NOTE: I have totally bought into the Apple eco-system, so am willing to exchange hard-earned dollars for Apple equipment, but these observations are based on the facts as I understand them. I could be wrong.
I'll disagree with him too. Sure, they are innovative in some areas. Creating the Apple Watch was brilliant, even though it does not yet have that killer app. It's at least a solid foundation. We can point to the TouchBar as another foundation for future use. What else?
That said, let's be a bit more specific about their innovativeness... or lack thereof.
First there is a difference between being innovative (finding new uses for old products, or totally new products) and just "keeping up with the jones's" (staying competitive with the market).
HARDWARE
- Every year we get a new iPhone that has better/faster hardware (just like everyone else)
- Every year-ish we get a new iPad that has better/faster hardware (just like everyone else)
- Every year-ish we get a new watch that has slightly better hardware and a few additional components
- A couple of times per decade we get new laptops with middle-of-the-road hardware plus a new feature or two
- A couple of times per decade we get new desktops with middle-of-the-road hardware plus a new feature or two
- Once a decade we get new professional-grade hardware with middle-of-the-road hardware plus a new feature or two
- One every 2 years we get a new TV with middle-of-the-road hardware plus a new feature or two
SOFTWARE
- Every year we get a new version of iOS that is flashier, faster and has lots of great new features
- Every year we get a new version of MacOS that is flashier, faster and has lots of great new features
- Every year we get a new version of WatchOS that is ... well ... not much different
- Every year we get a new version of tvOS that is ... well ... not much different
CONCLUSIONS
- I don't expect new whiz-bang products every year... or even every decade. Those are hard to come by and take incredible effort.
- I do, however, expect to have the envelope pushed in every conceivable direction with the existing products. There are so many areas for improvement and expansion that Apple is either ignoring or running behind the competition. Again, I don't expect new killer products/features every year, but in the absence of that there is no excuse for ignoring the obvious.
How, exactly, can an almost trillion-dollar company say this is being innovative?
When Apple introduced the iPhone they were the little player in a big, stagnant market. Now they are the big, stagnant player in an even bigger market that is filled with competitors willing to push the boundaries of what devices can and should do.