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Just published today's Above Avalon Daily update. The NVIDIA news regarding the H20 chip led me to revisit Trump's Middle East trip from May (which ended up not being great for Cook who didn't attend).

“Meme Stocks and YOLO Bets Are Back and Fueling the Market’s Rally”

IMAX grabbing whatever remaining oxygen is left in the movie theater genre. Selling tickets for a release a year out. Pushing scarcity. Nolan. All signs that suggest this is sort of a post-movie theater stage (until spatial computers kill IMAX theaters too).

As Jeff Williams wraps up his time as Apple COO, it's important to say: He was perennially underestimated because he didn't have the CEO title next to his name. Odds are good the same will happen to his successor Sabih Khan who has been overseeing Apple's supply chain for years.

There has been a rise in CEOs and founders giving sit down "interviews" with entities (people, companies, publications, podcasters, YouTubers) in which there are clear conflicts of interest (sponsorship money / personal relationships that go beyond business). No one seems to

I think there are a few developments fueling the "interviews have evolved into soft fireside chats with friends" shift. 1) It's harder to make money in media, especially in podcasts. At the same time, it's harder to stand out since barriers to entry are low. As a result, we

For yesterday's update, we began with Apple TV+ securing dozens of Emmy nominations. At first it may seem odd, but using # of Emmy nominations could be one way of gauging Apple TV+ strategy success. The discussion then turned to Netflix which appears to be losing video streaming

I'm very concerned by AI agents as they relate to us losing agency. There is a slippery slope that many companies are going to run down headfirst simply because they can. Life is a stream of ideas, decisions, and experiences that we should go through. I discussed the topic in

1) Apple Maps is an aesthetically pleasing mapping solution that prioritizes ease of use while playing heavily in user intangibles. Google Maps pushes data and information so much that it actually becomes a distraction. It's basically become Google Search repackaged in a mapping

We wrapped up the week in the automobile space. The update went over my thoughts on Rivian shifting to Google Maps, Uber looking to build its own autonomy fleet, and Tesla's awful 2Q25 delivery figures.

The dumb on this website seems to be increasing (amplified) while the smart is decreasing (not amplified).

In recent years, some people have tried to use Apple’s operations prowess against the company to imply product innovation is being deemphasized. It’s a ridiculous claim that speaks more to the danger found with narratives.