Will Apple Focus on Innovating and What Would Mac Spinoff Look Like, with John Kheit – ACM 495

Bryan Chaffin and John Kheit chew on Apple’s rare guidance warning like the mangy junk yard dogs that they are. They also discuss innovation, scale, how a giant Apple should be structured, and what a Macintosh, Inc. spinoff might look like. It’s a rollicking episode, and you’re cordially invited to listen in!

Get In Touch:

One thought on “Will Apple Focus on Innovating and What Would Mac Spinoff Look Like, with John Kheit – ACM 495

  • GREAT show. Lots of good commentary on Apple’s current dead end. Hope it learns from it. Sadly it doesn’t seem to have anything with which to innovate its way out, or I think Cook could have referred to the last time they corrected guidance and stuck with a winning formula.

    As for the needlessly apologetic letter to investors. Cook is a man of VERY few words. If he could have said what needed to be said as briefly as Jobs did, he would have. I agree it’s too apologetic and that might be kinder/gentler Tim, but I’m sure there’s legal reasons the letter waffled around a multitude of excuses. Doesn’t mean Jobs wouldn’t have said – China sucked, but everything else is good – but I suspect he would have been too economical with the truth for modern realities.

    Just as the only reason Apple didn’t tell people to replace their batteries in their phones was because they couldn’t cope with the deluge, I suspect the reason there’s so much waffle in the ‘letter’ is because China was being used to hide a multitude of sins. The bit about developed markets being soft, too seems prescient. There might have been other ‘reportable’ weaknesses in the quarter, that legally needed to be mentioned. Even if the drop in revenue could be -attributed- to China, there might be more rotten in the orchard than just that, so much so, that it needed to be signalled before the quarterly earnings and buried amongst iPhone trade-in offers and other nonsense, in hopes of minimising full investigation of the issues.

    More Kheit!!

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

WIN an iPhone 15 Pro Max!

Enter our epic giveaway for a chance to win the latest iPhone 15 Pro Max!