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Tim Cook's Impeccable Timing

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121–130 of 438 posts

Re: Tim Cook's Impeccable Timing

#121

That there were 0 equivalent products to the first iPhone is just a blatent lie. But repeated often enough, it overrides memory and becomes true, I guess.

I miss my Treo :(

The Treo was great and was definitely possible to read webpages on it. I thought it was the best smart phone at the time. The screen size web browsing and email were all better on the iPhone.

Re: Tim Cook's Impeccable Timing

#122

Earlier quoted context omitted.

I'd personally be a buyer for some home stuff, but the average normie consumer just doesn't care very much about home automation. IoT turned out to be sort of a nothing. I say this as an early adopter and continued user.. it just never broke into mainstream and it's been 15+ years. You make a good point re: Nest. I am kind of a doomer on home automation market in that I have been an early adopter and it's been around…

I don't know, the majority of people I know (mostly upper-middle class white collar) have at least a HomePod/Alexa/Google smart speaker. And many have a smart thermostat and/or smart doorbell/camera. Part of the problem with IoT/home automation is a lack of consistency across devices - they all want their own apps. HomeKit is so close to making that easy - you shouldn't have to spin up HomeAssistant with a bunch of p…

And yet the divisions that built those smart speakers have been reduced to almost nothing, because the monetization capabilities were minimal, as their common use cases are rather low value. The devices were priced quite low to try to gain marketshare, but it was a share to a market with minimal value.

The value of IoT that has been unlocked is, at best, minimal convenience. It's not unlike the metaverse: Large investment has been made, but there's no killer apps. I cannot even begin to imagine anything I'd consider high value all that home automation could do for me. The best case is like power windows in cars: Better than having to turn the handle like back in the days, and nowadays cheap enough to have 100% of the market, but, at best, a commodity, as nobody cares about which power window mechanism is being used.

Given how low the ceiling is, and how annoying an IoT's ecosystem's technical problems are, Apple shouldn't touch the market with a ten foot pole.

Re: Tim Cook's Impeccable Timing

#123
post #85

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…

There's an element of revisionism to this perspective. It used to be thought that integration with the global economy would gradually bring more alignment with Western values as well. The ideas was that a rising middle class would demand more say in running the country. That elites would need to become accountable to the people, ideally via democracy. That geopolitical competition would be positive sum.

I don't see these ideas too much anymore. I wonder if it's because America doesn't seem to hold elites accountable to the people

even still, China has westernized a lot over the last 20 years, both in quality of life and in social values

regardless of values, offshoring valuable skills is a way to bring about more equality, but not a way to ensure American dominance

I don't know that American dominance is a good thing

Re: Tim Cook's Impeccable Timing

#124
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,…

What big hardware bets are people expecting him to take?

AR glasses that eventually replace the iPhone.

Re: Tim Cook's Impeccable Timing

#125

That there were 0 equivalent products to the first iPhone is just a blatent lie. But repeated often enough, it overrides memory and becomes true, I guess.

when the iphone originally came out, this was absolutely true. the way it handled rendering the desktop versions of pages alone, w/ the double-tap-to-zoom put it in its own tier beyond the blackberries / n-gages / etc. contemporaneously extant. beyond that, it was clearly just a better ux on existing tech, i’ll give you that.

It also had a large capacitive touchscreen rather than one with a stick and a keyboard underneath, impossibly smooth scroll inertia, a MEMS gyroscope for automatic landscape mode, etc. The GUI was also optimized for the capacitive touchscreen with large buttons everywhere. Android prior to the iPhone did look more like a BlackBerry.

(One could mention however that the iPhone initially didn't come with UMTS, which was already standard at the time for higher tier phones that did cost substantially less than the very expensive iPhone.)

Re: Tim Cook's Impeccable Timing

#126
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…

The biggest problem Apple had before Cook was inventory management. They would produce more Performas then they could sell which weighed their cash flow. The dead weight of inventory was a really big problem. Right sizing production to meet demand was what initially saved Apple.

Re: Tim Cook's Impeccable Timing

#127

Earlier quoted context omitted.

I don't know anything about Ternus other than WikiPedia saying he was VP of hardware engineering. Jobs of course (in addition to being an asshole) really was a product guy - he wanted to build seamless appliances that just worked, blending hardware, software and design into a beautiful thing that just did what you wanted (or what Jobs thought you wanted, which he was well attuned to). I think Apple took some missteps…

> I do think the challenge for Apple going forwards (but also for Android) is going to be how to best take advantage of AI. IMO one of their great advantages so far is that they have not blindly bought into the AI hysteria and wasted $billions on it. They've shown you can still have a great company without chanting the "AI is the future" mantra day in and day out. It would be pretty disappointing for a new CEO to dra…

You can’t compare Apple to any other company. Apple is the only successful consumer hardware company (with Samsung being a distant second). They can afford to sit out the AI arms race.

You can’t be a software company without an AI story to tell.

Re: Tim Cook's Impeccable Timing

#128
post #59

Earlier quoted context omitted.

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 ga…

> Another entirely missing Apple product line: rackmount servers, with all the proper stuff like ILO management. They tried. But the irony is MS is more deeply ingrained. I worked a short stint in a shop that no joke ran Windows server to manage a whole floor of Macs using Active Directory. The only other Windows PC was a machine hooked to a large format printer. I spoke to the admin (dyed in the wool Apple user) who…

I setup an XServe for a mid-sized office, Open Directory was Apple's solution at the time. It worked but my recollection was that they did it by emulating a lot of Active Directory by layering code over OpenLDAP. When it worked it was nice, when it didn't work it was a headache to figure out where the problem might be. The management tools really couldn't compete with Active Directory, it was a mix of incomplete UI and command line tools.

Re: Tim Cook's Impeccable Timing

#129
post #117

Earlier quoted context omitted.

Speaking of missteps, there was a period in late 2010s where MacBook Pros really took a bad turn IMO chasing some "thinness" fetish, but recovered nicely afterwards. My M4 is a glorious device built like a tank

And dont forget the scissor keyboard and the fucking touchbar

Fight me but I miss the touchbar, it was customizable to be super useful with better touch tool

Re: Tim Cook's Impeccable Timing

#130
post #98
post #59

Earlier quoted context omitted.

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 ga…

Nobody "uses" rack mount servers as artefacts, the way people use other Apple hardware products. Not in the same sense, so I don't think Apple can really bring much of the kind of value they usually do. In practice Apple data centres are Linux facilities, and that's fine. Maybe if they could come up with a really compelling reason to put Apple silicon in a data centre, but we can do that now with racked Minis or Stud…

Apple's Private Cloud Compute is hundreds (probably thousands) of M3+ Ultra rack mount servers; they highlighted them in the Texas manufacturing plant video.

Just wish they'd sell those to end users, like the Xserves (which had ILO/IMPI in the end).

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