Comment by gumby
2 days ago
Ternus and Cue are full bore on increasing the number of ads shown in apps and otherwise scattered through their devices. This is explicitly the opposite of Apple’s philosophy until recently and Schiller is stepping back reputedly due to his opposition to this approach.
The idea appears to be to sell the devices as a vehicle for showing ads (incremental ARR) over selling them for their intrinsic customer value. You expect this kind of thing from shitty industries like cars or Google or Facebook. But this used to be an explicit “no go” for Apple.
> Ternus and Cue are full bore on increasing the number of ads shown in apps and otherwise scattered through their devices
There’s zero indication Ternus is onboard with that - Cue yes, but Ternus was not CEO when any of the stuff that is happening now was being developed
He was part of the management team and they know each others’ views. Schiller’s stepping back was a clear signal to me.
where do you get info that Ternus is about increasing number of ads? i've missed that evidently, I was at Apple engineering for several years, so for Cue i believe it just from observation, but no sense of such for Ternus.
That is too bad - how do you get the reins of a company that size with something antithesis to their product and identity? I hope he doesn't start trying to monetize privacy.
> how do you get the reins of a company that size with something antithesis to their product and identity?
Poor decision making exists everywhere. Size of a company is absolutely no insurance against it. See Tesla for a specific example.
This happens in majority of companies.. visionaries and thought leaders leave, eventually a layer of bean counters and middle managers replace them.
Everything is then run by excel people with metrics. Innovation dies, product suffers and company spirals downward.
> how do you get the reins of a company that size with something antithesis to their product and identity?
Convince shareholders that it's been leaving money on the table.