←back to thread

What the heck is going on at Apple?

(www.cnn.com)
148 points methuselah_in | 2 comments | 07 Dec 25 16:54 UTC | HN request time: 0s | source
Show context
skeeter2020 ◴[08 Dec 25 02:17 UTC] No.46187567[source]▶
3 retirements and a VP taking an obvious promotion at Meta: not really the "sky is falling" event they try to paint. Tim Cook stepping down would (if it even happens) be a big deal, but he's not the heart of the company. He's been an extremely compentent accountant; enjoy your retirement party and gold watch. And to suggest they are falling behind because they're not investing hundreds of billions in an AI "strategy" that shows no pay-off - while the other tech companies start to scale back their capital investments? I've never been a huge Apple fan as a company but their current situation makes me more bullish than ever.
replies(8): >>46187739 #>>46187848 #>>46188046 #>>46188258 #>>46188571 #>>46192753 #>>46193216 #>>46195995 #
NBJack ◴[08 Dec 25 03:43 UTC] No.46188046[source]▶
Perhaps the sky already fell a while back?

I don't really mind that they aren't on the LLM bandwagon, but Siri seems to have stagnated. The big "Apple Intelligence" capabilities of the iPhone 16 haven't exactly landed. The Vision Pro seems to be on at least a partial depreciation path.

The only real innovation I've seen in the last decade has been the M line of chips. Mind you, these are undeniably really good; but even that hasn't changed the market share that much (though it is going up and trending well).

replies(4): >>46188139 #>>46188191 #>>46188608 #>>46196026 #
keyle ◴[08 Dec 25 04:09 UTC] No.46188191[source]▶
Personally I prefer a useless Siri that I can turn off, rather than a copilot into everything I cannot turn off.

I am perfectly fine with Apple lagging behind in "AI".

replies(2): >>46188282 #>>46196797 #
1. mscbuck ◴[08 Dec 25 19:55 UTC] No.46196797[source]▶
I still feel like they are in an incredible position when it comes to AI because of their hardware integration/advantage across all of their devices. I think they see immense value in getting things on-device and not having to rely on any of these other companies.
replies(1): >>46197382 #
2. bigyabai ◴[08 Dec 25 20:42 UTC] No.46197382[source]▶
When it comes to AI, there's ~5 trillion dollars of datacenter revenue Apple could be competing for, but isn't. That's not good.

Now, maybe it would be justifiable if there were great local AI experiences on iPhone, or an easy $5 trillion to be made elsewhere. Until then, Apple is bleeding money hand-over-fist by refusing to sign the CUDA UNIX drivers and sell the rackmount Mac as a cutting-edge TSMC inference box. The Grace superchip is absolutely eating Apple's ARM lunch right now.