4 ms·
Rant: Growth at all costs will ultimately wreck Apple. It's past time for Apple to transition from a growth stock to a blue chip. From stock buybacks to divi
by specialist 4y ago
Rant:
Growth at all costs will ultimately wreck Apple.
It's past time for Apple to transition from a growth stock to a blue chip.
From stock buybacks to dividends (and higher wages).
From conquering every market and enemy to being a good shepherd of their existing products.
Cumulatively, dick moves like messing with Spotify and embracing ads harm Apple's hard earned branding.
I wish they'd redouble their focus on their customers and leave their (perceived) competitors alone.
There's SO MUCH left for Apple to do. Wearable and affective computing will be huge. Micromobility could be huge (pivot from Project Titan, h/t Horace Dediu). Personal health will be huge. I'm still waiting to backup my desktop to iCloud. And maybe there's a future IoT play (h/t Robert Cringely). I'm fairly bullish on AR too.
Etc.
Movies and music are nice. But they're not core customer needs. They're no longer forward looking.
And besides, Apple's UX for music and podcasts still sucks. Irredeemable. Stop sucking up all the oxygen and let some young bloods take a whack at the problem.