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Tim Cook's Impeccable Timing

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Re: Tim Cook's Impeccable Timing

#51

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 l…

When people discuss this subject, I wonder what they think the counterfactual world would have looked like. Do people think China could have been kept backwards forever? I notice nobody goes around accusing Maurice Chang of doing this. Or W Edwards Deming.

Re: Tim Cook's Impeccable Timing

#52
post #39
post #37

Earlier quoted context omitted.

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

You can choose not to ship the 99.

Shipping is part of the process.

Stated preferences vs revealed preferences.

Polling / focus groups vs sales.

You never really know what works until it works.

Re: Tim Cook's Impeccable Timing

#54
post #18

> Cook was, without question, an operational genius I’ve seen this quoted time and again. In this article the evidence is that he outsourced manufacturing to a JIT chain in China. That doesn’t seem very genius to me. Yes they were able to uphold high standards and get preferential production and pricing but what else? Can anyone point me to what he does, on a day to day basis, that makes him and operational genius? H…

> Can anyone point me to what he does, on a day to day basis, that makes him and operational genius? How does it manifest in him personally? Under Jobs, he transformed the company from one that had hardware taking up space in warehouses waiting to be purchased and shipped to The iPod Company. Their sales of iPods were a huge part of their growth and resurgence. They had entirely new models and designs every year and…

Thanks, but how did he do it? Actually what does he do than saying “ok guys tip priority is moving these units”? Like do he come up with the strategies? Or is he good at picking winners when he sees them from proposals of his underlings?

Re: Tim Cook's Impeccable Timing

#55
post #18

> Cook was, without question, an operational genius I’ve seen this quoted time and again. In this article the evidence is that he outsourced manufacturing to a JIT chain in China. That doesn’t seem very genius to me. Yes they were able to uphold high standards and get preferential production and pricing but what else? Can anyone point me to what he does, on a day to day basis, that makes him and operational genius? H…

> Can anyone point me to what he does, on a day to day basis, that makes him and operational genius? How does it manifest in him personally? Under Jobs, he transformed the company from one that had hardware taking up space in warehouses waiting to be purchased and shipped to The iPod Company. Their sales of iPods were a huge part of their growth and resurgence. They had entirely new models and designs every year and…

Compared to game consoles, graphics cards, and all manner of other electronics things... have you ever seen Apple products on those stock tracker websites? Has there ever been an actual problem with scalpers? Ever had to sign up for a waiting list?

No. Besides being a little hard to find some things for a period of days after a new release, you can just buy Apple stuff.

The PS5 was hard to find in stores for TWO YEARS

Re: Tim Cook's Impeccable Timing

#56

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…

Well Siri can't do all the cool home automation stuff if the "small beans" aren't already there.

Re: Tim Cook's Impeccable Timing

#57
post #18

> Cook was, without question, an operational genius I’ve seen this quoted time and again. In this article the evidence is that he outsourced manufacturing to a JIT chain in China. That doesn’t seem very genius to me. Yes they were able to uphold high standards and get preferential production and pricing but what else? Can anyone point me to what he does, on a day to day basis, that makes him and operational genius? H…

> Yes they were able to uphold high standards and get preferential production and pricing but what else? Those seem like pretty significant wins for Cook, unless I am underestimating the difficulty of doing so. Perhaps with the volume or sheer money involved, it's not as hard as it sounds?

Yes but those are outcomes — what did he do that got him there? Lots of people want preferential production and lower cost; Was it that he had the budget to pay more and dictate standards? If that’s the case that’s not genius as much as having the balls to make bets that paid off.

Re: Tim Cook's Impeccable Timing

#58
post #9

Cook seems to be dragged for some of his decisions ( like China ), but he was the right CEO for the time. Ternus in turn seems to be the right CEO for this phase of Apple. I'm excited to see what Ternus does in the role! It's a homecoming of sorts having a product person and there has already been chatter he'll be more like Jobs in the role. If they can maintain their hardware lead and tighten up the software a bit,…

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 would hope that Apple doesn’t follow Google’s lead. Google has the attention span of a crack addled flea and struggles to make great products

Re: Tim Cook's Impeccable Timing

#59
post #9

Cook seems to be dragged for some of his decisions ( like China ), but he was the right CEO for the time. Ternus in turn seems to be the right CEO for this phase of Apple. I'm excited to see what Ternus does in the role! It's a homecoming of sorts having a product person and there has already been chatter he'll be more like Jobs in the role. If they can maintain their hardware lead and tighten up the software a bit,…

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…

For a while people were talking about the "Apple car". https://en.wikipedia.org/wiki/Apple_car_project ; seemingly they gave up on it because they realized that FSD wasn't quite going to work. I'm not sure why they wouldn't just pivot back to making a regular EV, it would still be guaranteed to sell millions of units at a premium price point by being a Tesla without (a) That Guy (b) build quality issues like panel gaps and (c) software promises that weren't delivered.

Perhaps the sticking point was where to make it.

Another entirely missing Apple product line: rackmount servers, with all the proper stuff like ILO management.

Re: Tim Cook's Impeccable Timing

#60
post #54

Earlier quoted context omitted.

> Can anyone point me to what he does, on a day to day basis, that makes him and operational genius? How does it manifest in him personally? Under Jobs, he transformed the company from one that had hardware taking up space in warehouses waiting to be purchased and shipped to The iPod Company. Their sales of iPods were a huge part of their growth and resurgence. They had entirely new models and designs every year and…

Thanks, but how did he do it? Actually what does he do than saying “ok guys tip priority is moving these units”? Like do he come up with the strategies? Or is he good at picking winners when he sees them from proposals of his underlings?

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