30 ms·
Tim Cook's Impeccable Timing
John Ternus to become Apple CEO - https://news.ycombinator.com/item?id=47840219 https://news.ycombinator.com/item?id=47840219 - April 2026 (1213 comments)
- CGMthrowaway 6mo agoAdd to Cook's impeccable timing, that he stepped out of CEO role and into Chairman on exactly his 65th birthday, the very day he became first eligible for his pension
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- boringg 6mo ago[flagged]
- snowwrestler 6mo agoTim Cook refreshing his 401k page every day to see if he’s ready to FIRE.
- boringg 6mo ago[flagged]
- leoff 6mo agoyour comment read as AI
- boringg 6mo agowhat is wrong you guys? How is my comment read as AI?
- dkdbejwi383 6mo agoAI takes everything at face-value and cannot understand obvious jokes.
- retired 6mo ago"Should I use a 3.5% or a 4% safe withdrawal rate? My house is paid off and I got a company pension, two dogs and a partner. Cars are paid off but our iPhones are on a payment plan till 2028. Net worth around $2.5 billion but highly concentrated in one company"
- rootusrootus 6mo ago> Should I use a 3.5% or a 4% safe withdrawal rate? Well... > My house is paid off and I got a company pension, two dogs and a partner. Kids? What are you planning for your estate after you croak? You can do a little better than 4% with an lifetime joint annuity for you and your partner, so long as you don't care about leaving anything to family...
- FireBeyond 6mo ago> You can do a little better than 4% with an lifetime joint annuity for you and your partner, so long as you don't care about leaving anything to family... "How are you spending your retirement with all that free time?" "SKIing" "Aren't you a bit old for that... wait, what?" "Spending Kids' Inheritance"
- mcphage 6mo ago> That is the funniest comment I have seen. You say it's funny, but the rest of your comment makes me think you didn't realize it was a joke.
- retired 6mo agoBeing eligible for Medicare, Cook can finally afford to retire.
- aworks 6mo agoLikewise he can probably defer his Social Security payments until 70, in order to get the higher benefit... +1 for Medicare for the non-rich, though. I'm a retiree and the monthly payment is about 1/4 of what I was paying for health insurance before I was eligible.
- lateforwork 6mo agoBut is Medicare as good as the insurance you had before?
- BugsJustFindMe 6mo agoI can't speak for aworks, but most of the people I've spoken to on it, like my mother, say it's better than the private insurance they had before.
- lokar 6mo agoI’m going to need to buy on the individual market. Talking to a broker he said Medicare is a great deal, and you should take it if you can.
- aworks 6mo agoFor general medical coverage, it was better for my Mom and now it seems better for me. Some things are not covered with traditional Medicare e.g. dental and vision.
- BugsJustFindMe 6mo agoDental and vision aren't covered by private medical insurance either, and private dental insurance typically has max annual payouts low enough (like $1k/1.5k) to make it basically a scam unless you know you'll actually get use out of it.
- ikidd 6mo agoHumor seems difficult for people. Don't worry, I got it.
- lvspiff 6mo agoAt first I was thrown off by everyone calling him "Tim Cook"... we all know its pronounced "Tim Apple"
- jmkni 6mo agoGotta hold out for that bus pass
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- cmiles8 6mo agoHe had what many called at the time an impossible task of taking over from Jobs. There are areas where things could have gone better but overall he had a solid run and kept the company growing post Jobs. He deserves some downtime and I for one don’t blame him for wanting to wind down. Apple’s approach to privacy is rare in big tech and something I hope the company continues to stand behind. That is a true differentiator in the market right now. Apple has also broadly sat out the present AI hype cycle, a decision that’s looking increasingly smarter every day.
- boringg 6mo ago100% - if they switched their privacy stance they would lose their devoted crowd but probably keep the main street crowd. Its one of those things that makes me worried that at some point a new CEO or legal team will try to further monetize this and irreparably ruin what they built.
