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Ask HN: What would you invest in if you were the CEO of Apple?

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21–30 of 59 posts

Re: Ask HN: What would you invest in if you were the CEO of Apple?

#21

ARM64 servers. This one is quite a low hanging fruit. Apple has the most advanced ARMv8 based core, one that can rival Intel. And the market is enormous, larger by far than iPad, or Mac. Of course Apple being Apple they would ship entire boxes, and not just the CPUs.

It really would be nice if Apple had some rack-mount servers again for all the companies needing build farms for iOS apps.

Re: Ask HN: What would you invest in if you were the CEO of Apple?

#23
If I were Tim Cook, I'd carefully consider the following problems:

1.) The input problem. Phones/tablets are great, but they can only do so much when our fingertips are still the best input device available. In the future, this will likely mean some kind of neural interface. But in the present, can we fill in the gaps with something better than Siri?

2.) The health problem. Our phones have the potential to become a wonderful personal diagnostics tool. Hell, I can't think of any device I've brought as deep into my existence as my iPhone. That said, we could get better. In my dreams, I would love to bleed on my phone to monitor whether my cardiac enzyme levels are rising. I would love to be able to get a reliable blood pressure/pulse rating from my phone. And I would love to be able to track a wide variety of health markers. A tool that could collect biological data and relate it to nutrition and exercise choices would be revolutionary. A tool that could provide North American level diagnostics to remote third world villages would be life saving.

3.) The jobs problem. As automation eats up more and more jobs, we either need some form of basic income, or we need new sectors that will employ the masses. The alternative is a society where 10% are consumers and the rest can't afford more than subsistence. This represents a potential crisis for brands like Apple. I have no idea how Apple could solve this, though I do have fear of how the masses would respond to an Apple sponsored basic income program.

Re: Ask HN: What would you invest in if you were the CEO of Apple?

#24

- Buy Tesla and spin out project titan to the acquisition. End the distraction and get back to base business - Quadruple down on e-health. Microsoft gave up. No one should trust amazon, google or fb to do this with any semblance of privacy. - create “Apple seeds” - companies building tech for the ecosystem but too small at the present to be part of Apple. - imagine ubiquity being an Apple subsidiary like Claris was

E-health solutions are likely to be pretty US-centric, investment dollars might be better spent on global opportunities.

And why try to create Apple seeds? Apple would be better off waiting until they emerged themselves and the acquire.

Re: Ask HN: What would you invest in if you were the CEO of Apple?

#25
post #23

If I were Tim Cook, I'd carefully consider the following problems: 1.) The input problem. Phones/tablets are great, but they can only do so much when our fingertips are still the best input device available. In the future, this will likely mean some kind of neural interface. But in the present, can we fill in the gaps with something better than Siri? 2.) The health problem. Our phones have the potential to become a w…

> though I do have fear of how the masses would respond to an Apple sponsored basic income program.

What do you have in mind here? I have a hard time believing people would be upset if you offer them "free" money.

Re: Ask HN: What would you invest in if you were the CEO of Apple?

#26
One of the problem is Apple has been following its rule of Asset less. Since Steve came back, do not own manufacturing, do not own x, do not own y. The less asset the better. The reason were simple, Apple wanted to stay slim and agile. It was the reason why Apple was so late into Datacenter, they kept using the cloud until it was unbearable. They were late to CDN, they kept on using Akamai. But today's Apple isn't the same any more, and I argue Apple should be adding more asset, like CDN, DC, and its own Fibre.

Apple Stores: I think Apple should own more of those Stores property outright. It should aims to have key location or % of Apple Store to be an Apple asset. I just dont like the idea of paying rent. I know many argues paying rent gives you flexibility, but I think we are at a time where Apple could own half of those Stores as base numbers. Not to mention the Apple Stores opened Internationally is still far too low.

Wallet: That is like being neglected, membership card, license, Bank ATM Card, shouldn't Apple be providing solution to get rid of these.

iPhone as a Services: Or basically rolling out iPhone upgrade programme internationally, and add free iCloud Backup to it. This will need a pile of cash in the bank since revenue are now spread out.

TV and Router. I dont trust the current selection of Router for its software quality. And Apple should make a TV Set.

Gaming: Forget about Apple's Services or App Store revenue. Because most of those are revenue from Gaming. And yet Apple doesn't care about games on mac.

Maps: Maps in Japan is shit, Maps in South East Asia is shit. Maps in China is ok only because the data are from government.

Homekit: What happen to it?

iTunes: Rewrite it or dump it.

Time Capsule for iOS: Not everyone has decent Internet connection, or fast connection for iCloud. We need a simple solution that doesn't require a computer.

So you ask none of these are really new. I dont need anything new. I need Apple to stop making those pile of crap that they left behind. Start making those things great again. Apple Music in Japan is a complete pile of bloody mess. And they now are working on TV series.

It is NOT Good enough.

Re: Ask HN: What would you invest in if you were the CEO of Apple?

#27
post #9

Do something crazy. Completely embrace FOSS. Do something conservative. Invest heavily in battery research. Make hardware the focus, make it incredible. Support software with money and project governance, but let the ties to the hardware go. Win purely on incredible hardware.

But software is clearly where Apple is suffering the most. They're still doing OK in hardware (perhaps because most of it is not in-house).

Re: Ask HN: What would you invest in if you were the CEO of Apple?

#28
To throw out something different, I would buy Sprint and provide either very cheap or very high quality wireless connectivity to Apple devices, and I would build it into all Apple devices by default. Connectivity is so important to Apple’s devices and experience that I would take away the weak/expensive third-party link in the system. Sprint would also give Apple an impressive global tier-1 fiber network, but thats more of a cherry on top. Sprint could probably be acquired for less (far less?) than $30B. Apple could push device updates OTA, sell apps books movies music and tv shows, provide customer support.. all without requiring a subscription services.

EDIT: I’m sure there are loads of opportunities to optimize communication if you control both the device and network design, like building in mesh networking. For example, AppleTVs, with their permenant power connections and room for better antennae, could do a lot of heavy duty LTE comm, and send the “last 10 foot” comm to my unplugged phone over Bluetooth or wifi. Or one iPhone could fetch an update Apple and intelligently share it with other devices over LAN to reduce the load on the network when updates are pushed.

Re: Ask HN: What would you invest in if you were the CEO of Apple?

#30

ARM64 servers. This one is quite a low hanging fruit. Apple has the most advanced ARMv8 based core, one that can rival Intel. And the market is enormous, larger by far than iPad, or Mac. Of course Apple being Apple they would ship entire boxes, and not just the CPUs.

Why not just sell kube instances? Most folk don't wat to own datacenters and there's a better markup.
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