He needs to find an engineer with real vision someone who can drive Apple forward. And that person has to have the finesse that Jobs had, while also being ruthless enough to get things done. It's a tall order, but it needs to happen soon.
Otherwise, I can see Apple turning into another IBM; a company that’s still around, but no longer leading the tech world.
It's time for Cook to move to the Chairman's position.
ggm•4mo ago
Apple have kept their powder dry, and not over invested in AI because mostly its still in bubble territory. They'll do what they always do: Buy it in from experts until they are ready to embrace-extend-control.
The shareholders are still happy. They have a shedload of cash on hand. They managed to own their own VLSI IPR pretty well. They are making book on the device side of things, and if s/w is making money for others on other platforms, so be it. Apple is making good enough for the board and the shareholders.
When apple invest in DC worldwide, we'll know they're taking icloud into new territory and AI will presumably be there. For now, apple private relay seems to run as overlay on other people's regional build out, mostly.
Apple has not had an MCAS moment btw.
bigyabai•4mo ago
The iPhone margin golden days are behind us now, and Mac/iPad market share isn't expanding that much. They canned the Apple Car, shipped an embarrassingly half-baked Vision Pro, and now are reprising the $1000 "recession indicator" smartphone meme. If they have something magical up their sleeves, they better announce it soon.
ggm•4mo ago
yes, Samsung is sniping at the edges all the time. No, there are not cohorts of apple ecology users jumping into Samsung-android land.
Apple will land a touchscreen mac, and do integration from handheld and desktop before DeX can get it's feet wet.
market share in the US might be close enough to what we can call saturation. India and China and S.E. Asia and even dare I say it South America and Africa are still viable for emerging middle classes with money.
All vison products are crap btw. Meta has nothing special here, it's not google glasses redux, it's an expensive distraction. If you are looking for a company with a TCAS moment, its Meta or X. It's not Apple.
(not a fanboy btw. Use them for work. Use a lot of BSD devices, android on phone and tablet)
bigyabai•4mo ago
I think you're giving them too much credit, the metrics don't line up here. Apple has explored a lot of their addressable market already, and the bulk of their profits is coming from their most precarious business sectors. They can't keep banking on App Store revenue and cheap manufacturing to compete.
VR absolutely has a future, if the recent Meta Ray Bans didn't convince you then I don't know what will. I use my Oculus Quest on a weekly basis to play flight simulators already. The future is already here, it just can't cost $3500 or be locked-down like an iPad. I've been a lifelong Apple fan since the first Intel Macs, but the past 5 years have hemorrhaged my faith in their business acumen.