Cake
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    • I love Apple but somehow I glazed over during the event and decided to watch it later. Then I never got around to it. I had this ill feeling like Tesla, SpaceX, Impossible Foods, Amazon, Google, and Rivian still excite me but I want something more from Apple.

      Then sadly I saw this and thought yeah, that's how I feel:

      Apple’s affair was a brushed-aluminum homage to sameness — a parade of services that start-ups and big rivals had done earlier, polished with an Apple-y sheen of design and marketing. Among other offerings, Apple showed off a service for subscribing to news on your phone and a credit card, and it offered vague details about a still-in-development TV service involving Steven Spielberg and Oprah Winfrey (who are not exactly edgy or up-and-coming).

      Is it just me?

    • Google will pay Apple an estimated $12 billion in 2019 to act as the default search engine on the iPhone. (Source)

      I realize that is an analyst’s estimate since the only confirmed payment is $1 billion in 2014, but still even if it’s a fraction of that it’s still a wow.

      Maybe the real money is in being the physical platform for all the other platforms to reside on. It may not be as flashy of an annual roadshow, but their margins may be much sweeter compared to the R&D investment gamble to create the next ding.

    • I'm not an Apple fan by any means, so I would never watch their events anyway. But from what I saw on Twitter, or have been seeing over the past few years is that Apple just doesn't excite the tech crowd any more. They say that new hardware is kinda cool but it's always just iterative, like the new AirPods which are basically the same as the V1 just with a wireless charging case (which costs extra). Subscription services are just another means for Apple to make more money, when the services don't actually offer much benefit to anyone.

      Again, these aren't my opinions, just parroting and generalising what I've seen online.

      BTW, AirPower. lol.

    • I have to say, kudos to Apple for the original AirPods. I shrugged when they came out but now I am a huge fanboy. I'm told the Galaxy Buds are good too.

    • It's not only Apple. It's the tech industry in general. There are no big breakthroughs any more. Yes, the screens are a bit bigger. Yes, they are closer to the edge of the phone. Phones are faster. Have more memory. Yawn.

      Wake me up when we get something really new. And, no, foldable phones are not it. AR glasses? Could be, but years away.

    • How could these companies so quickly shift from nurturing “crazy” projects—the “loonshots” that transform industries—to rejecting important innovations? Why would good teams, with excellent people and the best intentions, kill great ideas? It reminded me of what scientists call a phase transition: a sudden change in the collective behavior of the many interacting parts of a system.

      - Harvard Business Review, March-April 2019, pg 78.

      ***********

      I love HBR magazine. I used to subscribe to it but now will pick it up as a pleasant surprise when I find it at Barnes N Noble or at a grocery store magazine rack. It is insanely overpriced at $19.95 an issue—and they don’t discount a yearly subscription. There are also ridiculous authoritative articles by McKinsey consultants or Ivy League business school professors that are little more than the results of a survey with dubious conclusions and recommendations. But there are usually a couple articles in each issue that cause me to do some serious reflection and/or learning.

      The above article is by a physicist who studied how organizations change. He also grew a startup into a publicly traded company. There’s a bit of math involved with his formula for when organizations lose their radical moonshot culture, but it may be worth a read to better understand why Apple is no longer “Apple.”