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John Ternus to become Apple CEO

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Re: John Ternus to become Apple CEO

#911

Post by cloverich »

trsohmers wrote: post #40
foobiekr wrote: post #16

Earlier quoted context omitted.

Hardware people, in my very direct experience, are terrible at software. But we can hope.

Software people, in my very direct experience, are terrible at hardware... While in jest, I do think most software engineer's understanding of hardware abstractions is pretty poor and does disservice to the hardware they run on. I know between Moore's Law and Gate's Law which one I would prefer to be the industry standard... https://en.wikipedia.org/wiki/Andy_and_Bill%27s_law

As a software dev that started at a hardware focused company... I don't think it need be in jest, nor need be offensive? Hardware and software are different disciplines, even when they do overlap in embedded. It just seems to me - having been at a hardware company that failed to pivot to software, and went out of business (while a new competitor, software first, became Zoom), that the mindset is too different. Hardware requires far more planning; software far faster iteration. In software too much planning is a death sentence. In hardware insufficient planning is a death sentence. I think a single person absolutely could do both well but in my relatively basic estimation, I don't see it being a common trait. Hardware is cool and impressive, but I could never do it. And in my experience, many of the hardware folks I know don't seem to like how software development works either.

I don't think it means anything for this particular move; good leaders know what they know and what they don't know; they know how to motivate and select the right people, they know what to delegate and what to control. Having a track record of success of any kind is IMHO always the best start. I'm excited to see what kind of changes the transition from an operations person to a more technical leader may bring. Especially given how awesome Apple's hardware has consistently been.

Re: John Ternus to become Apple CEO

#912

Post by qup »

71bw wrote: post #654
btown wrote: post #72

Earlier 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…

>And Apple Maps today is absolutely amazing. Perhaps that is the case in the US, but in Poland, I haven't had a single app guide me into the literal bushes as many times as Apple Maps does. The straw that broke the camel's back was when, I shit you not, the navigation aspect literally expected me to drive through a lake.

It's been some years now, but apple maps put me into a loop once in Branson, Missouri.

It drove me around a couple miles that went right back to the intersection where we started, and then wanted me to start the loop again.

Re: John Ternus to become Apple CEO

#914

Post by kobalsky »

w10-1 wrote: post #90

His letter (at the top of Apple's web site) is moving: https://www.apple.com/community-letter-from-tim/ I understand Tim is a logistics genius and Ternus is a hardware genius, and that we all want better software and policy from Apple, but I'm glad that there seems to be good people at the head of one of the biggest and most consequential companies, and further that they seem to care about being good people. As far a…

> Tim is a logistics genius

https://www.forbes.com/sites/rachelsandler/2020/03/25/tim-co...

Well he is, but I cannot forget being completely blown away by the lack of, I don't even know what to call it.

On a moment of worldwide shortage, this move didn't move masks to the US that were shelved in forgotten warehouses, they raised the price and left medical workers from poorer countries exposed.

Re: John Ternus to become Apple CEO

#917

Post by csomar »

pzo wrote: post #212
tchalla wrote: post #39

> Under Cook’s leadership Apple has grown from a market capitalization of approximately $350 billion to $4 trillion, representing a more than 1,000% increase, and yearly revenue has nearly quadrupled, from $108 billion in fiscal year 2011 to more than $416 billion in fiscal year 2025. Quite successful.

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.

Market cap should theoretically be determined by profit, interest rates minus liabilities (see legacy auto makers). Though it's future looking, so it might be higher or lower than a simple analyst estimation. Of course, this discount meme stocks (like TSLA) which are valued by the insanity of the crowd.

Re: John Ternus to become Apple CEO

#918

Post by tssva »

dewey wrote: post #536
btown wrote: post #72

Earlier 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…

I’m sure it’s amazing in California or the US. So often I think how much better products would be if the people responsible would have to use them for a week outside of the happy path. Example: Taking the airport train instead of a private driver and realizing there’s no luggage racks, staying in a regular hotel room and realizing there’s no light in front of the mirror, only behind you. So many examples like that on…

I'm in the US and it is far from amazing for me.

To get to my home you take an exit off a toll road and where the exit splits continuing straight or going to the right you continue straight to a stop light where you take a left and in 1/4 mile take a right into my neighborhood. Apple Maps will tell you to go to the right instead of going straight merging on the road and continuing through 2 stop lights, taking a u-turn at a 3rd light and then backtracking to take the right into my neighborhood. Google Maps gives the correct directions.

In the closest major city Apple Maps will give directions instructing you to perform u-turns on streets where u-turns are legal but practically impossible. Google Maps will instead correctly direct you so such risky u-turns are not needed and you actually arrive quicker.

That is just two examples. I have many more I could provide.

Re: John Ternus to become Apple CEO

#919

Post by randomeel »

apatheticonion wrote: post #697
oofbaroomf wrote: post #6

Wow. Hopefully, Ternus will bring what he brought to Apple's hardware to their software. The hardware is leaps and bounds ahead of anything else, but their software gets worse and worse every generation. I'm glad to hear this.

My only hope, however unlikely, is that Apple will recognise that power users, engineers and gamers would really really appreciate running Linux on Macs and they write some drivers for it. There are literally no PC laptops with the quality or hardware offered by even the cheapest MacBook - the software, while fine for general consumers, creators, and some developer workloads, tragically holds back its potential somet…

I also hope they recognize power users it’s very limited customization they offer unlike Linux and windows . The only thing holding them back is their software . If they could try make games compatible or introduce more customization options and more options other than Xcode for swift it would be the most amazing OS

Re: John Ternus to become Apple CEO

#920

Post by leetharris »

spacebanana7 wrote: post #663
ebbi wrote: post #346

Earlier quoted context omitted.

Agree. With the cash balance that Apple has, CEO's usually get tempted to make moves that let them flex, but he was very disciplined in that sense.

For example, Tim had the discipline to get out of the EV projects. Which was likely wise given the challenges the sector has faced in profitability, and Apple's long term outside option to accrue vehicular services revenue through CarPlay. Yet someone in his position could have burned $200B pretty easily to try and build a business there.

The only mistake he made was not buying Tesla around the M3 launch. Elon was desperate and would have sold it to him for cheap. He didn't take the meeting.

Otherwise I completely agree, once Tesla reached takeoff, it's too hard for anyone else to do it without burning mountains worth of cash.

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