The advancements made with Apple Silicon are, as of now, far more impressive than what any company has done with AI.
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Apple CEO Tim Cook Should Be Replaced, Research Firm Says
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I mean… the company nor Tim are perfect, but I’m still optimistic.
I think they need to make some changes, but is replacing Tim really the answer?
the products are still damn good. just need to tap into their innovation bag a bit more and for the love of God improve Siri and their software.
I think they need to make some changes, but is replacing Tim really the answer?
the products are still damn good. just need to tap into their innovation bag a bit more and for the love of God improve Siri and their software.
For me, the AI fiasco was panicking over Wall Street nonsense like this and announcing something they shouldn't have to appease Wall Street morons. AI is so far from ready for a company like Apple and announcing work in progress half-baked products as Google, Open AI, Anthopic, Meta and X isn't what Apple should be doing. Sure, mate do with their services until they have something ready, but not rush anything out because clueless analysts pontificate.
One area where I do see Apple late to is server chips for their cloud products. They should have owned a good chunk of this market instead of buying the services of MS and Amazon. And they should have pushed harder in the GPU space to reach parity with Nvidia, not just for AI, but for gaming, scientific and graphics functions. The M4 MAX is a great step forward in GPU performance and I believe they could have wiped the floor Nvidia by now if they focused on their core business of computer components and chips instead of foolish things like cars. Pulling the plug on the car project was the best thing they ever did, getting involved with it was the worst.
One area where I do see Apple late to is server chips for their cloud products. They should have owned a good chunk of this market instead of buying the services of MS and Amazon. And they should have pushed harder in the GPU space to reach parity with Nvidia, not just for AI, but for gaming, scientific and graphics functions. The M4 MAX is a great step forward in GPU performance and I believe they could have wiped the floor Nvidia by now if they focused on their core business of computer components and chips instead of foolish things like cars. Pulling the plug on the car project was the best thing they ever did, getting involved with it was the worst.
I’m going to take a wild guess that Apple won’t be making any decisions based on research firm LightShed.
Siri launched in 2011 with the iPhone 4S. And it has languished ever since. That's the problem. If they had Siri work just like OpenAI's app on the iPhone does there would be no concerns about Tim Cook or Apples direction.
How they've not managed to pull this off with all the money they have is dumbfounding.
How they've not managed to pull this off with all the money they have is dumbfounding.
This is madness. Tim Cook one of the greatest CEOs off all time in any industry. He has guided tons of new products without killing the old ones. His ability to keep the quality of hardware, software, stores, employees, at the highest quality. And the way things work just today listening with AirPods Pro 2s I was watching a show on my iPad and needing to listen to videos on my iPhone. Simply tap back and fourth and it flawlessly changes sound source from iPad to iPhone. This may not be Tim’s team but it is the culture that Tim has built that makes the team perform with these amazing magic tricks. And yes I believe that Steve Jobs was a genius and hand picked Tim Cook to carry on. He has grown the company beyond what I ever imagined as a pre cool investor. His ability to walk the minefields between politics qmd
Cultures is amazing.they way he has built the supply chains with Chinese made quality that rivals anything the Swiss Japanese or Germans could build. Long live Tim Cook. Never retire.
Cultures is amazing.they way he has built the supply chains with Chinese made quality that rivals anything the Swiss Japanese or Germans could build. Long live Tim Cook. Never retire.
Logistics is important for a hardware company like Apple but that’s far from the most important thing. Apple thrives by introducing disruptive products while their opponents stagnate. Apple can maybe afford a few more years of stagnation and they will still come out on top but what happens after then?
Love it or hate it, AI will disrupt the entire humanity in far bigger ways we can even imagine. We don’t even know what exactly is inside a neural network today let alone in the future when complexity grows even faster. Apple not catching up will cost the company, something they are still struggling.
Love it or hate it, AI will disrupt the entire humanity in far bigger ways we can even imagine. We don’t even know what exactly is inside a neural network today let alone in the future when complexity grows even faster. Apple not catching up will cost the company, something they are still struggling.
I don’t own stock, but Apple is not Microsoft and we saw over the years what they did. Trying to always appease customers and put half baked stuff out to stay relevant to the trends.
I have not always like what Tim does, but he is doing a fine job. With A.I. get it right instead of trying to keep up with everyone. Their products are good and customers are buying, so that is what is important concerning business.
Innovation…well Apple Silicone is wonderful. Love my Macs. Apple doesn’t need to get into everything and become what they were in the 1990’s when Jobs was gone. We saw where that lead too…. JUST do what you do well first and get that solid…THEN go after new things, but do it well. The world complains regardless.
Once you get institutional investors saying things like this, it's only a matter of time.
Good companies don't let their CEO's become the board chairman. Good companies strangle the CEO and hold them accountable when things go wrong.
I know a certain someone that used to be the CEO of Citi until early 2021 that "retired early" because regulators didn't like what he was doing with the stock price. If the current BOD at Apple doesn't have the balls to fire him, then the shareholders should replace the entire board of directors.
I know a certain someone that used to be the CEO of Citi until early 2021 that "retired early" because regulators didn't like what he was doing with the stock price. If the current BOD at Apple doesn't have the balls to fire him, then the shareholders should replace the entire board of directors.