- kakacik 6mo agoYou mean its smart approach to PR about privacy. Actual privacy, especially if you are 95% of the mankind without US passport... thats a topic for long discussion, and not a very positive one.
- the_arun 6mo agoWhat is the relation between Privacy & passport?
- johanyc 6mo ago> In short, I think Apple has made a good decision here for short term reasons, but I don’t think it’s a short-term decision: I strongly suspect that Apple, whether it has admitted it to itself or not, has just committed itself to depending on 3rd-parties for AI for the long run. I'm not so sure it's smart to rely on others for such a major paradigm shift
- throwaway98797 6mo agoprofits 3.5x yet stock increased 12x counterfactuals are hard
- havaloc 6mo agoCook seems to be dragged for some of his decisions ( like China ), but he was the right CEO for the time. Ternus in turn seems to be the right CEO for this phase of Apple. I'm excited to see what Ternus does in the role! It's a homecoming of sorts having a product person and there has already been chatter he'll be more like Jobs in the role. If they can maintain their hardware lead and tighten up the software a bit, the next era looks bright.
- steveBK123 6mo agoMaybe Ternus is the kind of leader who could bring 0->1 innovation back to Apple in some form. Maybe an Alphabet "other bets" type setup? Or simply just taking more chances on completely new product lines that may or may not pay off in 5-10 years (like VisionPro). I mean when was the last big new bet previous to VisionPro? Wearables, with the Apple Watch in 2015 is probably it, a decade prior. (AirPods are huge but feel more evolutionary from their wired EarPods + Beats roll-up) They could & should make new segment bets with genuinely new product lines more than once a decade. They have the capacity.
- ricardobayes 6mo agoYes, let's hope. And also let's hope that innovation will be more "iPhone" and less "Apple Vision Pro".
- ZiiS 6mo agoIt isn't innovation if you don't get 99 Vision Pro's per iPhone.
- trimbo 6mo agoYou can choose not to ship the 99.
- steveBK123 6mo agoShipping is part of the process. Stated preferences vs revealed preferences. Polling / focus groups vs sales. You never really know what works until it works.
- doitLP 6mo ago> Cook was, without question, an operational genius I’ve seen this quoted time and again. In this article the evidence is that he outsourced manufacturing to a JIT chain in China. That doesn’t seem very genius to me. Yes they were able to uphold high standards and get preferential production and pricing but what else? Can anyone point me to what he does, on a day to day basis, that makes him and operational genius? How does it manifest in him personally?
- bradleyankrom 6mo ago> Yes they were able to uphold high standards and get preferential production and pricing but what else? Those seem like pretty significant wins for Cook, unless I am underestimating the difficulty of doing so. Perhaps with the volume or sheer money involved, it's not as hard as it sounds?
- jinushaun 6mo agoI think people underestimate execution. When something is done well, it looks easy. But if it was so easy, why are other competitors struggling to execute the same thing?
- doitLP 6mo agoYes but those are outcomes — what did he do that got him there? Lots of people want preferential production and lower cost; Was it that he had the budget to pay more and dictate standards? If that’s the case that’s not genius as much as having the balls to make bets that paid off.
- geodel 6mo agoTo be honest no genius every existed under sun. What did Newton do? Just applied some common sense. If apple is not flying away there has to be some force pulling it down, he just named it gravity. What did Einstein do? Using Riemann geometry to already prevailing ideas. Not much of genius, using already invented things I'd say. What did Edison do? If one conducts thousand failed experiment a few might succeed. It doesn't take a genius to get that. And so on and on.
