As a huge fan of Apple products, it’s frustrating to see Apple coming up with the same 3 eyed phones every year (just improvements and no innovation). Saying no electric cars and releasing super expensive AR headsets in 2024, where do you guys see this company heading? Is it still worth enough investing in this company or look at other big players who are already ahead in the AI race? #apple #amazon #nvidia #google #meta #tesla #tech #palantir #microsoft
I bet on companies with founder CEOs and not companies who make me buy the charger for their product.
Lol please buy more ORCL then 😂
The founder of Oracle is not the current CEO.
Disclaimer, I hate apple for only one thing, the price point. I always buy android and always will. AVP as a product definitely has some huge potential, but not at this price point! Meta gets it, and they priced their headset that's affordable for mass adoption, and it's not just meta, there's Immersed, HP, Valve, Pimax and many others who priced their headsets reasonably, the price can't be higher than TVs, or monitors.
But they did get M1 chip right, I would call it innovation
I don’t get it. iPhone is priced similarly to flagship android phones.
recent years apple surprise ppl is not product quality but price
The current mode of apple, reminds me of intel. It’s a far fetched analogy. Let me explain. After intel lost/ under estimated the mobile business (designing chips for mobile/allocating fab capacity for mobile processors), it took several years for them to realize the opportunity they missed. Once they realized it, they started investing their money in any and all the new technology or product that industry started to usher. For example, 5G, internet of things (intel at one point started to make investments in to IOT thinking it will be the next big thing), 3D crosspoint, mobile chip, tablet chip, etc and nothing was successful. The key take away is that intel wanted to invest in everything that the market was shifting towards but did not really innovate anything. Apple to some extent is exactly like intel, with an exception that their execution is very streamlined and flawless. However, I believe there are some technologies that always have the first mover advantage which will leave even the big corporations in dust trying to catch up. Catch up games worked with apple for a very long time and they never really cared about the time to market since they were always confident their product is going to be the best. (Which is good). But, EV is a big lesson to apple where the market showed incredible profit margins and by the time apple wanted (was ready?)to enter the market, the profit margins grew very thin and there were other engineering problems to deal with such as data available for training, etc. They realized it’s not worth the effort. I still feel apple did the right thing to stop the work on AV and focus it on genAI. They might get successful in this (if they are careful enough, not to commit the same mistakes as google). However, the underlying concern is still very true. Today it’s genAI, tomorrow there could be some other technology and apple will keep following these shifts instead of creating one. They sit and wait for someone to show them what the next big thing is. The argument that apple doesn’t care about time to market will no longer sustain going forward. P.S: Apple is second biggest holding in my portfolio. I trust this company but at the same time I’m very disappointed. I hope they catch up soon and stay ahead.
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Vision Pro could be a turning point. The price will come down and becoming a better product
lol even lmao
Yeah it turned so bad, it's not gonna come back again.