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by chunkyguy 1601 days ago
Who is surprized by these numbers? Since Cook took over from Jobs earnings are the only thing they're focused on. The product quality, developer experience, user experience,.. everything that made Apple great is declining.
4 comments

It seems they have arrested some of the decline since Jony Ive left. The newest MacBook Pro has gone back to a formula that works well with processors that blow away the competition. Things are less rosy on the software side though.
They had an exodus of top engineers lately. I suspect the hardware gap will shrink in a few years and the software is, as you say, not rosy.

The decline for pro users will continue, I think. Of course a behemoth of 2 T$ won't fail tomorrow

They also poached the head architect from Arm. Now that M1/M1 Pro/Max are out I think a lot of top engineers have seen their project to completion and are moving on to new interesting things. No amount of money is going to bring them back but you can be sure they'll be back in 3-4 years if Apple has a compelling project (like say, their AR/VR headset).
And yet competitor products are still worse.
I find that as the biggest difference between Jobs and Cook vision for Apple.

Jobs wanted Apple to deliver the best of the technology that mankind has to offer whereas Cook wants Apple to deliver the best in the market.

Apples moat is simply enormous. From SoC design to camera design to manufacturing to software and compiler engineering.

Competitors could spend 10 years catching up. Cook simply needs to keep the machine going till he retires.

Yes. I will add Steve's Apple made new product and services, and "hopes" the market will buy it.

Tim's Apple look at which market has potential profits and tries to enter it.

It is a product based strategy vs a market based strategy.

Everyone who said they only care about short term profits three, six, nine... months ago.
developer experience was never a strong suite of apple tbh.