Neil Cybart
@neilcybart.bsky.social
Apple / tech analysis. Founder/author http://AboveAvalon.com and http://InsideOrchard.com. Focusing is about saying no.
Here were the topics discussed in last week's Above Avalon Daily newsletter updates. Each update is roughly 1,500 words and contains comprehensive analysis & research on all things Apple. Sent via email and available in podcast form as well. aboveavalon.com/aboveavalond...
May 20, 2025 at 8:32 PM
Here were the topics discussed in last week's Above Avalon Daily newsletter updates. Each update is roughly 1,500 words and contains comprehensive analysis & research on all things Apple. Sent via email and available in podcast form as well. aboveavalon.com/aboveavalond...
Another receipt:
February 25th, 2025. Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0
aboveavalon.com/dailypremium...
February 25th, 2025. Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0
aboveavalon.com/dailypremium...
April 12, 2025 at 7:12 PM
Another receipt:
February 25th, 2025. Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0
aboveavalon.com/dailypremium...
February 25th, 2025. Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0
aboveavalon.com/dailypremium...
Above Avalon members were well prepared for Apple tariff exemptions being granted. Here's the *very* first thing I wrote for members after Trump won the election last November.
April 12, 2025 at 7:11 PM
Above Avalon members were well prepared for Apple tariff exemptions being granted. Here's the *very* first thing I wrote for members after Trump won the election last November.
Assuming I am reading this statement the right way (it's a bit confusing):
- A 90-day pause on 10% blanket tariff
- All reciprocal tariffs, except for China, reduced to 10% for 90 days
- China tariffs raised to 125% (both sides playing "who will blink first" contest)
Significant development
- A 90-day pause on 10% blanket tariff
- All reciprocal tariffs, except for China, reduced to 10% for 90 days
- China tariffs raised to 125% (both sides playing "who will blink first" contest)
Significant development
April 9, 2025 at 5:43 PM
Assuming I am reading this statement the right way (it's a bit confusing):
- A 90-day pause on 10% blanket tariff
- All reciprocal tariffs, except for China, reduced to 10% for 90 days
- China tariffs raised to 125% (both sides playing "who will blink first" contest)
Significant development
- A 90-day pause on 10% blanket tariff
- All reciprocal tariffs, except for China, reduced to 10% for 90 days
- China tariffs raised to 125% (both sides playing "who will blink first" contest)
Significant development
I write a daily newsletter dedicated to Apple. Updates go over current news and developments impacting Apple, its competitors, and the industries Apple plays in (or will play in). Here are the stories discussed over the past two weeks. aboveavalon.com/aboveavalond...
March 30, 2025 at 8:49 PM
I write a daily newsletter dedicated to Apple. Updates go over current news and developments impacting Apple, its competitors, and the industries Apple plays in (or will play in). Here are the stories discussed over the past two weeks. aboveavalon.com/aboveavalond...
I wrote the following in my latest Above Avalon Daily newsletter. aboveavalon.com/dailypremium...
March 18, 2025 at 1:27 PM
I wrote the following in my latest Above Avalon Daily newsletter. aboveavalon.com/dailypremium...
The gaslighting on this topic is getting out of hand. We are at the “Apple can’t make a LLM” gaslight phase.
March 18, 2025 at 1:26 PM
The gaslighting on this topic is getting out of hand. We are at the “Apple can’t make a LLM” gaslight phase.
Narrator: Qualcomm is very nervous about Apple beginning to ship its own modems.
March 6, 2025 at 9:20 PM
Narrator: Qualcomm is very nervous about Apple beginning to ship its own modems.
Kunal raises a good point. Keep in mind - devices that have Apple Intelligence will likely get the next few years of Apple Intelligence features as well. Apple Intelligence won't be just what you see today. Partly explains why Apple is going so hard with Apple Intelligence marketing push.
February 28, 2025 at 3:42 PM
Kunal raises a good point. Keep in mind - devices that have Apple Intelligence will likely get the next few years of Apple Intelligence features as well. Apple Intelligence won't be just what you see today. Partly explains why Apple is going so hard with Apple Intelligence marketing push.
In what should come as a surprise to no one, Humane is done. Sold to HP for scraps.
