Apple lacks strategic vision

Well, as we speak, Apple is still one of the most valuable companies in the world, shareholder-value-wise and (most importantly) consumer-preference-wise.

So, being an absolute Apple-skeptic, I don't blame them for not having a crystal-clear future direction right now. VR/AR? Nah, probably not happening. AI? Probably huge, but in which direction? Who knows? And they've got products in all these markets, just not obviously compelling ones.

So, a holding pattern is more than warranted at this point. Will this allow anyone to bypass Apple? Possibly, but the chance/hope of Apple front-running everyone else is definitely still alive.

Re: Apple lacks strategic vision

#6

Post by mmastrac » Sun, Aug 03, 2025, 4:07 PM UTC

With that much cash on hand, Apple has at least a decade of failing before they even begin to worry.

Re: Apple lacks strategic vision

#7

Post by matusp » Sun, Aug 03, 2025, 4:09 PM UTC

Doing AI just because everybody else is doing AI is not exactly a strategic vision. Going into AI without a clear plan is exactly what they should NOT be doing.

Re: Apple lacks strategic vision

#8

Post by tz18 » Sun, Aug 03, 2025, 4:11 PM UTC

ZeroConcerns wrote: post #5

Well, as we speak, Apple is still one of the most valuable companies in the world, shareholder-value-wise and (most importantly) consumer-preference-wise. So, being an absolute Apple-skeptic, I don't blame them for not having a crystal-clear future direction right now. VR/AR? Nah, probably not happening. AI? Probably huge, but in which direction? Who knows? And they've got products in all these markets, just not obvi…

The same things Intel said 10 years ago.

Re: Apple lacks strategic vision

#9

Post by kayodelycaon » Sun, Aug 03, 2025, 4:11 PM UTC

Apple is one of the richest companies in the world.

Technology is changing rapidly. Apple can easily afford to wait a few years for markets to appear.

Re: Apple lacks strategic vision

#10

Post by tracerbulletx » Sun, Aug 03, 2025, 4:12 PM UTC

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.