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Apple lacks strategic vision

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Re: Apple lacks strategic vision

#131

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.

I was wondering how long laptop computers have existed. The Epson HX-20 (1981) and Grid Compass (1982) seem like good early examples - the latter introducing the clamshell design used in many subsequent laptops such as ThinkPads.

Re: Apple lacks strategic vision

#132
post #24

Earlier quoted context omitted.

It makes a lot of strategic sense but if you have so much money on the bank, then who wouldn't buy a silicon design firm to design your CPUs in house? I bet everyone here on HN would have suggested to do that if asked in a board meeting. The big surprise was how long it took Apple to bite the bullet. Anyway, despite this, Apple still has their castle built in someone else's kingdom, namely TSMC.

Nothing wrong with being fabless. Plus Apple could switch to inferior silicon and probably convince its userbase that they are the creme de la creme.

See C1 for an example.

Re: Apple lacks strategic vision

#134
post #97
post #48

Earlier quoted context omitted.

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.

Podcasts were arguably mainstream back in 2014 with Serial.

They definitely were, I remember everyone and their grandmother listening to Serial.

Re: Apple lacks strategic vision

#135
post #54

Earlier quoted context omitted.

I would have loved to see an Apple iCar, just to see the soulless, sterile and inoffensive result, and the resulting magical marketing circus. Do you take it to an Apple Store to refill the windshield wiper fluid? Does it use another bullshit proprietary charging port, and will it refuse to charge if I'm not using the supplied Apple cable? Is the bonnet glued shut? Do I need to hold the keyfob just so to unlock the d…

When you turn the car on the radio blasts a U2 track. This feature cannot be disabled.

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Re: Apple lacks strategic vision

#136
post #14

I'm convinced that Tim Cook's biggest mistake was not creating an EV. Just look at how Chinese manufacturers like Xiaomi and BYD have moved into the EV space and have created amazing experiences for their customers. CarPlay paired with American cars is simply few generations behind from what the Chinese companies have done. Yet Apple was early enough and had an EV team but Cook killed it. Even if the 1st gen was crap…

Cook's mistake is that they didn't make an Apple Internet, a version of the Internet that exists entirely within the walls of Apple's walled garden. Think of the 30% tax that could be collected from online shopping!

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Re: Apple lacks strategic vision

#137
There's incessant economic strategy that's heavily optimized but not new product categories or quantum leaps in features or usability. For far too many years, there have been dubious wild UI refreshes and then recently version numbering changes to give the appearance of progress. This is what happens when the CFO is made CEO and there isn't a sufficiently apropos apparent successor. I think sj could've and should've done more to scour the world for a capable, adroit successor who would push design and technology limits without falling into the traps of a current profitable (for now) para-luxury that doesn't contain as much cool and durability as it once did.

Re: Apple lacks strategic vision

#138
post #102

Earlier quoted context omitted.

Yes but the software wasn’t selling until it was forced upon the Apple customer base. You could buy NeXTSTEP for an Intel PC in the 1990s but nobody did.

The right people bought NeXT though. Carmack and his team developed Doom on NeXT computers [1], and the result has profoundly changed the mass-market PC scene. [1]: https://en.wikipedia.org/wiki/Doom_(1993_video_game)#Engine

In addition, NeXT had a successful pivot to selling a web server framework named WebObjects, which had many big-name customers such as Dell (which infamously abandoned WebObjects once Apple purchased NeXT due to the optics of having an Apple competitor’s web store backed by an Apple product).

It’s conceivable that had Apple not purchased NeXT, even though NeXT probably would’ve ended up getting purchased by another company, its technology would’ve likely lived on. Perhaps a 1998 or 1999 NeXT could have open-sourced the OpenStep API and WebObjects as a Hail Mary move…talk about a completely different “what if” path for the Linux desktop and server!

Re: Apple lacks strategic vision

#139

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.

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…

> Others have said that if Jobs were still alive, AR would be ubiquitous by now, and everyone would have a stylish pair of Apple glasses. I think that is exactly right.

I don't think this is true. If anything, we'd have ipads with no stylus. Steve Jobs was a visionary, but most importantly a good business man. It's not like everything that made the iPhone was in house and strictly an Apple invention. Apple was lucky in that it bought a company that had developed the multi-touch technology the phone so heavily relied on. Without that, the iPhone wasn't going to happen when it did.

Additionally, a lot was sacrificed to make the iPhone happen. People took some serious physical and mental tolls in order to help ship that product. Marriages crumbled. The pressure was ruthless.

Re: Apple lacks strategic vision

#140

Earlier quoted context omitted.

And the Apple Silicon chips even include specialized cores that allow LLMs to run locally on both iPhones and MacBooks. (See the "Foundation Models Framework".)

Which was a day late and a dollar short, even at release. Those ANEs are only really good at inference, and even then you get faster results using your Apple Silicon GPU. They're slow, incomplete, not integrated into the GPU architecture (like Nvidia's) therefore killing any chance of Apple Silicon seeing serious AI server usage. If you want to brag about Apple's AI hardware prowess, talk about MLX. The ANE was a pre…

The ANE is not designed to be fast. Nothing on the M-series is designed to be fast. Anytime it's fast is a lucky accident.

It's designed to have optimal performance/power ratios. The GPU is faster but it uses more power.

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