The moral of the story: Don't bet against screens.
I wrote the following in 2023. Humane's fate was sealed before they even sold one pin.
aboveavalon.com/dailypremium...
The moral of the story: Don't bet against screens.
I wrote the following in 2023. Humane's fate was sealed before they even sold one pin.
aboveavalon.com/dailypremium...
February 19, 2025 at 12:54 PM
In what should come as a surprise to no one, Humane is done. Sold to HP for scraps.
The moral of the story: Don't bet against screens.
I wrote the following in 2023. Humane's fate was sealed before they even sold one pin.
aboveavalon.com/dailypremium...
The moral of the story: Don't bet against screens.
I wrote the following in 2023. Humane's fate was sealed before they even sold one pin.
aboveavalon.com/dailypremium...
It actually all makes perfect sense. NBA All Star Weekend has always reflected the underlying product being produced (NBA games). Since the underlying product is in long-term decline, there should be no surprise found with All Star Weekend flopping hard.
February 18, 2025 at 2:21 PM
It actually all makes perfect sense. NBA All Star Weekend has always reflected the underlying product being produced (NBA games). Since the underlying product is in long-term decline, there should be no surprise found with All Star Weekend flopping hard.
Great game UConn. Best freshman in the country in Liam McNeely. 💪
February 12, 2025 at 4:33 AM
Great game UConn. Best freshman in the country in Liam McNeely. 💪
To receive my Apple analysis directly in your inbox throughout the week, become an Above Avalon member and sign up for my exclusive Above Avalon Daily newsletter. Now in its tenth year.
www.aboveavalon.com/aboveavalond...
All of my analysis is also available via podcast.
www.aboveavalon.com/aboveavalond...
All of my analysis is also available via podcast.
February 11, 2025 at 4:33 PM
To receive my Apple analysis directly in your inbox throughout the week, become an Above Avalon member and sign up for my exclusive Above Avalon Daily newsletter. Now in its tenth year.
www.aboveavalon.com/aboveavalond...
All of my analysis is also available via podcast.
www.aboveavalon.com/aboveavalond...
All of my analysis is also available via podcast.
"A Work from Home Head Fake"
insideorchard.com. May 2021.
I took a lot of heat for publishing this in 2021. People called me out of touch and stuck in the past. Today, people now say "of course it was a head fake."
insideorchard.com/essays/a-wor...
insideorchard.com. May 2021.
I took a lot of heat for publishing this in 2021. People called me out of touch and stuck in the past. Today, people now say "of course it was a head fake."
insideorchard.com/essays/a-wor...
January 31, 2025 at 10:54 PM
"A Work from Home Head Fake"
insideorchard.com. May 2021.
I took a lot of heat for publishing this in 2021. People called me out of touch and stuck in the past. Today, people now say "of course it was a head fake."
insideorchard.com/essays/a-wor...
insideorchard.com. May 2021.
I took a lot of heat for publishing this in 2021. People called me out of touch and stuck in the past. Today, people now say "of course it was a head fake."
insideorchard.com/essays/a-wor...
Work from home was one of the largest head fakes to come from the pandemic. Hybrid work arrangements now being canned and replaced with five days in the office.
(P.S. Evidence is building that Dell is starting to feel the impact from Apple silicon Macs.)
(P.S. Evidence is building that Dell is starting to feel the impact from Apple silicon Macs.)
January 31, 2025 at 10:52 PM
Work from home was one of the largest head fakes to come from the pandemic. Hybrid work arrangements now being canned and replaced with five days in the office.
(P.S. Evidence is building that Dell is starting to feel the impact from Apple silicon Macs.)
(P.S. Evidence is building that Dell is starting to feel the impact from Apple silicon Macs.)
A big (tech) question found with Elon Musk's close involvement with Trump is how Musk would treat competitors when it comes to policy. Musk going after OpenAI on X, after Trump spoke very highly of OpenAI, suggests there is a (hard) limit to Musk's influence.
January 23, 2025 at 12:58 PM
A big (tech) question found with Elon Musk's close involvement with Trump is how Musk would treat competitors when it comes to policy. Musk going after OpenAI on X, after Trump spoke very highly of OpenAI, suggests there is a (hard) limit to Musk's influence.
