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everyone talking about Vision Pro and Siri but no one is talking about John G. He was supposedly an AI Guru that Apple grabbed from Google after he wasn’t ’allowed’ to do what he wanted there.
 
They were all priced <$1k. Apparently that matters a lot.
No kidding, these people are acting like Apple expected to sell 100s of millions of Vision Pros and have failed. They never intended that. You can argue they shouldn’t be releasing developer quantity units and expecting developers to drop everything and make software for it. While taking 15% of sales too.
 
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Nothing like any of those products honestly.

They all sold more than a million in their first quarter of availability.
Not all of them - Apple didn't even sell a million iPods in the first year of availability. I believe it was around 600k.

And all those products were all significantly cheaper. Again I am not saying AVP is a roaring commercial success, or even that Apple sold as many as they expected. But the idea that Apple expected to be selling millions of devices just doesn't square with what analysts thought, what is reported the maximum number of devices able to be produced was going to be, or, most importantly, common sense.
 
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Sure, Gruber cried for Giannandrea's Head and Cook delivered. Even if it didn't look like it was Giannandrea's fault and there are deeper, structural problems why Siri went nowhere since it's launch. Siri is exemplary, but it's far from the only symptom.
 
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Vision Pro is a success, it shipped. It may not have mass market success due to its price, but it shipped and works as promised for the most part.
 
Might be something about the 390+ billion in revenue last year but I'm not sure.
If they continue to grow and post record profits every year, I think investors might think someone is doing something right.

Apple Financial Performance during Tim Cook's Tenure

YearRevenue (Billion USD)Valuation (Trillion USD)Stock Price (USD)
2011108.250.3513.53
2012156.500.4516.56
2013170.910.4718.94
2014182.800.6027.88
2015233.720.7727.68
2016215.640.5627.39
2017229.230.8742.46
2018265.601.0054.83
2019260.171.0671.25
2020274.522.00134.87
2021365.822.48174.94
2022394.332.47177.57
2023387.552.64184.62

It's hard to argue with success!
 
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Like iPod... (who asked for a thousand songs in your pocket?)
iPhone with a non-mechanical keyboard (who asked for that?)
iPad... it's just a big iPhone (nobody asked for that)
Watch... who asked for that? If I want to know the time, I'll just look at my iPhone.
The iPod that pretty much obsoleted crappy mp3 players (RIP brown Zune) overnight?
The iPhone's virtual keyboard (along with iOS) that was the death knell for the Blackberry (RIP RIM)?
The iPad that was immediately lauded by medical and aviation professionals, you mean?
The Apple Watch that gave Cook the only standing ovation of his life?

All of these first gen Apple products sold like hotcakes, as have successive generations. Ask your average Joe on the street if he remembers the AVP a mere 12 months' later, and at best after some visual prompting, you'll get "oh yeah, I vaguely remember that weird visor thing".
 
Apple Financial Performance during Tim Cook's Tenure

YearRevenue (Billion USD)Valuation (Trillion USD)Stock Price (USD)
2011108.250.3513.53
2012156.500.4516.56
2013170.910.4718.94
2014182.800.6027.88
2015233.720.7727.68
2016215.640.5627.39
2017229.230.8742.46
2018265.601.0054.83
2019260.171.0671.25
2020274.522.00134.87
2021365.822.48174.94
2022394.332.47177.57
2023387.552.64184.62

It's hard to argue with success!

Correlation does not imply causation.
 
The iPod that pretty much obsoleted crappy mp3 players (RIP brown Zune) overnight?
The iPhone's virtual keyboard (along with iOS) that was the death knell for the Blackberry (RIP RIM)?
The iPad that was immediately lauded by medical and aviation professionals, you mean?
The Apple Watch that gave Cook the only standing ovation of his life?

All of these first gen Apple products sold like hotcakes, as have successive generations. Ask your average Joe on the street if he remembers the AVP a year later, and at best you'll get "oh yeah, I vaguely remember that visor thing".

And all of the above were predicted to be flops; for the reasons I quoted.