- alsetmusic 6mo agoI used to really appreciate Ben Thompson's takes. He started losing me with his love of Meta's VR devices for meetings. Maybe I didn't get it, I thought. I don't agree with him on a lot of things these days. > There was not, under Cook’s leadership, a single significant product issue or recall. The butterfly keyboards are still talked about here and in other forums. It was a significant product issue. It hurt Apple a great deal. It wasn't the whole product, which I think might be his defense of the wording, but it hurt the whole company's image. And the Homepod was a flop even if they brought it back in a smaller form. And what happened to the AirPower charger that never shipped because they couldn't overcome physics? And who could forget the Apple Intelligence features (including new Siri) that a reliable source within Apple has told me the demos in the announcement video never existed in that form internally? According to this person, all the grunts making the things were shocked to see it presented that way because they knew it didn't work. And opening with a quote from Peter Thiel, a techno-fascist…[0] poor taste. I don't care what that man says about anything. I stopped reading halfway. I was only curious what he'd have to say. I don't need the opinions of most people about this transition because, as a hardcore Apple user, I've been thinking about this a lot for a while. And I care more about the things said by the hosts of a podcast that I listen to where there are some really thoughtful people discussing aspects of this that I know about as well as aspects that hadn't occurred to me. It was sort of a rubberneck click to see what Thompson might say. Ben Thompson. Sometimes insightful. This article, meh. 0. Palantir Goes Mask-Off For Fascism. It Won’t End Well. - https://www.techdirt.com/2026/04/20/palantir-goes-mask-off-for-fascism-it-wont-end-well/ https://www.techdirt.com/2026/04/20/palantir-goes-mask-off-f...
- dsalzman 6mo agoDesign flaw vs manufacturing/logistics problem
- zenapollo 6mo agoI don't think Cook gets enough credit for this [0] - Book: Apple in China. (Author Interview [1]) It's an undisputed damning account of how Cook was used by China to train millions of Chinese electronics manufacturers, managers, and engineers. The US took the most advanced industrial electronics manufacturing tech, and handed the expertise on a silver platter it to a long term strategic enemy. Frankly, he shouldn't legally have even been able to do this. But that he was, he ought to be crowned one of China's greatest champions of this century. 0. https://en.wikipedia.org/wiki/Apple_in_China https://en.wikipedia.org/wiki/Apple_in_China 1. https://www.youtube.com/watch?v=SerbnYhhw7s https://www.youtube.com/watch?v=SerbnYhhw7s
- pjc50 6mo agoWhen people discuss this subject, I wonder what they think the counterfactual world would have looked like. Do people think China could have been kept backwards forever? I notice nobody goes around accusing Maurice Chang of doing this. Or W Edwards Deming.
- gedy 6mo agoI think it's more the taking (or at least not growing) skills, jobs, know-how from the US and giving to China, irrespective of if they would have developed on their own in any case. It's not about keeping China down, etc. People like to compare this with Japan in the 1980s, but Japan was indisputably an ally of the US, whereas China has never been.
- Aeroi 6mo agoApple owns the hardware, they own the ecosystem, and as mathematics and compression prevail, smaller param models will live on device via purpose built chips. The lack of action will in the end be apples saving grace. Even if they don't go that route, the data from icloud, cash on hand, and partnerships with sota labs, still position them as a frontier competitor that just hasn't launched yet. Anyway you shake it strategically, Apple still owns the ecosystem end-to-end.
- davedx 6mo agoHuh, if you don't own the models then you don't own the ecosystem end to end though?
- Aeroi 6mo agoIf you're using an apple phone to download the chatgpt app on the apple app store. That's still pretty much owning the ecosystem.
- andreime 6mo agoneah, that's like saying because ie was used to download chrome you own the ecosystem. llms will be the new search and you'll delegate to them a lot, because it's so convenient (not saying it will be great!).
- bigyabai 6mo ago> the data from icloud, cash on hand, and partnerships with sota labs, still position them as a frontier competitor that just hasn't launched yet. Apple mass-produces raster GPUs and bakes them into an expensive ARM SOC. They are not a drop-in replacement for CUDA or any of the expensive GPGPU hardware. Apple Silicon runs compute shaders just like the GPUs from 2012. You could call them a "frontier competitor that just hasn't launched yet" but we don't even say that about AMD or Intel despite supporting Linux and shipping GPGPU architectures already. Apple's position in the greater AI/GPGPU industry is widely accepted to be forfeit. Even Google's AI hardware strategy is closer to the frontier than Apple's.
