Live data from Hacker News

Tim Cook's Impeccable Timing

stratechery.com

41–50 of 438 posts

Re: Tim Cook's Impeccable Timing

#41
post #8

Add to Cook's impeccable timing, that he stepped out of CEO role and into Chairman on exactly his 65th birthday, the very day he became first eligible for his pension

[flagged]

> That is the funniest comment I have seen.

You say it's funny, but the rest of your comment makes me think you didn't realize it was a joke.

Re: Tim Cook's Impeccable Timing

#42
post #19
post #4

He had what many called at the time an impossible task of taking over from Jobs. There are areas where things could have gone better but overall he had a solid run and kept the company growing post Jobs. He deserves some downtime and I for one don’t blame him for wanting to wind down. Apple’s approach to privacy is rare in big tech and something I hope the company continues to stand behind. That is a true differentia…

You mean its smart approach to PR about privacy. Actual privacy, especially if you are 95% of the mankind without US passport... thats a topic for long discussion, and not a very positive one.

What is the relation between Privacy & passport?

Re: Tim Cook's Impeccable Timing

#43
post #10

Add to Cook's impeccable timing, that he stepped out of CEO role and into Chairman on exactly his 65th birthday, the very day he became first eligible for his pension

Being eligible for Medicare, Cook can finally afford to retire.

Likewise he can probably defer his Social Security payments until 70, in order to get the higher benefit...

+1 for Medicare for the non-rich, though. I'm a retiree and the monthly payment is about 1/4 of what I was paying for health insurance before I was eligible.

Re: Tim Cook's Impeccable Timing

#45
post #37

Earlier quoted context omitted.

Yes, let's hope. And also let's hope that innovation will be more "iPhone" and less "Apple Vision Pro".

It isn't innovation if you don't get 99 Vision Pro's per iPhone.

Exactly - Apple needs to be making MORE bets, not LESS.

Apple VisionPro may turn out to be an iPod HiFi, iTunes Ping, eMate, Pippin, Newton, Macintosh Portable, Lisa.. etc.

Or it may turn out in 5-10 years to be a contributor like AppleTV, Watches, etc.

I don't even care which it turns out to be, I want to see them taking bets like this every year or two, not once per decade.

The fact that the list of "Failed Apple Products" returns a lot more stuff from 80s/90s/00s and very little from 10s/20s tells you how little they make bets anymore.

Most of the post-2010 "failures" are accessories/parts/iterations rather than completely new product categories.

Re: Tim Cook's Impeccable Timing

#46

Earlier quoted context omitted.

Maybe Ternus is the kind of leader who could bring 0->1 innovation back to Apple in some form. Maybe an Alphabet "other bets" type setup? Or simply just taking more chances on completely new product lines that may or may not pay off in 5-10 years (like VisionPro). I mean when was the last big new bet previous to VisionPro? Wearables, with the Apple Watch in 2015 is probably it, a decade prior. (AirPods are huge but f…

I'm honestly shocked they haven't done more with HomeKit and in-home devices. Give me a low-power, always-on, iPad-mini style display on my nightstand, on my fridge, on my kitchen countertop, as a desk companion... there are so many things they could do with that form factor. They could even just offer me a dock or a mount as an accessory in most cases and it'd probably juice iPad sales, but they don't even do that.…

Your points are why Apple isn’t entering that market.

Mounts, cases, smart locks, thermostats, bulbs…where is the “iPhone moment” for this sector? It’s all small beans now. Why would Apple want to compete here?

Personally I think any big moves in this area would be predicated on a next-level Siri companion. Stop futzing around with scenes, buttons, switches and pairing devices and just tell your house how it should work.

Re: Tim Cook's Impeccable Timing

#47
I don't think Cook gets enough credit for this [0] - Book: Apple in China. (Author Interview [1])

It's an undisputed damning account of how Cook was used by China to train millions of Chinese electronics manufacturers, managers, and engineers. The US took the most advanced industrial electronics manufacturing tech, and handed the expertise on a silver platter it to a long term strategic enemy.

Frankly, he shouldn't legally have even been able to do this. But that he was, he ought to be crowned one of China's greatest champions of this century.

0. https://en.wikipedia.org/wiki/Apple_in_China 1. https://www.youtube.com/watch?v=SerbnYhhw7s

Re: Tim Cook's Impeccable Timing

#48
post #8

Earlier quoted context omitted.

[flagged]

Tim Cook refreshing his 401k page every day to see if he’s ready to FIRE.

I know this is a joke. But when I was at Vanguard, something like 95-99% of our users literally just logged on, checked their balance and logged off. A decent percentage of the user base does that every day. So only a few percentage a day actually made a trade or anything else. I always found it pretty odd before I realized I only make a trade 1 or 2% of the time.

Re: Tim Cook's Impeccable Timing

#49
Apple owns the hardware, they own the ecosystem, and as mathematics and compression prevail, smaller param models will live on device via purpose built chips. The lack of action will in the end be apples saving grace.

Even if they don't go that route, the data from icloud, cash on hand, and partnerships with sota labs, still position them as a frontier competitor that just hasn't launched yet.

Anyway you shake it strategically, Apple still owns the ecosystem end-to-end.

Re: Tim Cook's Impeccable Timing

#50

Earlier quoted context omitted.

I'm honestly shocked they haven't done more with HomeKit and in-home devices. Give me a low-power, always-on, iPad-mini style display on my nightstand, on my fridge, on my kitchen countertop, as a desk companion... there are so many things they could do with that form factor. They could even just offer me a dock or a mount as an accessory in most cases and it'd probably juice iPad sales, but they don't even do that.…

Your points are why Apple isn’t entering that market. Mounts, cases, smart locks, thermostats, bulbs…where is the “iPhone moment” for this sector? It’s all small beans now. Why would Apple want to compete here? Personally I think any big moves in this area would be predicated on a next-level Siri companion. Stop futzing around with scenes, buttons, switches and pairing devices and just tell your house how it should w…

I often think the problem is Apple thinks too big. They are so big that for a product to move the needle it needs to be huge. Even the "failed" VisionPro was probably $2B of revenue. The "Home, Wearables and accessories" line is $40B of revenue.

Is Apple willing to trade-off some of the steady reliability of their earnings stream for product lines that may be real contributors 5-10+ years out is the question? I think under Cook the answer to that was no.

I think staying on this path will eventually lead diminishing returns and endanger them long term.

Post reply on HN