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John Ternus to become Apple CEO

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Re: John Ternus to become Apple CEO

#451

Post by benoau »

cesarvarela wrote: post #379
pzo wrote: post #212

Earlier quoted context omitted.

This is what’s all bad with us stocks and completely disconnected with market value: Revenue jumped 4x but market capitalization got inflated to 12x.

Some of that is debasement, but some of that is that there is no other brand like Apple. Would you not own stock of the most valuable brand in human history?

It's not the brand - it's not like Apple's hit this valuation in isolation Meta, Nvidia, Google, Microsoft all enjoy similar.

It's the cash-money value of putting a fee on all digital goods and subscriptions and cash transactions in a world predisposed to forming and consolidating around monopolies. What does Apple's services revenue look like in another 20 years when Africa, China and India are paying their smartphone provider every time a dollar moves, a few billion more people paying one of two companies every time for their music, movies and tv, games, books, real-world transactions... in de-facto perpetuity.

Re: John Ternus to become Apple CEO

#452

Post by Danox »

wat10000 wrote: post #307
hedora wrote: post #232

Earlier quoted context omitted.

Did they? Why don’t I see people using this product while driving, or even walking down the street?

Because it costs thirty five hundred American dollars?

The Apple Vision still needs to get two or three times better preferably with an M6 or M6 processor, whoops, more memory, faster SSD, thunderbolt five etc. oh and it needs to be $1500 Hmm… not possible for another two years? With better software.

And to do that more than likely the engineering and design of memory systems probably needs to come in house. No more outside dependency.

Re: John Ternus to become Apple CEO

#454

Post by caycep »

vicchenai wrote: post #260

15 years of supply chain excellence and the software running on that hardware quietly got worse every cycle. the m1 transition was so clean it made everyone else look like they were guessing. ternus thinks in tolerances and thermal envelopes - giving the keys to someone who's already pulled off the hardest platform migration in apple's recent history seems right.

To make the M1 transition so clean took a lot of software excellence...one can argue Apple's compiler / virtualization / software languages team is the best in the industry (grumbling from Swift UI developers aside...)

Re: John Ternus to become Apple CEO

#455

Post by caycep »

aanet wrote: post #128

Whoa, didn't expect the announcement to come so soon. Of course, the sound bytes were everywhere, but even then, this was a surprise announcement. So, the Tim Cook era lasted 15 years (2011 - 2026). He's 65yo, and he could have easily hung in there for a few more years. But I believe he's leaving at the peak -- both Apple's and his own -- and this might be the best time to leave, rather than being forced out (as many…

Granted, 65 is probably a milestone for anyone. I think BMW has a hard stop for its execs at that age

Re: John Ternus to become Apple CEO

#458

Post by caycep »

tptacek wrote: post #34
smeeth wrote: post #22

I'm quite curious what Tim Cook's legacy will end up being. There is no question many of Apple's business experienced significant, impressive growth during his tenure. Amazing capital efficiency. There is also no question Apple lost product velocity. Few new products were launched, and those that were had mixed success. Tim was, at the end of the day, an elite financial operator. Apple shareholders were lucky to have…

Things he effectively presided over: * Apple Silicon, the most far-reaching technical transformation in the company's history (probably a bigger deal than macOS itself) * Apple Pay * The Watch and Airpods product categories, both of which Apple now dominates. All while holding on to its position in phones and improving (drastically) its computers. It feels like a pretty successful term.

Also the discipline in not blowing massive R&D chasing AI; but having the machines/architecture best suited to said AI...

Re: John Ternus to become Apple CEO

#460

Post by jcgrillo »

Arainach wrote: post #268
hei-lima wrote: post #77

Earlier quoted context omitted.

Apple’s software is the best in the non-free software world compared to Google's or Microsoft's, IMO. But that doesn't mean it can't be better.

What metrics or experiences lead you to that conclusion? I've used basically all of the major operating systems for 30+ years and I cannot stand macOS. I use a Mac as one of my work devices, and off the top of my head: * Basic things such as window management require third party tools to get things that are table stakes everywhere else. Even with third party tools doing anything with a "full screen" mode is not going…

My latest Mac OSX wtf was sometimes the terminal window shrinks by 1 or 2 columns every time I wake the computer up from sleep, but only when connected via thunderbolt USB C hub to external monitor. Terrifying to imagine how that must be. By contrast, Linux/BSD desktops don't generally seem to pull this kind of weird mindfuck horror movie shit? Like it either works or it's completely, obviously, totally broken. Not some weird subtle in-between thing.
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