macxpress

Fred257 said:

Apple has always been about what they think we need, not what everyone else is saying or doing. It works very well for them.

I agree, in many cases people don't know what they want and Apple is fairly good at telling people what they want and then everyone goes in that direction. 

I really think AI is very overhyped right now and the vast majority of customers don't really care about AI, nor are they educated enough about it to actually make it useful. I'm not trying to say that people are stupid, it's just that I think most don't really understand what certain tech is and why it's useful to them. AI is one of them. 

One of the things I like about what Apple is doing with Apple Intelligence is they're not only doing it on device to make it more secure/private, but I think they're also using it in a way to where it can just work in the background and make people's lives easier without them even knowing its Apple Intelligence doing all of the work. Apple is very very clear in saying Apple Intelligence is not and never will be a chatbot like say ChatGPT is for exmaple. There's so many different ways AI can be implemented and it seems like everyone just assumes AI is just a chatbot when it can be used to do all kinds of different things for your everyday life. This is what I think Apple is actually doing a pretty good job at right now. What they're doing is not easy and there aren't many other companies do what Apple is doing. 

This is a very immature technology and I don't think any company has really figured out AI yet to its true potential. 

I think analysts are too focused on the immediate future and not a long term strategy so if they see Apple not doing well short term with AI then they assume Apple isn't innovative anymore and is falling behind when in reality they're again doing something that really not a lot of companies are doing and its so much harder to do it all on device than pointing to an AI server farm to get answers on everything and then god knows where your data went during and after that request. 

red oak said:

Cook needs to get rid of all DEI at Apple.   It is a cancer that kills internal culture and allows 2nd tier employees to exist at the company.  Apple still has "Racial Equity and Justice" and "Inclusion and Diversity" links on its home page.   It is disgusting 

Competitors are  moving faster, more aggressively, and only care if an employee can deliver results.    While Apple is primarily focused that everyone, regardless of talent, is "included". 

This is going to kill this company 

Competitors are moving faster? Who gives a shit! First doesn't mean better and it doesn't mean Apple isn't innovating anymore. Apple still has some of the most talented people in the world working for them no matter what their gender, sexual orientation or race is. Apple has always been about this even before the DEI thing was a thing. It's built into the culture of Apple. 

Mark Gurman just throws a bunch of shit at the wall to see what sticks and then claims he was right, when he just changed his story about 18 times to make it "right". You just really never know with him. I think he definitely has a source inside Apple or a manufacturing partner or something like that but it's only a matter of time before they get caught too. 

mikethemartian said:

The more often I read stories like this the more likely it seems to me that he is going to be pushed out as CEO. I start getting the sense there is a PR campaign going on.

 Well I think he only has about 5 years left anyways before he'd want to retire. The company is doing just fine right now and I don't see any reason to make Tim leave. I think Apple would be worse off if Tim left right now. Sometimes you don't know what you had until it's not there anymore.