Gotta love posts like this that ignore all the value created by Cook's team.As someone who watched this show before when Jobs left, I wonder how the ending is different this time? Scully at least tried to do tech; the Newton was created under his watch and while not perfect, was pretty amazing technology (and Apple's first use of ARM technology). Jobs killed Newton on his return so we'll never know what a few more iterations could have looked like (although some bits live on in the iPhone).
This current crop of execs (minus maybe Federighi) seems to not understand products or care about them. Eddie Cue is off in music and tv la la land. Phil is increasingly MIA. The best tech designer of maybe all time just left because "leadership doesn't care about design." Ahrendts (left recently) just made the Apple store experience worse, not understanding it is not Burberry. Tim seems to think "sell half as many, then double the price" is just fine. But this time Jobs is not waiting in the wings to save the company again.
With an operations guy, we'll get a long, comfortable slide into overpriced mediocrity. Bump out the case 0.01 more to save $2 per machine on memory. Don't go all in on 3D Touch (too expensive) and then in the future cut it as needed (happening). Let the phones go 3 generations in the same shell to make manufacturing and supply chain easier (6, 6s, 7, X, XS, 11). Take 5+ years to update a Mac Pro because nobody understands or cares about high end creatives when the exec team is using e-mail and PowerPoints and can probably do that from an iPad. Release a smart speaker years late because everyone else is, charge too much for it, and then neglect it because its not selling in high volumes so why keep investing? Have a Mac, an iPad Pro, and an iPhone? Use 3 different wired headsets. Buy a Beats headset? Charge with MicroUSB.
Don't have any product passion what to do? Don't buy Sonos (clearly aligned). Don't buy Nest (clearly aligned). Don't buy Tesla. Instead let Eddie run off and start making TV shows because he at least seems passionate about something and Netflix seems to be onto something. Oh, and don't buy Netflix either. instead, listen to investors and hand that money back as share repurchases and dividends. Huh?
What's next? Cut fan slots underneath to help with cooling instead of engineering air channels in the sides and save $5 per machine? Put an Intel Inside sticker on the palmrest to get $3 per machine in Intel marketing money (hey, customers can peel it off later if they don't like it)? Pretty soon we all get 'me too' devices. I just hope that the ecosystem integration keeps holding strong for another decade.
The only thing keeping beige boxes from returning is that Apple will have Huawei, Microsoft, and Google to copy. Ironically, those companies were all inspired by Apple's past. I think the current CEO of Huawei understands Apple better than Tim Cook does.
- 1.4B devices (record)
- Apple Music now more paid subscribers than Spotfiy
- Services at $50B
- Wearables (Watch, AirPods) best in industry
- Industry leading silicon
- THE best tablet, by a mile
- Ultra competitive phone market and still selling 200M units/yr
- Innovations like FaceID are still trying to be matched by competitors
- $700B in shareholder value since Jobs passing away
- Record earnings
- Biggest buyback in the world
I don't know what you want Apple to do. They have executed the iPhone strategy better than any single device by a mile. All of your 3 year shell talk as if it's a misstep is precisely wrong. The iPhone has been managed so well, it's unbelievable. They are FINALLY seeing some dropoff, but it's expected after a product has penetrated most of its market, lasts so well, and has little else to offer. They are still selling 200M units/yr.
Making fun of their push to services ignores reality. That's what Apple should be focused on now that they've built the device count. People want services.
Trying to understand why Apple hasn't bought companies like Tesla, Nest, or Sonos is just an exercise in futility. Pretending you understand all the details like integrating cultures, financials, and synergies is disingenuous.
High level, Tesla is run by an eccentric maniac that lies to his investors constantly, doesn't deliver what he says, and is losing billions of dollars every year. Why would Apple really want to buy that? Nest and Sonos are likely complete non-needle movers and Apple believes they can play the long game to take those industries.
If you're going to be so negative, you at least have to acknowledge some of the positives.