Comment by HardCodedBias
4 hours ago
Impressive 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".
I'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.
I think a couple of failures are necessary for this kind of work.
At 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.
Microslop 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!?