Neil Cybart
@neilcybart
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Apple/tech analysis. Founder/author https://t.co/lPSav2ULYE (@AboveAvalon, @AvalonPod and @AboveAvalonPlus) & https://t.co/aUaEhWriFN (@InsideOrchard).
USA
Joined July 2010
Above Avalon Daily Update (from 3/6): - Apple Closed the Mac Price Umbrella - Is There an iPhone Price Umbrella? - Three Reasons Why Neo Will Likely Succeed https://t.co/9MadrmvQxL
aboveavalon.com
Happy Friday. In thinking through this week’s events and our three updates, there is a discussion to be had that will help to connect our talking points and a few different subjects. Let’s have that...
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Very strong interview from Tim Cook.
Here's my "@CBSSunday Morning" story about Apple's first 50 years.. https://t.co/yJ2ValcC3u And my full, unedited interview with CEO Tim Cook. https://t.co/Z6rqu7gAqz
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I talked about MacBook Neo for an hour via AVALON - my weekly unscripted podcast. AVALON subscribers, the episode is in your podcast players. If you haven’t subscribed to AVALON yet, join us. New episodes on Tuesdays.
This week’s episode is now available. 📢 Say Hello to Neo A special edition episode dedicated to MacBook Neo. @NeilCybart discusses how Neo will represent an inflection point for both the Mac and Apple. Competitors don’t know what is about to hit them. AVALON is 100%
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Today’s Above Avalon Daily update: - Apple Unveils MacBook Neo - Neo as a Mac Inflection Point - The Windows Brigade Is Doomed https://t.co/w5Fm0Ea8Xa
aboveavalon.com
Happy Thursday. Today's update will be dedicated to the big story from Wednesday: Apple unveiling an all-new $599 MacBook. For tomorrow's update, we will look at a few broader themes found throughout...
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I talked about MacBook Neo for an hour via AVALON - my weekly unscripted podcast. AVALON subscribers, the episode is in your podcast players. If you haven’t subscribed to AVALON yet, join us. New episodes on Tuesdays.
This week’s episode is now available. 📢 Say Hello to Neo A special edition episode dedicated to MacBook Neo. @NeilCybart discusses how Neo will represent an inflection point for both the Mac and Apple. Competitors don’t know what is about to hit them. AVALON is 100%
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Considering how Apple held in-person events this morning (for Neo), I think we can say Neo got its own launch event - sort of.
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One thing about the MacBook Neo video that jumps out at me is how often Apple simply says “Neo” instead of “MacBook Neo." There were also a few “your Neo” mentions. The strategy doesn’t work with “Pro” as it’s too generic. “Air” doesn’t work either. Apple looking to own “Neo."
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Apple just unveiled an all-new MacBook. MacBook Neo. $599. (For education, $499.) Apple is bringing the Mac to market segments that have never previously experienced the Mac. If you are a member of the Windows brigade (Microsoft, Qualcomm, Dell etc.), you need to take this
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My thoughts on Day 2 of Apple’s spring product launch are found in the update below. AI was the major theme connecting the Mac updates. Also, contrary to how some publications are trying to spin the news, Apple actually cut MacBook Air (M5) pricing. The 512GB storage option
Yesterday’s Above Avalon Daily update: - Thoughts on Day 2 of Apple’s Spring Product Launch - The iPad Air (M4) - More on iPhone 17e and Low-End Smartphones https://t.co/ukKbbbl3K0
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The Above Avalon Daily update below covered the iPhone 17e unveiling. There are some curious product marketing decisions with this one. Also difficult to look at the device and not think about Apple’s broader approach to lower price segments in the smartphone market.
Yesterday’s Above Avalon Daily update: - Apple Unveils iPhone 17e - Thoughts on the iPhone 17e - Apple and Low-End Smartphones https://t.co/XWoBNaQ9MP
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The Verge has been a slow motion car accident for years though. Not sure how much of the site’s declining traffic can be attributed to chatbots and evolving search behavior versus people just moving on. The same can be said for a number of tech-focused publications. A few years
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Assuming the data is true, this is brutal stuff. Most of these sites won’t be able to recover. Anecdotally, I rarely hear about or see anything related to The Verge these days. It’s as if the site just disappeared. Based on the data below, that’s not too far from the truth.
No discussion of tech media can get past this basic traffic fact: in the AI world, Google and social no longer refer traffic, which means that the vast majority of readers just never find you in the first place. Analysis: https://t.co/zZW6PhxhZ2
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For my newest @InsideOrchard essay and podcast episode, I examined what’s unfolding on Wall Street as it pertains to the Mag 7 underperformance. Microsoft and Amazon shares are underperforming the S&P 500 over a five-year stretch going back to 2021. That is remarkable. There are
insideorchard.com
Over the past few years, a periodic topic that we have talked about in these essays has revolved around Wall Street’s evolving attitude to AI mania. On again, off again jitters found with AI-related...
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Day 2 of Apple’s Spring Product Launch week. It’s a busy one. 1) MacBook Air (M5) - $1,099 ($100 price increase, although starting storage has doubled from M4). 2) M5 Pro and M5 Max chips. 3) MacBook Pro (M5 Pro and M5 Max) - $200 price increases vs. M4 family, although
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1) Apple designers end up designing for the entire tech industry. 2) Shipping a dedicated keyboard on a smartphone in 2026 is bonkers.
As always Apple’s design influence never ends cosmic orange everywhere
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