- JKCalhoun 6mo agoCook Doctrine: "We believe that we need to own and control the primary technologies behind the products we make, and participate only in markets where we can make a significant contribution." And later: "I strongly suspect that Apple, whether it has admitted it to itself or not, has just committed itself to depending on 3rd-parties for AI for the long run." Clearly those two quotes are in contradiction (not that Tim said the 2nd but it is implied that this is where Apple is heading). I think too that would be a big mistake. I understand LLM's appear to still be in a kind of flux and jumping in too soon could lead to PR headaches (Microsoft's Nazi 'bot problems come to mind). But in as much as they own the dies for their chips and ought to be able to incorporate radical LLM support on local hardware, they should absolutely be planning a portable Apple LLM.
- ryandrake 6mo agoLLMs are just so antithetical to the way Apple works and makes products. They are first and foremost control freaks over the content they present as "From iPhone" or "From Apple". I would be absolutely shocked if they ever one day took content from a non-deterministic black box and presented it directly to the user. They have always human-curated nearly everything user-facing that comes from their products, and entered into partnerships for content grudgingly and always with a plan to control the content vertically once they are able to. The big exception obviously is web search, but I can only imagine how much it pains them to not have an iron-fist control over the search results on Safari. They'll never embrace an AI content roulette wheel.
- kalleboo 6mo ago> I would be absolutely shocked if they ever one day took content from a non-deterministic black box and presented it directly to the user Aren't the notification summaries just that? When they came out there were lots of examples of their horrifying results (summarizing Messages threads to sound like family members died etc)
- sowbug 6mo agoAn older Stratechery article discusses the black-box point: https://stratechery.com/2018/techs-two-philosophies/ https://stratechery.com/2018/techs-two-philosophies/ Apple and Microsoft want to be your robot exoskeleton, helping you do whatever you were going to do, but better. Google and Facebook want to do things for you and hand you the results.
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- schmommy 6mo agoI appreciated Cook when I worked for Apple, but since, I've been disappointed with his lack of pushing the envelope like Jobs. He could have taken Apple to higher heights.
- david_draco 6mo agoThat there were 0 equivalent products to the first iPhone is just a blatent lie. But repeated often enough, it overrides memory and becomes true, I guess.
- dymk 6mo agoWhat were they?
- nicbou 6mo agoI owned those devices. They were really bad, so I think it's fair to say that. There's a reason we kept calling everything else a potential iPhone killer, and forgot them all.
- peterlada 6mo ago100%
- __alexs 6mo agoI miss my Treo :(
- keeganpoppen 6mo agowhen the iphone originally came out, this was absolutely true. the way it handled rendering the desktop versions of pages alone, w/ the double-tap-to-zoom put it in its own tier beyond the blackberries / n-gages / etc. contemporaneously extant. beyond that, it was clearly just a better ux on existing tech, i’ll give you that.
- HardCodedBias 6mo agoImpressive Tenue, IMO. Apple Watch, AirPods, M1 Silicon, services. A few flops, like Apple Vision Pro and their confusion with AI. But that's ok given the wins. Overall, as a non-founder he's near the tops in CEOs over the last couple of decades. The only non-founders I would put above him are Satya (although he has a had a couple of rough years), Bob Iger, Jamie Dimon and maybe Andy Jassy. Taking a fair lens to this he is "first round hall of fame non-founder".
- bnchrch 6mo agoI'm not sure it's fair to call the Apple Vision Pro a flop in the traditional sense. While it may not have sold millions of units and been a household staple. It certainly focused the entire org on manufacturing a suite of chips and hardware that are on a completely different level than their competitors. Apple's now has a clear advantage in all dimensions that matter: compute, power consumption, size, capabilities, etc. Apple Vision helped created a moat that will be hard for anyone else to cross for at least a decade.
