I genuinely hate Apple’s direction to become a service company. There are many service companies out there, but there’s not many hardware companies like Apple.
I use Apple services because of the hardware, experience, and the ecosystem, not because of the service. Apple’s apps are rarely the best among all choices, and they are usually tied to software releases so updates are slow.
The whole statement of Apple’s financial structure will be better if they transition to a half service company just doesn’t make sense.
The services should be a way to attract users to use and stay with Apple, not to milk even more money. One day when people leave Apple’s hardware, their software services will collapse as well.
Now with AI, building software is easier than ever. You really just need some fantastic new ideas. Hardware companies are much harder to be out competed.
Apple totally missed the boat on many hardware innovations. Their core identity is to provide the foundation for other companies to innovate (building OS, establishing standards, etc.), not to build the Apple Services.