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John Ternus to become Apple CEO

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621–630 of 1001 posts

Re: John Ternus to become Apple CEO

#621

Tim Cook’s experience in logistics built Apple into the global hegemon it is today. I hope John Ternus’s experience with hardware can kick off a renaissance in both Apple hardware and software design. Mind you, Apple hardware is already amazing, but hopefully it can be even better with Ternus at the helm. Apple software is terrible, and hopefully Ternus can turn that around. I’m also hoping, without any evidence, tha…

Apple doesn't care about privacy, its a convenient USP.

They have behaved in a consistent matter to emphasize user privacy.

What makes you say they don‘t care?

Re: John Ternus to become Apple CEO

#622

Earlier quoted context omitted.

So you're looking forward to a $2000 iPhone 18e?

Pricing is based on customer value and restriction of customer options. If we're paying $1000 for a Chinese phone that we'd pay $2000 for, we'll end up paying that price when the manufacturers have finally starved the professional capability to compete from the rest of the world. As we get closer to that point, the urgency to onshore is increasing. Exploitation when we can get away with it is in our social nature as…

> we'll end up paying that price when the manufacturers have finally starved the professional capability to compete from the rest of the world

What does this look like, in practice? Once China and India and Vietnam "starve the professional capability to compete" (presumably in the manufacture of smart phones) from the US, what would actually change and why?

Re: John Ternus to become Apple CEO

#623
post #29

Earlier quoted context omitted.

I tend to disagree to a point: their laptops have great internals but are terrible from a usage perspective — I like to imagine their system board in a Thinkpad X1 Carbon chassis with native Linux! But HW is at least improving (eg. they added anti-reflective screen option), and SW is very much not.

> their laptops have great internals but are terrible from a usage perspective — I like to imagine their system board in a Thinkpad X1 Carbon chassis with native Linux! I don't know about Thinkpads, but the utterly pleasant glass trackpad is still one of the things I cannot find on most non-Mac laptops, despite every manufacturer being able to copy it for years. The closest I've found are the Surface laptop/cover tra…

You might be sleeping on trackpoint. I don't remember the last time I used a trackpad once I onboarded on trackpoint - all that hand waving is so tiring when you can achieve the same action even faster by just moving two fingers couple of milimeters. You just move your index from H to trackpoint and thumb from space to mouse buttons which is basically the smallest movement you can do on your keyboard.

Re: John Ternus to become Apple CEO

#624
I have used Macs since the Classic era. My best Mac was a PowerBook G4 that could run Windows on a VM faster than most Windows machines at the time. My first MacBook was brilliant, but I have noticed a decline since then. My 6-year-old MacBook Pro really struggles nowadays, whereas I remember a time when people proudly said their 10-year-old Macs were still snappy even during rosetta. Currently, Linux is the preferred choice for work. Windows 11 Enterprise is not bad when stripped of all social, news, and 360 ads overhead, but Microsoft is really trying hard to mess it up there too.

Edit: 6 years old, not 4, and also Intel Macbook, so due an upgrade for sure

Re: John Ternus to become Apple CEO

#625

Tim Cook’s experience in logistics built Apple into the global hegemon it is today. I hope John Ternus’s experience with hardware can kick off a renaissance in both Apple hardware and software design. Mind you, Apple hardware is already amazing, but hopefully it can be even better with Ternus at the helm. Apple software is terrible, and hopefully Ternus can turn that around. I’m also hoping, without any evidence, tha…

I'll forever associate Tim Cook with Zuck And his "kind of glib" No, Zuck, you're just mad Apple introduced fine grained control so you can't constantly scrape people's credentials

You reminded me of Tim's "you should buy [your grandma] an iPhone" quip which was based (on good advice).

Re: John Ternus to become Apple CEO

#626

Earlier quoted context omitted.

Steve Jobs existed in an era where he could show us new technology when new technology brought a sense of joy and amazement; whereas due to a multitude of factors, new technology no longer causes such emotions for a substantial portion of people.

There's nothing like that reveal of the first MacBook Air, where he whips it out of a manilla envelope. I loved that first one at the time. Maybe less so on my lap when it turned into a stovetop - but it was innovative and cool and exciting, and the stuff now is not.

The fact they figured out how to transition all their laptops to ARM so it won’t be a stovetop on your lap is amazing

Re: John Ternus to become Apple CEO

#627

Tim Cook’s experience in logistics built Apple into the global hegemon it is today. I hope John Ternus’s experience with hardware can kick off a renaissance in both Apple hardware and software design. Mind you, Apple hardware is already amazing, but hopefully it can be even better with Ternus at the helm. Apple software is terrible, and hopefully Ternus can turn that around. I’m also hoping, without any evidence, tha…

Apple’s software is the best in the non-free software world compared to Google's or Microsoft's, IMO. But that doesn't mean it can't be better.

> Apple’s software is the best in the non-free software world compared to Google's or Microsoft's, IMO.

Apple does xcode, known for being perpetually broken and an ungodly mess of whatever design it had. Isn't it enough proof to completely reject your claim?

Re: John Ternus to become Apple CEO

#628

Earlier quoted context omitted.

Software people, in my very direct experience, are terrible at hardware... While in jest, I do think most software engineer's understanding of hardware abstractions is pretty poor and does disservice to the hardware they run on. I know between Moore's Law and Gate's Law which one I would prefer to be the industry standard... https://en.wikipedia.org/wiki/Andy_and_Bill%27s_law

Generally speaking, I think both are true. Most people seem to have an affinity for either hardware or software, but rarely for both. Those who do are extremely unique. I don't mean that as an insult to anyone, just as an observatin having worked in both (and personally am much better at software than hardware, even though I enjoy both).

I agree - at university there were software people and hardware people and a small number who studied mechatronics (hardware and software). But even the mechatronic people were really hardware people who just tolerated software.

Re: John Ternus to become Apple CEO

#630
post #212
post #39

> Under Cook’s leadership Apple has grown from a market capitalization of approximately $350 billion to $4 trillion, representing a more than 1,000% increase, and yearly revenue has nearly quadrupled, from $108 billion in fiscal year 2011 to more than $416 billion in fiscal year 2025. Quite successful.

This is what’s all bad with us stocks and completely disconnected with market value: Revenue jumped 4x but market capitalization got inflated to 12x.

True, but also Apple is in a far more dominant position today.

Alongside Nvidia they essentially monopolize TSMCs entire latest generation chip supply.

That’s a moat in hardware that is going to get even stronger over time. Given this hardware moat they can dip their toes gently into the B2B market they’ve never really cared about and pick up another few hundred billion in high margin revenue over the next 10 years no problem.

I’ve always found it weird that Apple’s entire org runs on Mac but no other Fortune 500 company on earth does. Seems like an opportunity to nibble away at Microsoft.

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