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- jmyeet 6mo agoAt least the Vision Pro wasn't a $70 billion boondoggle like the Metaverse was. The flops include the mid-to-late 2010s thinness era of Macbooks. Touch Bar, butterfly keyboard, 12" Macbook, no Macbook Air. At least this got corrected but it was a flop era. I think AI is Tim Apple's biggest flop. Apple can make their own hardware. Apple could've invested in their own hardware like Google's TPUs. Siri has really stagnated. If anybody should be doubling down on an AI assistant, it's Apple.
- isatty 6mo agoI think a couple of failures are necessary for this kind of work.
- breakfastduck 6mo agoMicroslop produces terrible stuff, as bad as they ever have. How on earth can you put mr copilot 365 windows 10 is the last edition above Tim Cook!?
- ang_cire 6mo agoHonestly, Apple may very well be betting that AI in it's current form is transitional, and might be better off letting others duke it out for now. We still haven't found and agreed upon the 'best' way for AI to work in a given environment, and the experts in this area aren't working at Apple. Once there is a clear path forwards to use AI best, it makes sense for Apple to jump in.
- homarp 6mo agointeresting that using AI models from China is not discussed. e.g. Apple buys moonshot or z.ai
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- Lapsa 6mo ago[flagged]
- mzajc 6mo agoYou've made this comment on 7 unrelated threads already, please stop.
- Lapsa 6mo agoif you lived in a gulag for couple years - you would think differently. it's a cry for help
- Lapsa 6mo ago"The Microwave Auditory Effect" James C. Lin; "Subauditory Speech Recognition based on EMG/EPG Signals" Ames Research Center NASA; "Non-Contact Monitoring of Human Vital Signs Using FMCW Millimeter Wave Radar in the 120 GHz Band" Wenjie Lv, Wangdong He, Xipeng Lin, Jungang Miao
- spectraldrift 6mo agoThe author lost me when they quoted Thiel.
- eep_social 6mo agoHe’s a hack, now you know.
- mattcantstop 6mo agoThis is such a tiresome perspective. The value of the quote from Thiel should be based on how true/predictive/helpful the quote is. Not the political leanings of the person who said it. Someone locally said they wouldn't listen to anything Strong Towns wrote because they are pro-housing. Even though the article from Strong Towns directly addressed the question the person was asking about quite well. Tribalism is going to destroy us all. Thiel can have great perspectives, even if he has been undercutting democracy at every turn.
- grey-area 6mo agoI agree it's good not to be tribalistic, but it's also good to be wary of the source of an opinion, particularly if it is from someone quite extreme, Thiel has openly supported fascism, "Democracy and Freedom are not compatible" is a pretty extreme position, so we should be wary of what he says and does. Here's another quote for you from Graham Greene: "Sooner or later," Heng said, and I was reminded of Captain Trouin speaking in the opium house, "one has to take sides - if one is to remain human."
- FireBeyond 6mo ago> Thiel has openly supported fascism, "Democracy and Freedom are not compatible" is a pretty extreme position, so we should be wary of what he says and does. Precisely, because we should be thinking about why he's saying and doing it. It's not just because he likes the sound of his own voice.
- mktemp-d 6mo agoWhile agreeing with the consensus that Thiel is an absolute tool; pieces of wisdom can still be extracted from those that you do not like and a critical reader should be able to evaluate any piece of written text for new understandings. While I do agree that the 0 -> 1 product is the Apple iPhone, the author of this piece does not acknowledge that the Airpods were the 0 -> 1 product under Tim Cook.
