MassiveAttack
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Replace Tim now. He is as old as Jeff. A product guy would be helpful. Many people speculate that John Ternus could be the next CEO.
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9secondkox2 said: Williams was great. sad that he is going. Never heard of Khan. Guess we will see how he works out in the COO role. During a meeting with Tim Cook in Cupertino, Khan reported an issue in China and Tim Cook sent him him dir…
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Good thing: Tim Cook executed and realized ideas of Steve Jobs very well. Based on interviews with Steve Jobs, he dreamt about devices like "something on your head" (=Vision Pro), "Personal devices" (=Watch, iPhone, Airpods etc.). Tim Cook´s execut…
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So... Apple is way behind with their Siri strategy. Anthropic and Apple do not agree on financial terms. Anthropic wants to get multibillion dollar fees per year. Apple does not want that.. As Apple asked Anthropic or OpenAI to train their data, …
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Crazy that the stock is up on this news, because it officially confirms that Apple ideas way behind. Is it (as the article says) true, that ChatGPT or Anthropic will run on device, so that they don’t get API data from Apple? Otherwise, it is no go…
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bonobob said: MassiveAttack said: Apple should build data centers as Apple has committed. Apple should build data centers centers when they need them. I am sure they are going to need them since they want to strive for on-dev…
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macgui said: JamesCude said: It’s a great deal- if you’re a billionaire. Yep. And it's billionaires saying "Just hang in there. Sure it will get worse, for you, but it will get better". Half truth half lie. Yes it will get worse for…
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I see that Apple is treated very unfairly. But Apple has been "friendly" in terms of their pricing policy. I think Apple will not be heavily affected by raising prices.
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Apple should build data centers as Apple has committed.
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As other Western apps are forbidden in China, I am with Germany. Not only security concerns, but also fair game grounds should be granted in China.
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Fair point. As an employee, I would be frustrated as well. No clear direction. Just back and forth... Somehow. But there was a leak that Apple intended a full autonomous driving experience controlled and steered by Siri. As an automotive engineer…
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davidw said: MassiveAttack said: It shows that Apple is and will always be an iPhone company. Their service growth is maybe 10% ~ 11%. Their iPhones get uglier with 17 series. Apple fails to convince consumers why they should upgrade…
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red oak said: The misses for Tim Cook are piling up. Apple Car 10 year fiasco, Siri, AI, China over reliance, App Store mis-management, No new product category for 8+ years, wrong satellite strategy, 5 years of flat revenues, no bold goals…
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nubus said: MassiveAttack said:I would not be surprised if AMZN and GOOG(L) surpasses AAPL sooner or later in terms of the market cap. Tim Cook needs to step down. He makes Apple just.... rotten Apple. 18% of Apple profits are link…
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ssfe11 said: Nvidia, Msft and meta are heading to ATHs not on earning but investor hopes and dreams lol. Nvidia trading at a 50+ trailing multiple is ridiculous. Apple trades on fundamentals(eps12-14% yoy growth) not irrational exuberance. …
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It shows that Apple is and will always be an iPhone company. Their service growth is maybe 10% ~ 11%. Their iPhones get uglier with 17 series. Apple fails to convince consumers why they should upgrade their phones regularly. Their Apple Watch seri…
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mpantone said: It's worth pointing out that the Services Division has been the fastest growing business unit at Apple since before the pandemic. It's important to remember that Apple views itself primarily as a software company: one whose so…
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Yawn.. While other Mag 6 companies promote and attract investors with AI-driven products, Apple comes up with dead Hollywood which has been dead since Netflix.Tim Cook rather hangs out with Hollywood celebrities while Jensen Huang meets politicians …
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Grizzmick said: I’ll believe this when I see it, I can’t see apple producing such a niche product which nobody has been able to make profitable unless they have found a way to make a foldable screen that doesn’t look crap. I work in this …
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Home Hub without Siri is useless. Fix Siri first.