I think Tim Cook has done an outstanding job as CEO. He's done a solid job making the most of Jobs' vision after he passed. But at this point, there’s not much left to work with. He’s great at turning a vision into profit, but he doesn’t seem to have the vision needed to lead Apple into the future. Thinner iPhones aren’t going to cut it for much longer.

He needs to find an engineer with real vision someone who can drive Apple forward. And that person has to have the finesse that Jobs had, while also being ruthless enough to get things done. It's a tall order, but it needs to happen soon.

Otherwise, I can see Apple turning into another IBM; a company that’s still around, but no longer leading the tech world.

It's time for Cook to move to the Chairman's position.

This isn't wrong about Boeing and Intel. But it is wrong about Apple I think.

Apple have kept their powder dry, and not over invested in AI because mostly its still in bubble territory. They'll do what they always do: Buy it in from experts until they are ready to embrace-extend-control.

The shareholders are still happy. They have a shedload of cash on hand. They managed to own their own VLSI IPR pretty well. They are making book on the device side of things, and if s/w is making money for others on other platforms, so be it. Apple is making good enough for the board and the shareholders.

When apple invest in DC worldwide, we'll know they're taking icloud into new territory and AI will presumably be there. For now, apple private relay seems to run as overlay on other people's regional build out, mostly.

Apple has not had an MCAS moment btw.

Shareholders will always be happy... until their App Store monopoly is dismantled and iPhone hardware margins dissipate. At that point, Apple will once again be forced to compete au-naturale, and the shareholders will (rightfully) panic. Cook might be able to handle the supply chain, but he can't bring the Jobs-esque energy back to Apple.

The iPhone margin golden days are behind us now, and Mac/iPad market share isn't expanding that much. They canned the Apple Car, shipped an embarrassingly half-baked Vision Pro, and now are reprising the $1000 "recession indicator" smartphone meme. If they have something magical up their sleeves, they better announce it soon.

Look this is true, but its not an MCAS moment, or intel-took-the-eyes-off-the-prize moment. It's what happens when you have huge margins, and somebody good comes and takes slightly lower margins.

yes, Samsung is sniping at the edges all the time. No, there are not cohorts of apple ecology users jumping into Samsung-android land.

Apple will land a touchscreen mac, and do integration from handheld and desktop before DeX can get it's feet wet.

market share in the US might be close enough to what we can call saturation. India and China and S.E. Asia and even dare I say it South America and Africa are still viable for emerging middle classes with money.

All vison products are crap btw. Meta has nothing special here, it's not google glasses redux, it's an expensive distraction. If you are looking for a company with a TCAS moment, its Meta or X. It's not Apple.

(not a fanboy btw. Use them for work. Use a lot of BSD devices, android on phone and tablet)

Touchscreen Mac? You mean... iPad?

I think you're giving them too much credit, the metrics don't line up here. Apple has explored a lot of their addressable market already, and the bulk of their profits is coming from their most precarious business sectors. They can't keep banking on App Store revenue and cheap manufacturing to compete.

VR absolutely has a future, if the recent Meta Ray Bans didn't convince you then I don't know what will. I use my Oculus Quest on a weekly basis to play flight simulators already. The future is already here, it just can't cost $3500 or be locked-down like an iPad. I've been a lifelong Apple fan since the first Intel Macs, but the past 5 years have hemorrhaged my faith in their business acumen.