Apple’s Vision Pro headset is a hobby. Why won’t Tim Cook say that?

I’ve been following the press and social media coverage of Apple’s pricey new Vision Pro Augmented Reality headset, which now totals hundreds of stories and thousands of comments and I’ve noticed one idea missing from all of them: what would Steve (Jobs) say?  Steve would call the Vision Pro a “hobby,” just as he did with the original Apple TV.

You know I’m correct about this.

And the fact that Apple hasn’t gone for the H-word and no other writers are suggesting it is the topic of this column, not the Vision Pro, itself.

It would appear that nobody at Apple has the balls to call the Vision Pro a […]

By |June 16th, 2023|2023, augmented reality, Media, strategy, Technology, Television, virtual reality, wearable technology|193 Comments
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What yesterday’s Apple satellite announcement really means

I took the summer off to move with my family from California to Virginia, thus escaping the inevitable fires of doom. I deliberately left my Apple/Globalstar column up so it would be still staring at readers when Apple made its eventual announcement, which was yesterday. That was a gutsy move on my part, but clearly I was correct. Today’s column — my first from our new home in Virginia — looks at specifics of the Apple satellite announcement, placing it in a more informed context.

Apple spent only five out of 65 minutes in yesterday’s product announcements talking about satellites, yet the title of the event — Far […]

By |September 8th, 2022|2022, Companies, competition, Internet, mobile technology, Phones, space, strategy|152 Comments
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Apple’s Space Ambitions are Real

Last summer, a couple weeks before the iPhone 13 announcement, Chinese market analyst Ming-Chi Kuo wrote that the iPhone 13 would include satellite communication capability.

Huh?

This was a bolt from the blue. No other Apple analysts were writing about satellites at that time.  And while Ming has a very good track record based on finding out from Apple’s supply chain about likely details in upcoming products, there was nothing about this satellite tip that even made sense, since it didn’t seem to involve hardware at all.

Generally speaking, a Ming tip is a hardware tip, but this one was not.

Ming’s prediction was widely and quizzically […]

By |June 3rd, 2022|2022, Companies, Internet, mobile technology, networking, space, Uncategorized|217 Comments
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After switching to ARM, expect Apple to buy TSMC, too

Readers have been asking me to comment on Apple’s decision, announced at last week’s World Wide Developers’ Conference, to start switching to Apple-designed ARM processors for its Macintosh computers. I usually don’t like to do second-day (or, in the case, second-week) stories unless I can add something new to the discussion. Oddly, I usually can and that’s the case here, where Apple’s move to ARM has a big-picture strategy component that is absolutely vital to the company’s continued success. It also doesn’t seem to be covered yet anywhere but here.

Forget all the talk about Apple moving to ARM because the chips are better than Intel’s or consume […]

By |June 29th, 2020|2020, Companies, Government, strategy|132 Comments
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2019 Prediction #1 — Apple under Tim Cook emulates GE under Jack Welch

People — well, investors and financial analysts — seem to worry a lot about Apple. They tend to see Apple as either wonderful or terrible, bound for further greatness or doomed. What Apple actually is is huge — a super tanker of a company. And, like a super tanker, it’s hard to quickly change Apple’s direction or to make it go appreciably faster or slower. Those who see Apple as doomed, especially, should remember they are worrying about the most profitable enterprise in the modern history of business. Those who see Apple as immortal should remember that’s impossible.

The worry about Apple in 2019 seems to be that the smart phone market […]

By |February 27th, 2019|2019, Companies, Predictions|89 Comments
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