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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 come
by ggm 1y ago
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)
- bigyabai 1y agoTouchscreen 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.