Comment by steveBK123

I often think the problem is Apple thinks too big. They are so big that for a product to move the needle it needs to be huge. Even the "failed" VisionPro was probably $2B of revenue. The "Home, Wearables and accessories" line is $40B of revenue.

Is Apple willing to trade-off some of the steady reliability of their earnings stream for product lines that may be real contributors 5-10+ years out is the question? I think under Cook the answer to that was no.

I think staying on this path will eventually lead diminishing returns and endanger them long term.