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If I were Tim, the next ten years would primarily be: * Car; not happening. * Connected home; this is a crowded space, but it also represents a class of produ
by 015a 5y ago
If I were Tim, the next ten years would primarily be:
* Car; not happening.
* Connected home; this is a crowded space, but it also represents a class of products that people are willing to invest in, then keep for years; Apple is great at this. The most obvious product would be a thermostat, then extending into cameras, sensors, and door locks (imagine a camera which uses the FaceID laser array tech to build a 3d representation of some interior space, for more powerful object detection). The reason why I think this is an "obvious" next play is because it very naturally leads to a new billable service; right now, iCloud storage plans include some amount of homekit secure video storage, but its easy to imagine a new "Apple Home+" plan which includes that, plus other stuff like 24/7 on-call security and advanced object alerting.
* AR; positioned primarily as a value addition to the iPhone like Airpods. I think this will be less popular among older adults, more among younger people. I'm only slightly interested, and I'm late-20s; people younger than me will be far more interested, and that does matter. For me: if they look enough like normal glasses, have some kind of health angle to them (idk, EDA sensor by the ear? read my brain waves?), and "built-in Airpods" via bone conduction tech, I'll likely pick them up; I already wear glasses, why not make them smart.
* Watch; continue to grow sales by investing in health-focused monitoring and services. Noninvasive blood glucose would be the biggest possible thing they could do here, and would massively drive sales, even if it were isolated to a (even) more expensive "Apple Watch Pro"; anything below $1000 would be an instant buy for many diabetics, of which there are... so fucking many.
* General health; continuing to invest in preemptive detection technology. This class of tech, mostly algorithms and new sensors, is the biggest, safest, craziest moat Apple will ever build for itself. Its definitely a bit of a FUD marketing angle ("Apple Watch can detect if you may be developing parkinsons", ok i never had that before but now I need it). Very curious to see whether Apple starts locking more advanced detection/trends algorithms behind a subscription service (Health+, or another), similar to what Fitbit does; could see it go either way.
* Mac; there is so much potential in converting Windows users, between the value statement of M1 and the lukewarm response to Windows 11 (its still ~10/90 split!). Gaming needs to be the short-term focus here. It just Makes Sense. A proton-like compatibility layer seems easily within the capabilities of Apple's engineering team. Additionally, Apple should work with just a couple major developers to bring support to a few keystone titles. Combined with a large marketing push (its what Apple does best) and the continued graphics card shortage (no end in sight yet), this would be a relatively small investment to grow Mac marketshare by single or even double digit percentages. The value statement for developers is way too good, they just need a push; release on Mac, gain near-zero-configuration access to iOS, iPadOS, and Apple TV devices if it makes sense for your game.
* Fintech: An Apple checking account is inevitable I think (imagine Apple Cash, with a debit card and direct deposit, that's all it takes, even a competitive interest rate isn't necessary anymore). This will be an obscene source of liquidity for the company, as an entire generation of affluent young customers eschew traditional antiquated banking services. I don't believe we'll see them touch cryptocurrency in the next ten years; as another said in this thread, Apple is the Disney of computing. Crypto is still too "weird" for them, even looking beyond the environmental implications.
* VR; I'm much less certain Apple will ever get into VR, but I think the argument is stronger than many people admit. The technology is here already, unlike AR which still feels like people don't know what it is. They have an extremely powerful SoC which can fit inside a Quest-like AIO (this is the current challenge Valve is facing competing with Oculus, but they'll get there). Most critically: the only people who believe "VR is for gaming" don't have a VR headset; VR's strongest use-case, bar none, is exercise-gaming (this is why Oculus recently acquired Supernatural and Beat Games). That's why I think it makes sense for Apple; its a nexus of two domains they're very strong in today, and have expressed desire for growth.
In short, I don't believe there will be a "next killer product" for Apple, or any company. The low hanging fruit has been picked, and the next phase of computing (more accurately, the one we're in right now) is the "last 10% is 90% of the effort" work in making everything we already have do more, better.
- macintux 5y ago> Mac; there is so much potential in converting Windows users I’m skeptical about the long-term value here. By virtue of the fact that phones are much more locked down, customer support issues are relatively straightforward. Mac users have vastly more ways to shoot themselves in the foot, so the more Mac users Apple has, the more support infrastructure they require. Genius Bars are already (or, at least, were pre-pandemic) overwhelmed.
- deleted 5y ago[deleted]
- dwaite 5y ago> In short, I don't believe there will be a "next killer product" for Apple, or any company. In the absence of another device for people to buy, Apple will likely continue to fill in their ecosystem with things like services. Hosting people's photos makes the services revenue very sticky. I think Apple is being flexible about what does or does not come from Car research. Considering the longest time they go without sunsetting support on products is 7 years, I don't see car sales being viable. Connected home is likely to get really big soon with Matter consolidating the ecosystems, but part of Apple buying into Matter is them giving up on licensing revenue. I don't see them being able to provide strong enough differentiation on a thermostat or smoke detector to be worth going into that business. AR is likely limited to a wearable accessory for the iPhone like the Watch; an upgraded experience for those who want it. Glasses just aren't as easy an accessory to pull off, and people tend to like a broad variety of frames and the like. If they figure out how to do VR and AR in a compact frame via a connection to a phone, I think it would create a much larger market.