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June 11th, 2025: Apple’s Master Plan (As Revealed Through WWDC 2025 Announcements)
June 10th, 2025. Three Themes From WWDC 2025
June 6th, 2025: Takeaways From Apple’s Global App Store Study, An Opposing View of the App Store, My Reaction
June 5th, 2025. Apple’s App Store Emergency Motion Denied, Early Tests Show IAP Beats Web Payments, Indie Developers May Continue to Prioritize IAP
June 4th, 2025: Anduril Partners With Meta on Military Headsets, A Headset Drought?, Apple Is Needed (Once Again)
June 3rd, 2025: OpenAI COO Talks Screenless Devices, OpenAI’s Strategy Document From 2024, Apple Appeals EU Interoperability Rules
May 30th, 2025: Takeaways From Apple’s New App Store Study, Apple's Ongoing Fight Against App Store Fraud, App Durability
May 28th, 2025: Apple Acquires RAC7 Gaming Studio, Meta to Open Stores to Sell Wearables, A Retail Wild Card
Introducing AVALON, an all-new podcast about Apple from Neil Cybart
May 27th, 2025: Trump Goes After Tim Cook, Apple’s PR Win, What’s the Solution?
May 22nd, 2025. OpenAI Buys Jony Ive's HW Startup, OpenAI’s First HW Product, Connecting the OpenAI HW Dots
Gemini
May 21st, 2025. My Thoughts on Google I/O 2025
Meta
May 20th, 2025: Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta Is CoComelon for Adults
iPhone 16e
May 19th, 2025. The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues?
CarPlay Ultra
May 16th, 2025. Apple Unveils CarPlay Ultra, CarPlay Ultra vs. CarPlay, Revisiting CarPlay Strategy
2Q25 10-Q
May 15th, 2025. Notes From Apple 2Q25 10-Q, Apple Buyback Tidbits, Forecasting Apple’s Share Buyback Pace
App Store
May 13, 2025. Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success
Eddy Cue
May 12th, 2025. Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search
Reading Between the Lines
May 9th, 2025. Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts
Apple 2Q25 earnings
May 7th, 2025. Apple’s 2Q25 in Three Charts
App Store
May 6th, 2025. Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout
Anti-steering
May 5th, 2025. Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
Apple 2Q25 earnings