runjake
Joined 17 years ago
Joined 17 years ago
And they've overstretched their product line to too many things, trying to be the "be all" company. Fortinet is making the same mistake, but they're earlier in that process.
I mean, it's not really a mistake on their parts, their primary goal is to get rich and they are succeeding.
Citation: I've been working with Cisco technologies since the mid-1990s. At my current job, we are a few weeks away from phasing out the last of our Cisco junk. And since people will ask: to Juniper/Mist and Arista.
user: 1ajsht
created: 2 minutes ago
karma: 0Can't speak to them for the past couple years, and things change, though.
https://www.levels.fyi/companies/microsoft/salaries/software...
Has anyone caught wind of any hardware revisions?
Also, I think you are conflating two things:
1. The genuine advancement (and challenges) AI brings.
2. The inevitable hordes of less scrupulous people who take advantage of every new trend to make money however they can.
I am fully immersed in building with AI and I barely notice these less scrupulous. I know they exist. They always exist. But why are you paying so much attention to them?
There are some orders of magnitude more iOS/iPadOS devices than macOS devices.
There's a bunch of ways we could debate ourselves about things Apple would or wouldn't do, but at the end of the day, Apple is going to do whatever is in it's best interest.
Some things to consider:
- There is only so much attention, compute, and talent a company can devote.
- The labs' API analytics already see which use cases are worth entering. That's what happened with coding and bots.
- If a lab launches a product, every company building on its tech becomes a rival. Competing with your own customers is costly.
- Succeeding in other verticals, like healthcare, finance, and even tech takes domain expertise, regulatory work, sales relationships, integrations with legacy systems, etc etc.
I think your point is solid, but prices usually fall for the older models -- or at least older capabilities. But the frontier models still earn premiums.
I think their lasting value is in owning (in a ~duopoly) the customer, their proprietary data and their workflows.
Edit: grammar
But this is still a big step for research purposes.
Apple's org chart now resembles Microsoft's org chart from this classic meme, but with far more groups: https://www.businessinsider.com/big-tech-org-charts-2011-6
I think it would need a big restructuring with strong, smart product leadership. I'm dubious they have that now, despite the image Apple PR is orchestrating in the press with Ternus as the new CEO.