this post was submitted on 18 Aug 2025
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Did you watch the video or are you guessing based on the thumbnail? Because the video isn't about Apples profitability.
I watched the first minute or so, which was about their stock price relative to Microsoft. Profitability is a huge part of a company's stock price.
I didn't watch the rest because I'm not going to watch a 30 min video without a good reason to.
TL;DR: Under Jobs, Apple focused on engineering products and the profitability and stock price followed. Under Cook, Apple focuses on stock price (dividends, stock buybacks) and is massively cutting R&D/Engineering costs to the point they did not release anything really new for years and their projects keep failing while also increasing prices. E.g. Siri that is unable to catch up to modern chatbots.
Sure, that's an argument for why the stock price is suffering, not for why macOS is in danger. Apple is still massively profitable, the stock price just reflects the market's perception that profits won't increase as fast as their competitors.
Again, why are you so over focused on stock price? As a consumer, how is the first thing you take away from lack of innovation and engineering failures that Apples stock price may suffer and not that the machine you are buying may be sub-par and overpriced?
I'm agreeing w/ you that stock price is irrelevant here, and that's what the video opens with. The market is unhappy w/ Apple because they're delivering essentially what people claim to want: a solid product with steady improvements w/o anything crazy. Microsoft, on the other hand, is delivering what the market wants, which is shoving AI into everything.
I guess I don't understand why the video is relevant to the average user, who doesn't really care about innovation and instead wants a consistent experience.
I highly doubt there is a user that truly does not care for innovation. If there is a better product for the same price, who wouldn't buy it.
More importantly, the impact is not just innovative features but security, price of ownership and reliability. Apple managed to "innovate" themselves into a position where they are obstructing data rescue on Macs and iPhones. That's the kind of thing you may not be thinking about when buying but may greatly regret not having when you need it.