Today’s Above Avalon Daily email contains the following stories:
Happy Monday.
This is going to be a busy week. Apple reports earnings on Thursday. That positions Wednesday as our earnings preview day.
For today’s update, we will talk about DeepSeek. There are two storylines found with the Chinese AI start-up that are being intertwined with each other. We have a LLM model efficiency story wrapped in a geopolitical blanket. The discussion will roll into Tuesday when we talk about Apple’s AI strategy.
Let’s jump right in.
Become a member to continue reading today’s update. Already a member? Read the full update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