- rbanffy 6mo agoOn the AI/Gemini and the eventual replacement for an internal stack, Apple has done that before with Apple Maps. At the start people laughed at the melting bridges and the airport in a farm (the popular Airfield farm in Dublin, which we visited countless times with our daughter and their friends), but, in the end, it's a competent replacement for Google Maps. Apple is betting that good enough will get cheaper - with cheaper training, and that it will be possible to run good enough inference with local models fine tuned on the device with data you have on your iCloud. Google will still have their colossal structure and these huge deployments will, clearly, get us to superhuman levels of artificial intelligence, but that's a lot more than good enough. As the MacBook Neo demonstrates, sometimes the brains of a phone is all you need for a desktop computer, and, if that's good enough for you, it makes no sense to get a Mac Studio with 256GB of memory, unless you want it to tune your iPhone's models in seconds rather than overnight on the charger.
- politelemon 6mo ago> in the end, it's a competent replacement for Google Maps. This must be a hallucination because it's still a wasteland here.
- jrowen 6mo agoGoogle themselves also did this with Gemini, we saw how quickly OpenAI's lead was erased. It could make quite a bit of sense to use this as a crutch so they (Apple) can overhaul their own efforts free of production pressures. I'm not really seeing it though. Apple is more hardware and holistic experience, they aren't traditionally pushing the boundaries of "web-scale" nerd software. As long as they can keep on top of the devices that end up in people's hands they will have a place and don't need to be an AI powerhouse. They're doing just fine using Google Search.
- aleksiy123 6mo agoAt the end of the day the only way to get competence and capability is by doing things even if you don’t know how. And early failures is much more acceptable than I think most people expect.
- ryanmcbride 6mo agoI read an article speculating that Ternus was up next in I think wsj and it sounds like a good decision but obviously time will tell. I've been super disillusioned with Cook for years now, I just hope Ternus's approach isn't just more of the same, and that he actually works to innovate/improve the apple ecosystem. Hell I'd KILL for them to just take the time to make Homekit like 10% better.
- appplication 6mo agoI think this is probably not very tin-foil, but I do believe the rumors we were hearing about Cook retiring and Ternus stepping in were less leaks and more intentionally preparing markets for the inevitable transition.
- ryanmcbride 6mo agoI don't think that's a crazy idea. The media plays a huge part in companies of this size and they definitely have people who think about these sorts of things. Not sure how necessary it'd be though, like they could probably get the same result by just doing what they were gonna do anyway.
- kogold 6mo agoIt may be unfair to Jobs, but I feel like the comparison of him as the genius vs. Cook the talented enabler is a bit flat. I think the genius of Cook becomes obvious when you look at the fate of Tesla - if Musk, another impressive mind of our time, had "gone away" in the right window and was replaced by a person like Cook who got it to really broad adoption, then everyone would say "Musk the visionary did it all", but in fact, its much harder to do the right stuff right, than just be the one constantly shooting stuff against the wall wondering what might stick. Jobs was a century defining visionary, sure, but that is not enough, by a far margin. There are so many great ideas out there, where nobody knows how to pull it off (see communism as an off example).
- physicles 6mo agoThis is in fact what happened with SpaceX. Musk had the vision to make first stage reusability a thing with the Falcon 9, and Gwynne Shotwell is the operational genius behind the juggernaut that it is today. Hilarious quote from her Wikipedia page: > Shotwell has received particular praise from NASA Administrator Bill Nelson for her "phenomenal" leadership of SpaceX as it developed the Falcon 9 into the "workhorse" of the space launch sector.[19] Nelson had reportedly been concerned in 2022, after Elon Musk purchased Twitter, that it would be a distraction at SpaceX, but became more comfortable after meetings with Shotwell left him feeling reassured that she was in charge of day-to-day operations.
- kogold 6mo agoWell, there you go! Thanks for that piece of information :)
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- dailen 6mo agoOk, while an author's journey will inevitably influence their opinions, and I think Steve Jobs was a revolutionary visionary, the evidence of objective blinders is staggering. I almost deferred to the classic jab about their being a member of the "cult of Steve Jobs" but then I read their comment about being an intern at Apple University and realized the author was simply institutionally indoctrinated. Clearly I jest but... Apple did not invent the smartphone. It didn't invent the music player. It didn't invent the portable tablet. It didn't invent the personal information manager. This was not a zero to one. To some extent you could say he even reused some of his own playbook from his attempt to make the iMac a cult hit. I do think he introduced the right product at the right time, but I think it was his strategy, or obsession, with perfecting the user experience that was definitely a zero to one.
