Earlier quoted context omitted.
> Does anyone know why this happens? Oh it's easy to explain. Steve Jobs said it best [1]. He talks about innovation at Pepsi being a new bottle. That's what Activision Blizzard is. They have a "monopoly" with their key franchises, most notably CoD and WoW. They just release a new "bottle" every 1-2 years. Game studios are a bit like a large film studio. They don't like the creative process. It's too unpredictable. T…
>Steve Jobs said it best. He talks about innovation at Pepsi being a new bottle. That's what Activision Blizzard is. They have a "monopoly" with their key franchises, most notably CoD and WoW. They just release a new "bottle" every 1-2 years. Isn't this also kind of what Apple has become in the post-Steve Jobs era?
Cook is not a product leader cut from the same cloth as Steve (I mean... few are). His talent was always for supply side management. This is really significant. To secure components and manufacturing capacity for Apple's scale is no mean feat.
I would say 2 significant things have happened on Cook's watch though:
1. The Apple Watch. This certainly hasn't had the impact the iPhone had. It was also launched as a luxury product (remember the ex-Burberry CEO who drove this? The $10,000 Apple Watch edition?). It later got rebranded as a health product and there I think it has potential. The latest version can do ECGs and determine blood oxygen. IMHO there's a massive future market in passive health monitoring.
It's still a somewhat awkward user experience however in a way that never would've happened on Steve's watch. Apple's reputation for polished user experience as a whole is degrading and we may eventually get to the point of Bill Gates's legendary rant [1].
Steve also pushed back against Johnny Ives' hardline pure vision and I doubt the butterfly keyboard fiasco would've happened under Steve.
The second innovation is on the silicon front. There are two prongs to this:
1. Replacing Intel with ARM (M1); and
2. Breaking Qualcomm's "monopoly" on wireless broadband chipsets. This is still ongoing.
Apple still has a lot of inertia from Steve even after all these years. Who knows how long that will last.
[1]: https://blog.seattlepi.com/microsoft/2008/06/24/full-text-an...