Moving to Apple Silicon perfectly suited Tim Cook’s skill set and is a great foundation for the company’s future. He played to his strengths in a way that genuinely brought huge benefits to the consumer.

Now I think we need to see Apple remake categories the way they did under Steve. If that can happen again, the future is bright.

Strategic competence and playing to your strengths is ok to me. Avoiding lots of bad decisions can sometimes be just as good as making some really good decisions.

>massive interest in local AI

Gosh I just read a really hellish thread on what frontier LLMs will become as they're infected with advertising, I hope apple manages to break locsl LLMs (and training?) Into the public discourse

The Vision Pro's failings are IMHO not software or hardware related but a poorly executed platform strategy for content. Apple's reflex to build walled gardens has crippled the effort. And it's not the first time. Their Apple TV strategy was held back for years as well. Great hardware. Very cheap. You can plug it into any TV. It's not a bad game console even. But it lacked games. And streaming TV channels. And for a long time also streaming content. Apple fixed that eventually but Apple TV remains a distant competitor to more main stream platforms such as Netflix, which works on just about anything. Just like Youtube, Hulu, Amazon Prime, HBO, Disney, and all the rest. Apple TV at this point is an also ran that apparently is barely profitable. A few nice TV series but very much a niche player. The Apple TV hardware is more or less irrelevant at this point. And despite the name, Apple never made a TV or much of a dent into conquering the living room.

Macs are great for gaming in terms of hardware. But other gaming platforms dominate the market. And Apple's walled garden approach is so effective that Steam's proton doesn't work on its platforms (so far). And its attempt to convince game developers to use Apple specific SDKs like Metal and build platforms are not really making any dent in the overall gaming market, which now eclipses Hollywood in terms of revenue and budgets. From a developer point of view it remains a highly crippled platform. And the Apple tax isn't helping.

Seen against this background, the Vision Pro is a strategic content failure. Very few 3D games work on it. Very little new 3D content is developed for it. Apple's insistence on our way or the highway continues to have developers preferring the highway. There are a few decades worth of back catalog of VR games, 3D movies, etc. Most of which flat out won't work on the Vision Pro or aren't licensed for it. They could fix that but that would require investing in content/licensing deals, compatibility/emulation, etc. And by making the core product so expensive, it basically became a niche product. And without content that remains a hard sell. It does not make sense for productions with hundreds of millions of budget (i.e. most 3D games and movies) to be targeting such a niche platform. And it does not make sense for end users to buy the product if there is no good content and if most of the good content is never released for it.

It's a very fixable problem. Valve is leading the way with Proton currently. That strategy is very portable to macs and the Vision pro. There is very little technical reason to stop that from working. And Apple has been chipping away at their own portability kit. But they are so far not really committing to it fully. They should be filling the Apple store with decades worth of great content that just works on Apple HW. As it is there is only a relatively small collection of old content that has been ported.

Bold futurism can work very well when you're the (relative) scrappy underdog. So long as you're too smart or lucky to make any huge mistakes.

Vs. when you're in the Top 10 of the Fortune Global 500, "steady as she goes" business vision is the far safer strategy.