The AVALON Podcast

A podcast about Apple unlike anything you have listened to before. Join @NeilCybart each week (Tuesdays) for a journey through the world of Apple.

[The AVALON Podcast @avalonpod]

“[The mass market is] not using ChatGPT, they’re not using Gemini…you can insert whatever you want, they’re not tying those digital assistants to their messages, their photos, their calendars, the phone app, the voicemails, there isn’t that connection. So those digital assistants do not have visibility into their personal context like that. Siri AI does,” says @NeilCybart.

From AVALON episode “Hellooo Siri”: https://t.co/glrjOIAlyu   

Listen to the FULL 79-minute episode and receive new episodes every Tuesday by subscribing for just $10/month (or save by going with an annual plan): https://t.co/d082zSlJoZ

More information about AVALON (@AvalonPod): https://t.co/LotorTXBva

[Neil Cybart @neilcybart]

I have a weekly podcast about Apple called AVALON.

The podcast is unlike anything you have listened to before.

Join me each week for a journey through the world of Apple - loosely modeled after Apple’s famous Monday morning meetings.

This week’s episode is all about Siri AI. 80 minutes of my impressions using Siri AI, strategy, and analysis.

AVALON is unique in that it is 100% supported by its subscribers. There are no sponsorship reads to skip. No undisclosed financial arrangements.

Join me and others on the AVALON journey.

[The AVALON Podcast @avalonpod]

AVALON Episode 52: Hellooo Siri

All about Siri AI.

Discussion topics:

- @NeilCybart's impressions using Siri AI.
- Siri AI's secret sauce.
- Siri AI vs. ChatGPT vs. Gemini.
- Developers and Siri AI.
- How Siri AI will impact the competitive landscape (Meta, Google, Spotify, Netflix, OpenAI, etc.).
- How Siri AI will impact app usage.
- Where Siri AI is headed.

AVALON is a weekly podcast about Apple. 100% supported by its listeners. Subscribe for a unique perspective - new episodes on Tuesdays. Just $10/month or save with the $100/year plan. Discounts available to those who also subscribe to Above Avalon Daily.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player.

https://t.co/glrjOIAlyu

[The AVALON Podcast @avalonpod]

“What was it like being on the ground at Apple Park? What was the overall tone from WWDC 2026?” After attending WWDC, @NeilCybart shares his perspective.

[The AVALON Podcast @avalonpod]

AVALON Episode: A Quiet Confidence

@NeilCybart, back from Apple Park, discusses his initial thoughts attending WWDC.

Discussion topics include:

- What it was like to be on the ground at Apple Park for WWDC. What was the overall feeling / sense in the air?
- How Neil's expectations compared to what Apple announced.
- Apple / Google Gemini collaboration.
- Apple Foundation Models (third generation).
- More on Apple's post-keynote tech talk with Craig Federighi and Mike Rockwell.
- Siri's future.
- How Neil thinks about the future of computing.

AVALON is a weekly podcast about Apple. 100% supported by its listeners. Subscribe for a unique perspective - new episodes on Tuesdays. Just $10/month or save with $100/year plan. Discounts available to those who subscribe to Above Avalon Daily.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player.

https://t.co/WaXEIcstem

[The AVALON Podcast @avalonpod]

“WWDC 2026 was not going to be Apple’s response to agentic AI. We are too early for that. But I think you can see how Apple Intelligence is being built so that Apple can add greater autonomy, greater empowerment to something like Siri over time,” says @NeilCybart

[The AVALON Podcast @avalonpod]

AVALON Episode: A Quiet Confidence

@NeilCybart, back from Apple Park, discusses his initial thoughts attending WWDC.

Discussion topics include:

- What it was like to be on the ground at Apple Park for WWDC. What was the overall feeling / sense in the air?
- How Neil's expectations compared to what Apple announced.
- Apple / Google Gemini collaboration.
- Apple Foundation Models (third generation).
- More on Apple's post-keynote tech talk with Craig Federighi and Mike Rockwell.
- Siri's future.
- How Neil thinks about the future of computing.

AVALON is a weekly podcast about Apple. 100% supported by its listeners. Subscribe for a unique perspective - new episodes on Tuesdays. Just $10/month or save with $100/year plan. Discounts available to those who subscribe to Above Avalon Daily.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player.

https://t.co/WaXEIcstem

[The AVALON Podcast @avalonpod]

AVALON Episode: A Quiet Confidence

@NeilCybart, back from Apple Park, discusses his initial thoughts attending WWDC.

