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Apple lacks strategic vision

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Re: Apple lacks strategic vision

#121

There are a few hiccups, but everyone'e acting like Apple Silicon wasn't one of the most wildly successful overnight improvements in laptops in the last 50 years and that airpods aren't so popular that even Android phone users buy them.

Apple Silicon was definitely a massive leap forwards but I wouldn’t say the competition has stayed still either.

Re: Apple lacks strategic vision

#122
post #108
post #94

Earlier quoted context omitted.

This is a funny comment. I think quality control should be mostly about undisputable bugs and hardware errors. But something like liquid glass is HIGHLY subjective. Lots of people love it. Others hate it. It has nothing to do with quality. Maybe you mean taste. But that is also super subjective and nobody gets it right for everyone.

I am not referring to taste. I am referring to its function. It had to be revised almost immediately upon entering beta because if you pulled down a menu over text, both became unreadable. Something as stupid as low opacity text UI over text should not have made it out to consumers to start with. It's the kind of thing that Jobs would have burst a blood vessel over.

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Re: Apple lacks strategic vision

#123
post #48

Earlier quoted context omitted.

Both of these products could be expected from any well run company. They are both very polished versions of something that already existed. The direction to optimize in was already clear. No one wants to compare Apple to a generic well run company, they want to compare Apple to itself a decade or two ago. Others have said that if Jobs were still alive, AR would be ubiquitous by now, and everyone would have a stylish…

isn't the VR Scuba mask dead now? I think Apple is hitting a wall that most tech companies are hitting. New gadgets aren't really improving our lives. We have the internet on our phones, Now the internet is a wasteland. Probably the biggest cultural innovation of the last 5 years has been podcasts and that's just gussied up radio.

And Apple was involved in that as well, even if it was not planed. The pod in podcast coming from iPod after all.

Re: Apple lacks strategic vision

#124
post #114

There are a few hiccups, but everyone'e acting like Apple Silicon wasn't one of the most wildly successful overnight improvements in laptops in the last 50 years and that airpods aren't so popular that even Android phone users buy them.

But has Apple Silicon justified the investment? I don't doubt it's good tech, but the market share hasn't necessarily reflected it. In 2024, total shipped units dropped quite a bit. Judging by the available data, I wouldn't use the term "wildly successful" just yet (particularly if we account for pre/post pandemic sales).

PA Semi was acquired for $278 million in 2008. I'm going to stick my neck out there and say the investment was indeed justified.

Re: Apple lacks strategic vision

#125
post #101

Earlier quoted context omitted.

I agree. As usual these days, the culprit for lack of innovation is AI (mostly LLMs). Apple did try to shove it to the users unsuccessfully and they had the right amount of sanity to backtrack once they realized how the users' expectations are misaligned with what LLMs have to offer, which is mostly lack of reliability; average user thinks that something walks like a duck, quacks like a duck must be a duck, but LLMs,…

If history is any indication, Microsoft will slowly improve until things become sort of decent, then Apple will release a neutered but polished version that is lauded as "Apple Invents AI" and immediately dominate the market. But their version will lack one critical feature that everyone expects, such as a power button, or copy/paste, or pinch to zoom. For AI, maybe something like "remember context". Then 3 years lat…

The article addresses Apple's historical late mover advantage strategy, and suggests that Tim Cook doesn't have the same vision that Jobs had to pull those moves off.

Re: Apple lacks strategic vision

#126
post #114

Earlier quoted context omitted.

But has Apple Silicon justified the investment? I don't doubt it's good tech, but the market share hasn't necessarily reflected it. In 2024, total shipped units dropped quite a bit. Judging by the available data, I wouldn't use the term "wildly successful" just yet (particularly if we account for pre/post pandemic sales).

I think their problem is that laptops and computers are so well made these days that there is no real need or want to upgrade.

Haven't macs had that reputation for a while?

Re: Apple lacks strategic vision

#127

There are a few hiccups, but everyone'e acting like Apple Silicon wasn't one of the most wildly successful overnight improvements in laptops in the last 50 years and that airpods aren't so popular that even Android phone users buy them.

As usual a Silicon Valey point of view, most of the world the reality is a bit different.

Re: Apple lacks strategic vision

#128

Earlier quoted context omitted.

Both of these products could be expected from any well run company. They are both very polished versions of something that already existed. The direction to optimize in was already clear. No one wants to compare Apple to a generic well run company, they want to compare Apple to itself a decade or two ago. Others have said that if Jobs were still alive, AR would be ubiquitous by now, and everyone would have a stylish…

I think the Apple Silicon transition is far from something that could be expected from 'any' company. Microsoft already tried something similar with ARM Surface machines and the whole attempt was an absolute failure. > I think that is exactly right. I think that's entirely wrong. The hardware just isn't there yet! The AVP is the closest you can get to real "AR glasses" at the moment (as distinct from the Xreal 'non-c…

It is a failure because contrary to Apple, the people on Microsoft platforms value backwards compatibility, that is why it is holds 70% of the global desktop market.

Re: Apple lacks strategic vision

#129
post #104

Earlier quoted context omitted.

iPhone was a new UI focused around capacitive touchscreens which at the time was itself an entirely new category. What, exactly, did M1 change about anything about using a laptop? Longer battery life? Faster? Okay, same improvements as had been featured for the last 20 years. And it wasn't any thinner, depending on the model line it was substantially thicker even. So what exactly was new about M1 that wasn't just a b…

> What, exactly, did M1 change For instance, the unified CPU and GPU memory, which allows to run ML models on a Mac as if you have a large dedicated GPU. (Unified memory of course harks back to the 8-bit era; the key was to make it performant.)

Pretty common in PC integrated GPUs, game consoles.

Re: Apple lacks strategic vision

#130

Earlier quoted context omitted.

If history is any indication, Microsoft will slowly improve until things become sort of decent, then Apple will release a neutered but polished version that is lauded as "Apple Invents AI" and immediately dominate the market. But their version will lack one critical feature that everyone expects, such as a power button, or copy/paste, or pinch to zoom. For AI, maybe something like "remember context". Then 3 years lat…

The article addresses Apple's historical late mover advantage strategy, and suggests that Tim Cook doesn't have the same vision that Jobs had to pull those moves off.

Cook isn’t a visionary, he is an ops & logistics guy. He has a major problem with failing at AI and lying last year about “Apple Intelligence”.

He needs some fresh blood in software as well.

He should just buy something like Claude and lock them in with stock and very high salaries.

He should also stop scrimping on integrated memory on the M series. Overpriced memory is a huge issue. And do something about the GPU as well.

Perhaps an AI N series with 128gig of ram, & dramatically more powerful GPU with higher core/thread count.

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