Has Apple finally lost its shine? The Youtube channel Apple Explained asks that question in a rather interesting video recently posted. Check it out.
Apple Exlained points out Apple's market cap fell 25% while rivals Microsoft and Nvidia surged. iPhone improvements seem to be incremental every year. But for Appleview, the Curpetino company hasn't produce a new product since 2019. Then there is the matter of AI. Simply put, AI has little, if any AI to show. Apple Intelligence for now is a dream that is just as close to becoming reality as it was a couple of years ago. So far behind is Apple it is forced to negotiate with Google for access to Gemini.The host takes a deep dive into how Apple is not the company it once was. Following in Boeing's footsteps, it pushed the engineers to the side in favor of finance and bean counters. Tim Cook even put a Boeing person on his board. The question is will Apple eventually get Boeing results. The company also focused on wringing the most it can out of its margins instead of spending money on product development. Such a strategy worked great for Stellantis, right?
The video points out one disturbing trend at Apple. The AI team only had 50,000 AI chips that were five years old and wanted to buy another 50,000 chips. Google, Meta, and Microsoft each have hundreds of thousands of AI chips. Mr. Cook approved the purchase but the CFO and the bean counters killed the purchase as the team was told to make existing chips more efficient. Meanwhile, Apple spent $77 billion on stock buybacks.
Apple still rides high but are we seeing cracks or just some normal turbulence? Time will tell.
5 comments:
AI is a bubble.
Following in Boeing's footsteps, it pushed the engineers to the side in favor of finance and bean counters.
Intel did the same thing. They laid off whatever chip designers weren’t poached by Jenson Huang (Nvidia) and Lisa Su (AMD)
Soon they will all begging Trump for a bailout.
Meanwhile, China leapfrogged us with DeepSeek. They are building 3X as many nuclea power plants as us. And they dont have to force their AI to conform to DEI.
"Following in Boeing's footsteps, it pushed the engineers to the side in favor of finance and bean counters."
Apple pissed off a lot of people, including me, with their heavy-handed tactics: throttling the performance of older phones to force upgrades, monetizing user data, cramming unwanted updates and features down our throats, restricting access to repair parts, etc.
Apple hasn't made a laptop that can maintained/upgraded by replacing the storage/RAM in about 8 years. Basically, the laptops are disposable because the storage is integrated into the circuit board. Once that wears out, the device is junk, which also prevents it from being refurbished and resold.
I reckon this would be important to folks reading Magnolia Tribune.
Reminds me of the saying, "McDonnell-Douglas bought Boeing with Boeing's money."
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