Apple Reportedly Partnering With Shutterstock for AI Model Training, Shutterstock’s Attractiveness, Apple Adds More Licensed Movies to Apple TV+
Above Avalon
by Neil Cybart
10h ago
In today’s update, we go over my thoughts on the Reuters story regarding the how and why everyone in Big Tech is running to established content (photo) providers for ML and AI model training. The discussion then turns specifically to Shutterstock. We conclude with a few new observations regarding more licensed movies being available on Apple TV+. An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.) Choose ..read more
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Tesla 1Q24 Deliveries, What’s up With Tesla?, Ford Increases Bet on Hybrids, GM Shakes up Software Team
Above Avalon
by Neil Cybart
1w ago
One member in the forum raised a good point regarding livestreaming Apple Immersive Video. Last year, Apple acquired WaveOne. We talked about the acquisition in the March 28th, 2023 update (available here). The company was in the business of AI algorithms for video compression. The takeaway from that acquisition wasn’t specific to livestreaming sports but rather the broader trend of consuming video and your surroundings on spatial computers. Today’s update will be dedicated to the auto space. A few quick notes regarding how we will approach the auto industry following Apple halting Project T ..read more
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Apple Releases "2023 MLS Cup Highlights" for Vision Pro, A Breathtaking Moment for Vision Pro, Apple Immersive Video Questions
Above Avalon
by Neil Cybart
1w ago
Hello everyone. It feels good to be back after a long weekend. We will get back into the swing of things by discussing one thing that captured my attention in recent days: Apple releasing a new immersive film for Apple Vision Pro. An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.) Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Str ..read more
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U.S. Justice Department Turned to European Commission for Help in Apple Battle, Apple Will Seek U.S. Antitrust Complaint Dismissal, The Big Picture
Above Avalon
by Neil Cybart
1w ago
In today’s update, we will tackle a few tangential topics related to the Justice Department’s antitrust complaint against Apple. As for the complaint itself, the past two updates covered most of what needed to be said. There were additional examples of completely absurd statements and tales told by the Justice Department that we won't go over. In the grand scheme of things, our time and attention are better spent elsewhere. An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t l ..read more
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U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 2)
Above Avalon
by Neil Cybart
2w ago
In today’s update, we will continue our discussion from yesterday regarding the U.S. Justice Department’s antitrust complaint against Apple. We will focus on the specific allegations included in the complaint (available here). An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.) Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe ..read more
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U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 1)
Above Avalon
by Neil Cybart
2w ago
Hello everyone. We will begin to discuss and analyze the U.S. Justice Department's antitrust complaint against Apple. The full 88-page document is available here. For today’s update, we will keep the discussion focused on my overall thoughts and reactions. We will take a deeper look at some of the specific arguments put forth in the complaint tomorrow. An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.) C ..read more
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Thoughts on CNBC’s ESPN Documentary, Bob Chapek Breaks Silence, Big Tech’s True Interest in Live Sports
Above Avalon
by Neil Cybart
2w ago
Hello everyone. Earlier today, the U.S. Department of Justice's long-awaited antitrust complaint against Apple, which has been re-worked numerous times over the years, was released. Apple is accused of possessing an iPhone monopoly in the U.S. smartphone market. I will go through the document in the coming days so that we can begin talking about things on Monday. The full 88-page document can be found here. For today's update, we cover a news item that jumped out at me earlier today involving ESPN, Big Tech, and live sports. An Above Avalon membership is required to read this update. Members ..read more
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Sonos Earnings, Sonos Dropping More Hints of Headphones, Sonos vs. Apple Competition
Above Avalon
by Neil Cybart
2w ago
The update begins with Neil’s thoughts on Sonos’ FY1Q24 earnings. The discussion then turns to Sonos dropping some of the clearest hints to date that it will soon unveil headphones. We look at the somewhat complicated competitive dynamic between Sonos and Apple. An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.) Choose either a monthly or annual membership. Payment is hosted by MoonCl ..read more
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Walmart Begins Selling $699 M1 MacBook Air, Apple Becomes Aggressive with MacBook Air, Revisiting Mac Sales
Above Avalon
by Neil Cybart
2w ago
Hello everyone. Today’s update will be dedicated to Walmart beginning to sell the Mac for the first time. The announcement is tied to Apple running with new entry-level pricing for the MacBook Air. There are a few angles to the news worth discussing. Let’s jump right in.  An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.) Choose either a monthly or annual membership. Payment is hoste ..read more
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My Thoughts Regarding the Apple / Gemini AI Licensing Rumor
Above Avalon
by Neil Cybart
3w ago
Hello everyone. Welcome to a new week. For today’s update, we will discuss Bloomberg’s article about Apple and Gemini. There is quite a bit of speculation and nonsense flying around. Let’s jump right in.  An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.) Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and o ..read more
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