Anyone done any research on this "research" company? Lightshed partners - 6 employees.
Totally unclear what clients they "represent"
Totally unclear what clients they "represent"
You're switching to folding phone but Apple doesn't offer one yet. When they do, you'll come back to iOS. At least that's what all the research and common sense says.
The same people that want Cook out now will be complaining about the next CEO no matter what they release. Guaranteed.
Huh?? 🤔 Jobs famously said “Real artists ship.” Cook is the guy who made that statement a reality for Apple. Great design is necessary but not sufficient. Shipping is what made Apple great for users as well as investors.
Are you sure about that? And assuming you're right, how long do they stay with 1) Apple's lack of vision / direction in the AI space and 2) other major AI players offering way higher compensation packages?
This is the most obviously correct and yet completely damning quote ever about Apple's current culture:
"There's no question Cook bears responsibility for Apple's current struggles. That includes the company's AI missteps, an aging product lineup, the erosion of its design-focused culture, a decade-long drought of breakthrough mainstream hardware, and its growing tensions with developers and regulators. But there's also no question that the board still sees him as the only person capable of turning things around."
Cook is a huge problem. The board that keeps him in power after the Apple car debacle, the Apple Intelligence debacle, and many others, is a worse problem.
"There's no question Cook bears responsibility for Apple's current struggles. That includes the company's AI missteps, an aging product lineup, the erosion of its design-focused culture, a decade-long drought of breakthrough mainstream hardware, and its growing tensions with developers and regulators. But there's also no question that the board still sees him as the only person capable of turning things around."
Cook is a huge problem. The board that keeps him in power after the Apple car debacle, the Apple Intelligence debacle, and many others, is a worse problem.
I completely agree with your thoughts on the disruptive nature of Generative AI. But, two questions: 1) how does firing the person who assembled and led the team that collectively solved the most complex challenge in the company’s history address AI disruption? 2) which living person should replace him?
Being 'behind' in AI is a feature, not a bug.
Funny that those who bring up AI with respect to Apple's need for a new CEO, have vociferously claimed they'll be "turning off" AI whenever it becomes available.
Been saying it a long time, Apple needs a product person to make AAPL great again. Crook was great for AAPL shareholders, but he has now failed the other stakeholders for years.
Wasting $10B on Apple Car then another $20B on AVO wasn’t great. All this time could have been focusing on making Siri great and not tarnishing the Apple brand with Apple Intelligence. Way to ruin the whole company. People don’t want AI yet as people don’t like change. But as someone who works with it daily, I can say with certainty it will replace about 80% of knowledge work with better results within a few years. It’s all ready better at customer support, sales and employee proficiency than anything since the PC.
Forestal was supposed to be the successor. Tim Crook wanted the money as he was filled with greed. He did well by riding the product map of Jobs but once that product map was gone, they have struggled. Apple Silicon is great and it made Intel take notice but it’s almost caught up.
But I would say the MacBooks are worse than they should be or could be right now. The pressure to add ports because people wanted them. Like Jobs would say people don’t know what they want as they don’t want change. But change is what improves the world around us. Can either improve or be left behind. The MacBook could be so much better just by removing the dumb notch that has no purpose other than marketing. It ruins the user experience.
Apple has made a cash cow out of iPhone. But what have we really seen as improvements that Android hasn’t had for years? The only thing Crook does great is lock people into an ecosystem. I’m grateful for the EU and hope USA follows suit and stops the anticompetitive practices that are stifling innovation for all consumers. Interoperability is what is best for consumers. We need to do something about the long lasting patents and move to something like pharmaceuticals with seven years of exclusivity. The best companies should be those that keep innovating.
Aye to axing Crook.
Wasting $10B on Apple Car then another $20B on AVO wasn’t great. All this time could have been focusing on making Siri great and not tarnishing the Apple brand with Apple Intelligence. Way to ruin the whole company. People don’t want AI yet as people don’t like change. But as someone who works with it daily, I can say with certainty it will replace about 80% of knowledge work with better results within a few years. It’s all ready better at customer support, sales and employee proficiency than anything since the PC.
Forestal was supposed to be the successor. Tim Crook wanted the money as he was filled with greed. He did well by riding the product map of Jobs but once that product map was gone, they have struggled. Apple Silicon is great and it made Intel take notice but it’s almost caught up.
But I would say the MacBooks are worse than they should be or could be right now. The pressure to add ports because people wanted them. Like Jobs would say people don’t know what they want as they don’t want change. But change is what improves the world around us. Can either improve or be left behind. The MacBook could be so much better just by removing the dumb notch that has no purpose other than marketing. It ruins the user experience.
Apple has made a cash cow out of iPhone. But what have we really seen as improvements that Android hasn’t had for years? The only thing Crook does great is lock people into an ecosystem. I’m grateful for the EU and hope USA follows suit and stops the anticompetitive practices that are stifling innovation for all consumers. Interoperability is what is best for consumers. We need to do something about the long lasting patents and move to something like pharmaceuticals with seven years of exclusivity. The best companies should be those that keep innovating.
Aye to axing Crook.