MacBook Neo Narrows Mac Pricing Gap
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's Recent Wins Redefine Its Identity Beyond ChatGPT
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
MacBook Neo Targets New Users, Not Existing MacBook Owners
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...
10-Year Apple Newsletter Dissects MacBook Neo Strategy
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.
Inside Apple’s MacBook Neo Strategy and Marketing
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...