The references to companies are related to their arrogance. Microsoft did not improve on Windows Mobile consider a new phone and even Bill Gates admitted that was a mistake.
Google is absolutely arrogant. They sell your data even when it is supposed to be private and consider that they will never be replaced by another for search. Imagine what happens when ChatGPT or another AI starts devouring away
their usage.
Apple Silicon is excellent and they need to build on that but their cadence is way too fast for releases. Apple Silicon is only one of their products though. They are doing some very shady things though with lower speed of SSDs reads and writes unless you have larger drives on newer supposedly fast computers for profit margins. A new product should be better all the way around.
I think Tim did a decent job but the vision is definitely gone at Apple. I can honestly say that I am not excited about any of their products anymore. The stock is reflecting that as well.
I should mention that collectively I have seen lots of excellent comments on here.
I particularly like the idea of moving out of China. They are using Brazil and India but they should be making more things in the U.S. And yes I know it is for profitability. Apparently Apple can't find the resources in the US to manufacture their products in the U.S. That is another problem that as CEO they should be able to work on.
I agree with some of this, but we have to be clear that Microsoft aren't arrogant, they're the people who created the biggest software market on the planet. I have a computer on my desk that dates from 1983 and it has a Microsoft operating system in it. They created and profit hugely from the biggest and most commonly used operating system in history, and they also produce the most popular business productivity software there ever was. It isn't arrogance, it's pride in what they do.
And yes, I am not a fan, but I respect great work.
Did they miss out on Windows Mobile or a new phone? Not at all. As the Zune proved, there were places even then that Microsoft couldn't compete, and when they get something wrong, they at least have the sense to know about it and pull back before sinking a fortune in it. By the time they regrouped, the market was lost not just to Apple but to Android and really, there was no room to compete.
As for Google, they trade in peoples' personal data because
we give it to them. And because they can monetize it efficiently as they do, they know full well that nobody else can beat them.
Because we let them. It is entirely down to us.
The comments about Apple are both right in places and far off the mark in others, but are all pretty much well rehearsed. All I can say is that for a business lacking drive, momentum, creativity and the spirit exciting product... well, I wish I had that amount in my bank account.
I don't like many of their policies and I don't like some of their business models, but damn, they totally understand their market, and they know where they belong in it. And I will say that like you, I wasn't excited much by anything in the new Apple world of stuff. Yes, the M-series chips are a breakthrough (they really are) but it's just new models of the same stuff. Except not. These are fast, capable, and astonishing things to hold and look at. And to do this in the adversity of collapsing markets, supply chain constraints, political and even judicial pressures... really, having matured with the market, Apple are still consummate operators in it.
As for divesting from China... I wish. The most populous market in the world, pretty much the universal production hub which exiting would do more damage to Apple than China? I'd rather see them organize an industry-wide divestment which would matter much more.