Discussion topics include:

- What it was like to be on the ground at Apple Park for WWDC. What was the overall feeling / sense in the air?
- How Neil's expectations compared to what Apple announced.
- Apple / Google Gemini collaboration.
- Apple Foundation Models (third generation).
- More on Apple's post-keynote tech talk with Craig Federighi and Mike Rockwell.
- Siri's future.
- How Neil thinks about the future of computing.

AVALON is a weekly podcast about Apple. 100% supported by its listeners. Subscribe for a unique perspective - new episodes on Tuesdays. Just $10/month or save with $100/year plan. Discounts available to those who subscribe to Above Avalon Daily.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player.

https://t.co/WaXEIcstem

[The AVALON Podcast @avalonpod]

PROGRAMMING ALERT:

This week’s episode (focused on WWDC) will be coming out today. Yesterday was just too insane from a scheduling perspective.

[The AVALON Podcast @avalonpod]

“I don’t need to see Apple’s response to agentic AI [at WWDC 2026], I need to see Apple’s response for what does it mean to have personal intelligence with context,” says @NeilCybart.

Become a subscriber to listen to the FULL 53-minute AVALON podcast episode (Ep50: Let’s Hear From Siri). Just $10/month or save by going with an annual plan ($100/year). Subscribe here: https://t.co/ZCwBbVzdN7

Learn more about the AVALON podcast here: https://t.co/fzQgP8tprC

[The AVALON Podcast @avalonpod]

AVALON Episode: Let’s Hear From Siri

@NeilCybart discusses his thoughts and expectations heading into WWDC.

In addition, IPOs (SpaceX, Anthropic, OpenAI) are expected to cause an issue for tech stocks. In terms of second-order thinking, are such concerns warranted? Neil shares his perspective.

AVALON is a weekly podcast about Apple. 100% supported by its listeners. Subscribe for a unique perspective - new episodes on Tuesdays. Just $10/month or save with $100/year plan. Discounts available to those who subscribe to Above Avalon Daily.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player. https://t.co/ZCwBbVzdN7

[The AVALON Podcast @avalonpod]

“The more I use Apple Vision Pro, the more…familiar I become with that form of computing, it’s actually harder for me to see how smart glasses really change things. I feel like they’re still missing something,” says @NeilCybart.

Become a subscriber to listen to the FULL 70-minute AVALON podcast episode (Ep48: Too Much Vision Noise). Just $10/month or save by going with an annual plan ($100/year). Subscribe here:
https://t.co/2HOk997DBb

Learn more about the AVALON podcast here: https://t.co/fzQgP8sRC4

[The AVALON Podcast @avalonpod]

“I think a lot of people look at [Apple’s spatial computing efforts] as Apple’s focused on one product and if there are any signs of movement or resource allocation away from that product, then that means it’s done. That means that product, that future trajectory is in trouble and instead let’s look out where resources are being reallocated to, that must be the future, that must be the product Apple’s getting behind.

I think that’s very difficult to do with spatial computing, where the ultimate goal that Apple has here is a lineup of various devices,” says @NeilCybart.

Become a subscriber to listen to the FULL 70-minute AVALON podcast episode (Ep48: Too Much Vision Noise). Just $10/month or save by going with an annual plan ($100/year). Subscribe here:
https://t.co/2HOk997DBb

Learn more about the AVALON podcast here: https://t.co/fzQgP8sRC4

[The AVALON Podcast @avalonpod]

@LastOf718 Thank you. Glad to have you each week.

[The AVALON Podcast @avalonpod]

The AVALON podcast is officially a year old today.

The 49th episode was released this week.

A big thank you to AVALON listeners who have joined me on the journey this past year. I am proud to say that AVALON is one of the few podcasts out there that is 100% financially supported by its listeners.

On to Year 2.

[Neil Cybart @neilcybart]

This week’s AVALON episode was exactly what I had in mind when starting AVALON. Talk about five to seven topics that I’ve been examining / analyzing via @AboveAvalonPlus and @InsideOrchard and which I have more to say.

We talked about the parts of Google I/O that were incredibly compelling and the parts that were a joke.
The episode also included 22 minutes of what’s going on with the Ferrari Luce. I think people are looking at the wrong things.

