Good luck to him. If he was behind the Neo, then he deserves the post. That's the perfect new product in the mac world.
John Ternus to become Apple CEO
601–610 of 1001 posts
Re: John Ternus to become Apple CEO
#602Earlier 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.
The price over earnings (arguably an imperfect, but better way to compare stock prices against each other than using pure revenue) for Apple has been fluctuating within about a factor of 2 for the last 20 years. Since before the iPhone, people were nervous about the possibility of sustained growth of profits of the company, and the P/E was similar to today. Once Apple started making a lot more money under Tim Cook, t…
pe ratio under 10 in 2013 to ~40 in 2024. You can't deny the multiple expansion.
Re: John Ternus to become Apple CEO
#603Earlier quoted context omitted.
Ternus recently gave an interview where he said this about the initial flop of Apple Maps: > “When we started out with maps, it was an ambitious undertaking. It was bumpy,” said Ternus. “But the team had just been over the years just pushing and pushing and pushing. And Apple Maps today is absolutely amazing. If you have the vision and you're persistent and you keep working at it, you can take something you know that…
There's some irony there in that the whole maps fiasco lead to firing of Forstall which allowed Ive to become head of design, which basically led to the current state of macOS design. I do wish that some day someone will tell the story of what happened during that time. Maps was bad at launch yes, but it also wouldn't get better without people contributing more data, and the fact that it took a decade to slowly impro…
> Maps was bad at launch yes, but it also wouldn't get better without people contributing more data, and the fact that it took a decade to slowly improve implies that there's nothing anyone could have done to get it right "off the bat".
Absolutely.
Was the choice to release way way way too early the right choice in the end? Needed telemetry, or even more time, to beat Google? Also taking the data from Google must have had significant ramifications.
Re: John Ternus to become Apple CEO
#604It is a net positive to have a technologist and hardware leader at the helm. In this era, Apple can hire the right people to build software faster. but they need a strong hardware leader at the helm to differentiate themselves. In local AI, they have a unique opportunity, but limited window of time.
Re: John Ternus to become Apple CEO
#605Earlier quoted context omitted.
There's some irony there in that the whole maps fiasco lead to firing of Forstall which allowed Ive to become head of design, which basically led to the current state of macOS design. I do wish that some day someone will tell the story of what happened during that time. Maps was bad at launch yes, but it also wouldn't get better without people contributing more data, and the fact that it took a decade to slowly impro…
Forstall fired an engineer I had worked with (and who I respected a lot) to take the fall for Apple Maps.
Like one engineer could ever be responsible for that epic of a fiasco?
Re: John Ternus to become Apple CEO
#606Tim did cook well!!
Re: John Ternus to become Apple CEO
#607Earlier quoted context omitted.
Airpods? They make more than most SaaS decacorns. How can you not credit that as a massive success that came out of nowhere?
Yes, what about airpods? Little reason to buy them if you are not in the Apple ecosystem, and if you are, and you are a careful buyer, you'll probably settle with other brands which are technically ahead (in either of build, sound or ANR quality, or all, Apple being on the Pareto front of neither). I'm not dismissing the marketing forces behind airpods selling by the millions as a "status symbol", but that's very muc…
> you'll probably settle with other brands which are technically ahead (in either of build, sound or ANR quality, or all, Apple being on the Pareto front of neither)
Like what? In the true wireless camp, the Sony's are much less comfortable (and more expensive), the Bose are not as good (and more expensive)...
There's cheaper options, sure, but you're sacrificing build, ANC, battery life, etc.
Re: John Ternus to become Apple CEO
#608Earlier quoted context omitted.
What about Apple Silicon?
yes they innovated with apple sillicon but I would say it only shines in macOS environment. On iOS / iPadOS it's completely untapped - like having ferrari with only gravel roads around.
And yet it is the best tablet you can buy on the planet top to bottom software and hardware, is it perfect no, what is this phantom alternative to an iPad M4 Pro? Note I already have a desktop computer. I don’t need two of the same thing in short I don’t need Mac OS on two devices.
Re: John Ternus to become Apple CEO
#609Tim Cook’s experience in logistics built Apple into the global hegemon it is today. I hope John Ternus’s experience with hardware can kick off a renaissance in both Apple hardware and software design. Mind you, Apple hardware is already amazing, but hopefully it can be even better with Ternus at the helm. Apple software is terrible, and hopefully Ternus can turn that around. I’m also hoping, without any evidence, tha…
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.
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Re: John Ternus to become Apple CEO
#610Earlier quoted context omitted.
> I wonder how he climbed up the ranks of hardware engineering with a degree in mechanical engineering. Quite amazing. Given the level of mathematics I’ve seen involved in hardware, I’d assume the average mech eng. has a better chance than the average software eng.
What would mathematics have to do with internal company politics, a soft/people skill demanding job?
People skills are primarily learned through observation, interaction, and modeling the behavior of others who have already have cultivated social skills. You know, from being around and interacting with people. It's not like studying a certain discipline, such a mathematics, forbids you from ever cultivating these abilities.
Mech E. on the other hand, is perhaps the broadest engineering discipline in terms of foundational principles, application variety, and transferable skills. So shouldn't be all that surprising when it comes to hardware engineering.