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Apple Greed backfiring?

Posted on 8/16/25 at 11:15 am
Posted by prplhze2000
Parts Unknown
Member since Jan 2007
56940 posts
Posted on 8/16/25 at 11:15 am


Nutshell: The company is following some of the same path as Boeing. When Cook took over, finance and accounting took over. He even brought on a Boeing board member.

Now with AI, Apple facing a true fiasco. Apple only had 50,000 5 year old AI chips while Google, Meta, and MS each had hundreds of thousands of newer AI chips.

Team wanted to buy 50,000 new chips, Cook approves purchase but CFO killed it, saying they needed to make existing chips more efficient. Apple forced to get cloud service from Google and is limited by that configuration. In the same year, the company spent $77 billion on stock buybacks.
This post was edited on 8/16/25 at 11:30 am
Posted by Ace Midnight
Between sanity and madness
Member since Dec 2006
94776 posts
Posted on 8/16/25 at 12:46 pm to
If engineers made your company a trillion dollar valuation, you should let them keep running it. I mean, you throw in come accountants and bean counters for oversight and you set some reasonable limits, but never let accountants and bean counters run the business unless you are on the cusp of cleaning up a profit and loss statement to sell it.

Apple is publicly traded, so that should never be "a thing".
Posted by UltimaParadox
North Carolina
Member since Nov 2008
51353 posts
Posted on 8/16/25 at 6:59 pm to
Counter point is the AI bubble bursts and apple didn't sink as much into a feature that the majority of users refuse to pay extra for
Posted by LemmyLives
Texas
Member since Mar 2019
13422 posts
Posted on 8/16/25 at 11:54 pm to
Boards are driving most of the AI spending I think, because they don't want to be caught not keeping up with the Jonses. Does it have applications? Yes. But is the business case established? Hell no. But, the board can't be seen as "ignoring" AI, by investors that don't give a damn about the business case, simply because everyone is talking about it. This is why I suck as an investor, because I try to look at ROI and not what's cool, and I miss the wave.
Posted by prplhze2000
Parts Unknown
Member since Jan 2007
56940 posts
Posted on 8/17/25 at 11:17 am to
If the carriers ever stop providing monthly payment plans for purchasing phones - and subsidies, Apple will be in a world of hurt. People aren't going to spend a grand on a phone even every other year.
Posted by 3deadtrolls
lafayette
Member since Jan 2014
6716 posts
Posted on 8/18/25 at 10:19 pm to
quote:

the company spent $77 billion on stock buybacks.


To be fair, that’s the equivalent of one of us making a Costco run.

As an Apple user, I can certainly appreciate the slower AI rollout as opposed to what Microsoft has done with shoving Copilot down our throats. They’ve even added it to Notepad.
This post was edited on 8/18/25 at 10:20 pm
Posted by FLTech
Member since Sep 2017
24923 posts
Posted on 8/19/25 at 10:21 pm to
I love AI but I hate it. It’s wonderful for what I do with my web design and SEO agency but I miss the days when I had an issue I needed to figure out where I used to get results from forums, guestbooks on articles, etc from actual human beings who has the same problem.. now it’s all AI cookie cutter bullshite
Posted by The Scofflaw
Metairie, LA
Member since Sep 2014
1912 posts
Posted on 8/20/25 at 10:02 am to
They haven't innovated in how long? Their phones are lagging badly, and the only thing they have going for them is the emperor's new clothes shaming. Once that ends, they're Nokia.
Posted by CAD703X
Liberty Island
Member since Jul 2008
91529 posts
Posted on 8/20/25 at 10:11 am to
quote:

They haven't innovated in how long? Their phones are lagging badly, and the only thing they have going for them is the emperor's new clothes shaming. Once that ends, they're Nokia.


agree. they're late to the game everywhere

- so far behind tesla they trashed their entire effort to make an 'apple EV'. that could have been the next big thing after the iphone

- so behind on AI and insisting on doing it 'their way' and again, making themselves irrelevant in the process and alienating their user base

- they've done nothing w/ the iphone in *YEARS* except admit usb-c is better and dropped lightning and now i guess they're trying to copy samsung and make a foldable phone..samsung is on their what...4th? 5th? generation of foldables?

- what else? oh yeah..multi-billion dollar spaceship campus completed just in time for .....COVID and the seismic shift to remote employment.
Posted by notsince98
KC, MO
Member since Oct 2012
21368 posts
Posted on 8/20/25 at 10:24 am to
quote:

They haven't innovated in how long?


They haven't ever really been innovators since the ipod. Their selling point is simplicity.