Check out the episode below. 🎧🔊

[Neil Cybart @neilcybart]

The AVALON episode below came out last week. I talked about the continued media nonsense surrounding Apple Vision Pro. I should coin "AVP Derangement Syndrome."

[The AVALON Podcast @avalonpod]

This week’s AVALON episode: What About an Agentic Ferrari?

@NeilCybart discussed the following topics:

- Google I/O impressions / reactions.
- Agentic AI problems.
- “Real Madrid: The Weight of Greatness.”
- CY1Q26 smartphone sales share.
- Apple unveils accessibility features powered by Apple Intelligence.
- Social media going crazy with selling IPOs.
- Jony Ive / Marc Newson and the Ferrari Luce.

AVALON is a weekly podcast about Apple. 100% supported by its listeners. Subscribe for a unique perspective - new episodes on Tuesdays. Just $10/month or save with $100/year plan. Bundle discounts available to those who subscribe to Above Avalon Daily.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player.

https://t.co/w76djscrNj

[The AVALON Podcast @avalonpod]

AVALON Episode: Too Much Vision Noise

@NeilCybart discussed the following topics:

- More media shenanigans / noise involving Apple Vision Pro.
- Apple's long-term product strategy for spatial computing.
- Why personal intelligence will be more difficult to nail than Big Tech assumes.
- Googlebook vs. MacBook Neo.
- WWDC keynote invites are released.
- Apple closed education discount loophole.
- Data center gaslighting.
- The wide-ranging fallout from Amazon restructuring its Associates program (cutting affiliate link commissions).

AVALON is a weekly podcast about Apple. 100% supported by its listeners. Subscribe for a unique perspective - new episodes on Tuesdays. Just $10/month or save with $100/year plan. Discounts available to those who subscribe to Above Avalon Daily.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player.
https://t.co/2HOk997DBb

[The AVALON Podcast @avalonpod]

AVALON Episode: SKU This and SKU That

@NeilCybart discussed the following topics:

- DRAM and NAND pricing impact on Apple/iPhone.
- Mac mini line changes.
- Apple device SKU management (what is it, how is Apple using it to offset DRAM/NAND pressure).
- Apple gross margin percentages vs. gross margin dollars.
- Intel / Apple chip partnership.
- FY2Q26 Apple share buyback pace (month by month)
- MacBook Neo “dilemma” silliness.
- Equity market craziness.

AVALON is a weekly podcast about Apple. 100% supported by its listeners. Subscribe for a unique perspective - new episodes on Tuesdays. Just $10/month or save with $100/year plan. Discounts available to those who subscribe to Above Avalon Daily.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player:
https://t.co/iGAY9tNm3r

[The AVALON Podcast @avalonpod]

Apple’s product strategy isn’t to create some type of hierarchy in which products deemed the future are placed in front of other devices that Apple thinks will flame out. “I don’t see John Ternus following that strategy,” says @NeilCybart. Instead, Apple can be both aggressive at the fronter while also being just as aggressive with legacy devices.

Become a subscriber to listen to the FULL 76-minute AVALON podcast episode (Ep45: Charting the Course Forward). Just $10/month or save by going with an annual plan ($100/year). Subscribe here:
https://t.co/WTJGTNV8j2

Learn more about the AVALON podcast here: https://t.co/fzQgP8sRC4

[The AVALON Podcast @avalonpod]

AVALON Episode: Selling as Many as They Can

@NeilCybart discussed the following topics:

What’s on the Agenda (the bulk of the episode):

Product takeaways from Apple’s 2Q26 earnings.

Lighting Round looked at changes to Apple’s capital return strategy and Mac mini SKU changes.

"Give Me a Break" looked at Greg Abel’s awful decision to use an AI deepfake of Warren Buffett to ask the first question during Berkshire’s annual meeting.

"Tell Me More" looked at what Berkshire Hathaway may look like after Warren Buffet, including implications regarding Berkshire’s Apple stake.

AVALON is a weekly podcast about Apple. 100% supported by its listeners. No corporate sponsors or ad reads. Subscribe for a unique perspective - new episodes on Tuesdays.

To listen, sign up at the link below. You will receive an email with instructions for getting the private podcast up and running in your favorite podcast player:
https://t.co/4bzEoNuAMc