Can't stop thinking about this.
Some of the best guerrilla marketing from Apple, in this case Apple TV+, in recent memory.
Some of the best guerrilla marketing from Apple, in this case Apple TV+, in recent memory.
January 15, 2025 at 3:52 PM
Can't stop thinking about this.
Some of the best guerrilla marketing from Apple, in this case Apple TV+, in recent memory.
Some of the best guerrilla marketing from Apple, in this case Apple TV+, in recent memory.
All member analysis is also available as a podcast. I read every update, often adding context here and there vs. what's found in the email version. The podcast is available via an add-on. You can sign up with the podcast add-on already attached to your membership (shown below).
January 8, 2025 at 7:38 PM
All member analysis is also available as a podcast. I read every update, often adding context here and there vs. what's found in the email version. The podcast is available via an add-on. You can sign up with the podcast add-on already attached to your membership (shown below).
The Above Avalon Daily newsletter turns 10 years old this year. I wrapped up 2024 with thoughts on headset / AR glasses competition & the overall landscape. Consensus has some things wrong. Four updates each week. Available to members. Sign up here: aboveavalon.com/subscribe
January 8, 2025 at 7:34 PM
The Above Avalon Daily newsletter turns 10 years old this year. I wrapped up 2024 with thoughts on headset / AR glasses competition & the overall landscape. Consensus has some things wrong. Four updates each week. Available to members. Sign up here: aboveavalon.com/subscribe
Looking for a last-minute (tech-oriented) gift? Go digital w/ Above Avalon Gifts. This is the one time each year when various options are available for gifting an Above Avalon membership & accompanying add-ons. For information on Above Avalon gifts, check out this page: aboveavalon.com/gifts.
December 24, 2024 at 2:26 PM
Looking for a last-minute (tech-oriented) gift? Go digital w/ Above Avalon Gifts. This is the one time each year when various options are available for gifting an Above Avalon membership & accompanying add-ons. For information on Above Avalon gifts, check out this page: aboveavalon.com/gifts.
Above Avalon Gifts are back for the 2024 holiday season. This is the one time each year when various options are available for gifting an Above Avalon membership and the accompanying add-ons. Want someone to gift *you* a membership? Send them this link: aboveavalon.com/gifts
December 20, 2024 at 3:33 PM
Above Avalon Gifts are back for the 2024 holiday season. This is the one time each year when various options are available for gifting an Above Avalon membership and the accompanying add-ons. Want someone to gift *you* a membership? Send them this link: aboveavalon.com/gifts
Here were the stories discussed in last week's Above Avalon Daily updates. Apple's modem plans, Apple betting on Saudi Arabia, Vision Pro wins Innovation of the Year, Spotify / Disney earnings, the second wave of Apple Intelligence.
December 18, 2024 at 7:01 PM
Here were the stories discussed in last week's Above Avalon Daily updates. Apple's modem plans, Apple betting on Saudi Arabia, Vision Pro wins Innovation of the Year, Spotify / Disney earnings, the second wave of Apple Intelligence.
I’ll say it again. UConn is a top 10 team. They are only getting better. 💪
December 15, 2024 at 3:35 AM
I’ll say it again. UConn is a top 10 team. They are only getting better. 💪
Apple doesn't have some kind of product czar who dictates every and any product decision. Such a role would not work with a ~$4 trillion company possessing an expansive ecosystem of devices, software, and services. Instead, Apple has fully embraced small team autonomy.
December 13, 2024 at 4:25 PM
Apple doesn't have some kind of product czar who dictates every and any product decision. Such a role would not work with a ~$4 trillion company possessing an expansive ecosystem of devices, software, and services. Instead, Apple has fully embraced small team autonomy.
Not enough people want to admit how the Apple CEO role now requires being deeply intertwined with diplomacy. This will only intensify as Apple grows, becoming more powerful relative to individual countries and governments.
December 13, 2024 at 4:24 PM
Not enough people want to admit how the Apple CEO role now requires being deeply intertwined with diplomacy. This will only intensify as Apple grows, becoming more powerful relative to individual countries and governments.