Tim Cook was an innovator — just not the Jobs kind
… When growth stalled as people held onto their phones longer, another cash cow overtook hardware: services. Cook knew how to squeeze a supply chain, and that includes software. …
… When growth stalled as people held onto their phones longer, another cash cow overtook hardware: services. Cook knew how to squeeze a supply chain, and that includes software. …
… He acknowledged that the Cybercab’s production would be slow going until the end of the year. “Whenever you have a new product with a completely new supply chain, new everything, it’s always a stretched-out S curve, so you should expect that initial production of Cybercab and Semi will be very slow… …
… And that’s just speaking of the hardware. The software is still a whole other beast, and the messiness that is Liquid Glass proves it needs more taming. But if I had to choose someone to succeed Tim Cook, the supply chain guy, I’d choose a hardware guy or a chip guy. …
… For Scaringe, the real threat lies further downstream, lurking in the company’s supply chain. …
… It’s very difficult to predict how this administration is going to act, as we saw with the supply chain risk situation. …
… Do you think that there’s a potential certification for devices made overseas that US consumers or US companies can say, “Okay, the supply chain risk that we’ve heard about has actually been mitigated or the appropriate controls are in place”? …