688: A Company Manhttps://atp.fm/688
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
Will Apple ever be a leader in AI models… probably not.
Does that matter… absolutely not.
AI is a commodity and a feature, not a platform. Apple will get enough AI, and companies that are nothing but AI will fail.
So I feel, Apple failed at something that doesn’t matter much, so nothing bad for Cook there.
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
@atpfm I largely agree with everyone on Tim Apple but imo tech people over rank AI.
MS is apologizing for Windows & claiming to reduce copilot stuff (it's not really iirc). The darling of AI is already becoming passé. Ex: https://mastodon.social/@carnage4life@mas.to/116443578602305566
I know it makes for something exciting to talk about but short of an another innovation, I don't see LLMs on their own being anything special. Apple has the users and their data. An LLM that competently works with the data. Without the data it's a toy.
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
I’m ok with locking hardware features behind software, since it’s often cheaper (and faster which makes company more money) to have fewer product SKU since assembly line doesn’t have to be swapped / reconfigured.
These savings can sometimes be passed down to users.
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@atpfm I largely agree with everyone on Tim Apple but imo tech people over rank AI.
MS is apologizing for Windows & claiming to reduce copilot stuff (it's not really iirc). The darling of AI is already becoming passé. Ex: https://mastodon.social/@carnage4life@mas.to/116443578602305566
I know it makes for something exciting to talk about but short of an another innovation, I don't see LLMs on their own being anything special. Apple has the users and their data. An LLM that competently works with the data. Without the data it's a toy.
@atpfm An open ai HomePod knock-off or some kegel egg shaped device isn't going to convert people off smart phones.
The smart thing would have been to start with a new smartphone but that's hard work that they don't want to do it. Most companies don't want to do it.
That's the true advantage Apple has. That's why people are talking about the Neo eating Windows' lunch rather than copilot PCs eating macOS' lunch.
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@dschaub It's the same either way, but Tim doing it will absorb some of the blame that would have fallen on Ternus more directly if Ternus was the one doing it. Perception, not reality. The only actual fix is to stop doing it at all (which would have been easier if Tim had left Apple entirely).
I think the causation is wrong there.
it isn’t “Tim is sticking around” that is the problem. It is “the Board and Ternus’ likely decision to continue to kiss Trump’s rear” that is.
Anything Tim does is all Ternus’ fault… ignore the shell game.
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I think the causation is wrong there.
it isn’t “Tim is sticking around” that is the problem. It is “the Board and Ternus’ likely decision to continue to kiss Trump’s rear” that is.
Anything Tim does is all Ternus’ fault… ignore the shell game.
@dschaub Like I said on the show, I think it's a lot harder to make a U-turn on a policy when the guy who created the policy is looking over your shoulder. I think Tim will loom large in Ternus's mind (and in his actual working life, probably) during his early time as CEO.
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
My bet is he "transitions" to still being a massive ass-kisser...
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
-
688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
-
Will Apple ever be a leader in AI models… probably not.
Does that matter… absolutely not.
AI is a commodity and a feature, not a platform. Apple will get enough AI, and companies that are nothing but AI will fail.
So I feel, Apple failed at something that doesn’t matter much, so nothing bad for Cook there.
@dschaub @atpfm @marcoarment I feel like this is actually one of the right calls, looking at asymco's graph of Apple vs. other FAANG capex during the AI craze. Making a LLM type model dependent on scraping is not in the DNA in the company; why force a round peg into a round hole?
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@dschaub @atpfm @marcoarment I feel like this is actually one of the right calls, looking at asymco's graph of Apple vs. other FAANG capex during the AI craze. Making a LLM type model dependent on scraping is not in the DNA in the company; why force a round peg into a round hole?
@dschaub @atpfm @marcoarment But coincidentally, the company is better positioned to weather the AI revolution than most in that they have the most important part - the hardware w/ unified memory model and best perf/watt in the industry. The only thing they need (and admittedly it is a big IF) is to develop Metal/MLX into a library that beats CUDA at it's own game, and evangelize it to game and AI developers.
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I think the causation is wrong there.
it isn’t “Tim is sticking around” that is the problem. It is “the Board and Ternus’ likely decision to continue to kiss Trump’s rear” that is.
Anything Tim does is all Ternus’ fault… ignore the shell game.
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I'm confused.
It wasn't OK for Tim to kiss Trump's rear for Apple's sake, but it is OK for Tim to kiss Trump's rear for Ternus' sake?
That is still Ternus & the Board's responsibility. Nothing has changed.
Every time Cook kisses Trump's rear, that is Ternus doing it.
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@dschaub Like I said on the show, I think it's a lot harder to make a U-turn on a policy when the guy who created the policy is looking over your shoulder. I think Tim will loom large in Ternus's mind (and in his actual working life, probably) during his early time as CEO.
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@atpfm Marco defending subscriptions to use hardware that you’ve already purchased definitely wasn’t on my bingo card.
@lukeratta @atpfm when you’re making a living from an app subscription model and you pay zero $’s for it’s content… you can only hide your contradictions so much.
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
@atpfm @siracusa I have a Mac Pro armchair theory over coffee after listening to the live stream: they killed it before Ternus’s ascension to make it unambiguous that there wasn’t anything coming in the future. (We all certainly would have run rampant with it in limbo knowing he had an ATP Believe shirt in a closet somewhere)
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
@atpfm I wear a dress shirt every day for work and this is how I roll my sleeves. I move my arms around teaching and have no issues!
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I’m ok with locking hardware features behind software, since it’s often cheaper (and faster which makes company more money) to have fewer product SKU since assembly line doesn’t have to be swapped / reconfigured.
These savings can sometimes be passed down to users.
@blazesanders @atpfm You could still have fewer SKUs, just give everyone access to the hardware they paid for. If the hardware is physically present, charging to access it is not reducing costs, it’s just adding an artificial limitation to the product after the fact.