AVP... At $4,000 Apple knew it wasn't going to sell like its more consumer-ish products above. It was brought to market to introduce the technology and potential to developers.

There will be follow-ons, at prices targeted to regular consumers.
 
Hmm…

IMG_0769.jpeg
 
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Wrong. The hate is exclusively reserved for what they’ve become under Cook’s “leadership”.
Um, so if you hate what Apple has become, doesn't that just mean Apple? Or just specifically Tim Cook? Confused.

Also, wrong? Take a look around the internet, these message boards, and the stock market. Is there anyone expressing love for Apple atm?
 
There will be follow-ons, at prices targeted to regular consumers.
Will there? Developers aren't exactly clamouring to develop for the AVP, and why would they when sales have been poor and not even a whiff of a 2nd gen/consumer production model in the works. Like most consumers, I'm not averse to the AVP, but think I would struggle to find a compelling use case for it even if it was significantly cheaper.

I applaud your faith, but in recent times, Apple has canned the built-in TV, quit the autonomous Car, even stalled CarPlay 2.0, and has spent the past decade to achieve the unthinkable and actually make Siri worse. Then again, they couldn't even manage a 3-way charging mat, so maybe we shouldn't be surprised.
 
Correlation does not imply causation.

Indeed this is true.

There are many factors influencing the continued rise of Apple's financial worth, not just Tim Cook's decisions.

Yes, the juggernaut of Steve Job's innovations and products in the pipeline before his passing, consumer excitement and demand for tech products, etc. contributed to Apple's success.

Nonetheless it is Tim Cook at the helm who guided the company these many years to continued growth as the world's most valuable company.
 
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Sure, Gruber cried for Giannandrea's Head and Cook delivered. Even if it didn't look like it was Giannandrea's fault and there are deeper, structural problems why Siri went nowhere since it's launch. Siri is exemplary, but it's far from the only symptom.
If it really was a clusterf*** by JG, then you'd hope or even expect Cook to fire him. That he didn't, and gave him a nicely cushioned sideways move, speaks volumes. Fire him when everyone and their dog knows the Siri failures are systemic and long-term with Federighi and Cook even more complicit, and Apple would deservedly face a wrongful dismissal claim. Instead, he's been sat down and told he's having to take one for the leadership team but not to worry as they'll "see him right".
 
Will there? Developers aren't exactly clamouring to develop for the AVP, and why would they when sales have been poor and not even a whiff of a 2nd gen/consumer production model in the works. Like most consumers, I'm not averse to the AVP, but think I would struggle to find a compelling use case for it even if it was significantly cheaper.
Yes, they’re continuing to release tons of new features with each OS update, pump out content, partnering with companies to create 3D cameras, reportedly working with Sony on gaming controllers, and allegedly talking to sports leagues about 3D broadcasting rights. They wouldn’t be doing all of this if a $3500 device was the end all and be all of what they were going to release.

AVP is clearly step one, designed to ensure that there is a lot of content available when the price gets down to a mass-market level.
 
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Will there? Developers aren't exactly clamouring to develop for the AVP, and why would they when sales have been poor and not even a whiff of a 2nd gen/consumer production model in the works. Like most consumers, I'm not averse to the AVP, but think I would struggle to find a compelling use case for it even if it was significantly cheaper.

I applaud your faith, but in recent times, Apple has canned the built-in TV, quit the autonomous Car, even stalled CarPlay 2.0, and has spent the past decade to achieve the unthinkable and actually make Siri worse. Then again, they couldn't even manage a 3-way charging mat, so maybe we shouldn't be surprised.

Clearly I don't for sure as I have no inside information regarding developer interest nor direct info from Apple regarding their plans. Do you have credible Apple inside information?

I view AVP as a technology demonstrator for what the future holds for Apple AR/VR tech going forward. Apparently Apple sold around 400,000+ AVPs by the end of 2024. Should the next version be lighter and more AR-oriented, and sell for around $1K (or less), it'll take off.

There are loads of very interesting AR/VR uses/applications in both consumer and commercial spaces out there.
 
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