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Benedict Evans
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Apple innovation and execution
- Apple's innovation has been questioned since the introduction of the Mac and iPhone, with the lack of recent groundbreaking products causing concern.
- Despite the success of iPhone, iPad, Watch, and AirPods, Apple's growth is primarily driven by services, not cutting-edge hardware.
- The focus on service growth raises questions about Apple's ability to introduce truly innovative products in the future.
- Projects like the rumored car, xR, and AI showcase Apple's exploration of new technologies, but execution challenges are evident.
- Apple's Vision Pro and AI initiatives have faced setbacks, suggesting a potential shift in the company's approach to product development.
- The delay in launching new products like Siri 2 highlights Apple's struggles to meet deadlines and maintain its reputation for timely releases.
- Apple's recent focus on unveiling concepts rather than fully developed products raises concerns about its current execution capabilities.
- The introduction of 'Apple Intelligence' and delays in delivering promised features point to potential challenges in Apple's product development pipeline.
- The shift towards announcing projects that are not ready for market reveals a possible decline in Apple's precision and efficiency in launching new technologies.
- The article suggests that Apple's execution machinery may be faltering, leading to delays and incomplete product launches, raising questions about the company's future innovation and growth.
- The article highlights concerns over Apple's ability to deliver on its promises and maintain the standard of excellence and innovation it was known for in the past.
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