I'm trying out an iPhone (normal phone is pixel 7a) for the first time and I hate so much about iOS but it is a better behaved OS. When I put the phone down, the phone doesn't do anything and that is how I like my phones. Battery loses about 1% overnight and I can charge to 65% and it will take me about 5 days to drop below 40% when I'm staying off of it. I'm clearly not a power user but I do appreciate an OS that will behave itself in the background. It is a lot different experience than Pixel's pure android.
This post was edited on 8/20/25 at 10:32 am
Posted by notsince98
KC, MO
Member since Oct 2012
21368 posts
Posted on 8/20/25 at 10:25 am to
quote:

admit usb-c is better


I dont believe this is true. The EU forced apple to update to USB-C or they would no longer be able to sell phones in europe.
Posted by CAD703X
Liberty Island
Member since Jul 2008
91529 posts
Posted on 8/20/25 at 11:14 am to
Whatever the reason it's really nice to only need a single cable now in our bedroom, car, den... that charges everything
Posted by Dam Guide
Member since Sep 2005
16548 posts
Posted on 8/20/25 at 11:22 am to
quote:

so behind on AI and insisting on doing it 'their way' and again, making themselves irrelevant in the process and alienating their user base


They really gave up on that last year and started integrating ChatGPT/OpenAI into their system more. They are also looking at partnering with Anothropic.

quote:

they've done nothing w/ the iphone in *YEARS* except admit usb-c is better and dropped lightning


Europe forced that with laws, they would totally would still be using lightning had they not been forced, just like China forced them to integrate RCS. What's funny is everyone worked with them to get them to help design something standard in USB C as they are one of the co creators of it and they still didn't use it until forced.

This post was edited on 8/20/25 at 12:24 pm
Posted by Rhio
Lake Charles
Member since Dec 2013
1423 posts
Posted on 8/20/25 at 11:35 am to
In the past they would get Steve Jobs back and he would pull some magic out of his crazy-weirdo hat in order to bring them out of their slump.

Who do they have left with that kind of brain power? The rest of the world has caught up and their tech isn’t much different than everyone else’s. I think they had a crazy expensive headset that was supposed to be the next big thing and the world gave them a collective “no thanks.”
Posted by CAD703X
Liberty Island
Member since Jul 2008
91529 posts
Posted on 8/20/25 at 12:04 pm to
quote:

Europe forced that with laws, they would totally would still not be using lightning had they not been forced, just like China forced them to integrate RCS. What's funny is everyone worked with them to get them to help design something standard in USB C as they are one of the co creators of it and they still didn't use it until forced.
like i said earlier; now videos & photos aren't 160x160 potato-camera images in text messages and i can do the cool 'like' to replies now w/ apple people and yes, one usb-c cable charges like 17 different devices at my house from my son's RC airplane to 2 battery-operated lights in our bar to a couple of bluetooth speakers.
Posted by notsince98
KC, MO
Member since Oct 2012
21368 posts
Posted on 8/20/25 at 12:05 pm to
quote:

Whatever the reason it's really nice to only need a single cable now in our bedroom, car, den... that charges everything


I can only imagine. My house has 5 iPhones ranging from 12 to 15. So now there has to be two different cables everywhere.
Posted by CAD703X
Liberty Island
Member since Jul 2008
91529 posts
Posted on 8/20/25 at 12:05 pm to
quote:

In the past they would get Steve Jobs back and he would pull some magic out of his crazy-weirdo hat in order to bring them out of their slump.


i actually loved my clear newton device in the 90s and was sad when he spiked that whole department.

it was another decade+ before the iphone replaced what the newton could do.

This post was edited on 8/20/25 at 12:07 pm
Posted by Dam Guide
Member since Sep 2005
16548 posts
Posted on 8/20/25 at 12:22 pm to
quote:

from my son's RC airplane


Gonna guess it's a cheap Chinese plane, The amount of different cables I have for just charging my foamies is insane.
This post was edited on 8/20/25 at 12:23 pm
Posted by CAD703X
Liberty Island
Member since Jul 2008
91529 posts
Posted on 8/20/25 at 12:24 pm to
quote:

Gonna guess it's a cheap Chinese plane, The amount of different cables I have for just my foamies is insane.


amazon special.

he's 10 so we got both the cheap boats for the pond (that use usbc) and cheap foam airplane w/ extra battery.

he loves it; its more like a drone but it takes off and lands like an airplane but we can fly it w/ trees around and he's good at backing off the gas if its heading towards a tree limb.
This post was edited on 8/20/25 at 12:25 pm
Posted by castorinho
13623 posts
Member since Nov 2010
86551 posts
Posted on 8/20/25 at 1:26 pm to
quote:

If the carriers ever stop providing monthly payment plans for purchasing phones - and subsidies, Apple will be in a world of hurt. People aren't going to spend a grand on a phone even every other year.
Yeah but why would carriers want to not make money?
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