- magarnicle 6mo agoAs a kid I literally sent Apple an email saying "hey, my mum's phone is tiny, surely you could stick a phone in an iPod?".
- primax 6mo agoYes I would say any honest reading of Apple's position in the last 30 years is they are not a zero to one company, they are a 0.5 to 1 company. They take great ideas, cut half the functionality out, put it in a shiny white and aluminium case and make it fashionable.
- yazantapuz 6mo ago> Well, today we’re introducing three revolutionary products of this class. The first one: a widescreen iPod with touch controls. The second: a revolutionary mobile phone. And the third is a breakthrough Internet communications device. Every time that i watch that keynote i think that Jobs should have started that list with the internet communication device thing, then the touch ipod and mobile phone last. The audicience responded to the internet device with a "meh" after the mobile phone announcement.
- mrkpdl 6mo agoIt was a different time. Less nerdy people already had phones and iPods. And were already keen for better versions of those things. The Internet communicator part was more abstract, it wasn’t clear to a non-technical person why they would even want such a thing. The iphone showed them why by first putting a better phone and iPod in their hands…
- settsu 6mo ago> We believe that we’re on the face of the Earth to make great products, and that’s not changing. That this is a foundational idea for anything is nauseating...
- jauntywundrkind 6mo agoApple has such interesting systems. I'm so fascinated to see if they try to become something more, or if they stay dedicated to consumers. They already have very passionate users stringing together ultra high throughput inference systems, using highspeed thunderbolt mesh topologies, or just using single high memory ultra chips. But Apple has some very interesting patents out there to keep scaling up! Holy cow! It's very exciting to think of a hardware guy getting to pioneer this company forward, that has the systems visioneering to navigate really wild systems building. https://bsky.app/profile/ogawa-tadashi.bsky.social/post/3mifyslzz3s2y https://bsky.app/profile/ogawa-tadashi.bsky.social/post/3mif... This feels like such a tension though, of having these wildly bleeding edge systems, that you are trying to shoehorn in to your friendly Think Different consumer brand & product offerings. Meanwhile Apple is out of stock for their new iPhone chip powered laptop. And their high end Ultra. There's this bifurcation of the market. It feels weird imagining Apple trying to serve both sides well. How Ternus can navigate an age of brave mew hardware is exciting but also seems so high tension. An Apple that no longer serves the mass market, that starts doing more, is wild to consider.
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- freediddy 6mo agoIf the pace of gains with AI levels out, which has been predicted, then the next target would be to lower the cost of power usage. All of the gains will have been paid for by the investors today, but all the benefits will be for the AI companies of the future. So my prediction is that AI won't be profitable for a long time for the current batch of companies today, but will be extremely profitable for the new companies without the same debt and burdens and will come to birth in an era where AI computing is cheap to buy and run.
- spiralpolitik 6mo agoI think the article makes a bit too much of the decision to partner with Google for the AI model. Sometimes knowing where the boundaries of your business are is better than trying to expand too far and getting it wrong. I think Apple understands that the moat in AI is the UX, something that historically they've been very good at. The model is a commodity and I suspect they will quite happily go with another provider if Google doesn't work or buy a company in the inevitable AI fire sale if they can see a good fit.
- afro88 6mo agoThis is an excellent article. And can I just remind everyone that this is what human authorship looks like? Clearly not LLM generated. It has the author's unique tone, take on the subject, research, clear compelling story... A real breath of fresh air to be honest.
- grvdrm 6mo agoRecently think that Ben's writing is more complex and verbose than ever, but I agree with your point entirely. He is writing it, not AI. I don't listen to his voiceovers but think of the articles as narrated by a captivating in-person presenter/lecturer.
- surcap526 6mo ago[dead]