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cover of episode Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won't

Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won't

2025/3/13
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson

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Andrew Sharp
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Ben Thompson
创立并运营订阅式新闻稿《Stratechery》,专注于技术行业的商业和策略分析。
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Andrew Sharp: 我认为苹果公司在AI领域的努力令人困惑,其旗舰AI产品似乎并不存在。苹果公司需要重新审视其开发者关系,并利用其硬件优势,开放AI模型给开发者,从而推动创新。 Ben Thompson: 苹果公司在1990年代曾是“空头承诺”的代表,现在这种信誉正在瓦解。苹果公司应该学习1997年Steve Jobs的策略,与第三方开发者合作,而不是试图自己掌控一切。Scott Forstall是苹果内部最重要的开发者倡导者,他的离开对苹果的开发者关系产生了深远影响。苹果公司需要重新成为平台公司,而不是仅仅专注于App Store和iPhone。苹果公司应该利用其硬件优势,为开发者提供免费的本地AI推理能力,从而释放创新潜力。

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Apple, despite its success, is struggling to integrate AI into its products. Their flagship AI product was essentially vaporware, and they've advertised features that don't exist. This episode examines Apple's current AI predicament and its historical context.
  • Apple's flagship AI product was vaporware.
  • A worldwide marketing campaign advertised non-existent features.
  • Apple's AI efforts show a remarkable lack of direction.

Shownotes Transcript

Hello and welcome back to another episode of Sharp Tech. I'm Andrew Sharp and on the other line, Ben Thompson. Ben, how you doing? I'm doing well, Andrew. Getting girded up for some combination of history lesson and psychoanalysis, but not of you. So you can rest safely.

Thank you so much. I'm glad I'm not going to be in the therapy chair here tonight. I am also doing pretty well. I got to tell you, I have never taken a position on this issue, but I think I'm becoming a pro daylight savings guy as I get older here. It's really interesting because...

I have always been a number one. I'm pro the system as it is. Actually, my main objection was the whole moving it to be earlier and later in the year. I think that what you want in the summer is you want summer nights, right? Like it's the best. It's the best. It is. It is the best. And so, yes, the twice a year changing everything is a pain. It's

become less of a pain as everything becomes digital. Like we used to have to go walk around the house and change, you know, the microwave would never be updated. And so it just, you want, you want more, more light at night. And meanwhile, having grown up in the North,

Not having light in the morning is a real problem. Yeah, it sucks. It gets dark at night. Guess what? Everything about winter sucks. And not having light until like 10 a.m. is way worse. So I've always been pro the system as it is. And actually, I believe in the U.S. they changed it in like the 70s. Yeah. Because this isn't the first time people have complained about this. Yeah.

And they actually changed it back within a year because people realize, actually, this really sucks. I never knew that. Yeah. And so. But I did see a pretty compelling as I've gotten older and more aware of like health issues and more attuned to sleep. Circadian rhythms. Yeah. Yeah. I actually kind of buy the it's bad because you don't what you need light in the morning. Most of all.

And so, again, I think the big problem is changing it to March when it used to be in April. Then it's not as big of an issue. Dark mornings remain a bigger problem than dark nights. So I am – That's your take. My take is I am pro the old daylight savings time. And then if we have to do just one and not changes, I am pro standard nightlife.

not daylight. And that is a change for me as I got older. Yeah. I mean, it's been a source of heated debate. Nate Silver had a take Sagar and Jetty had a take. Yeah. I think Sagar's take helped convince me on the, the morning bit. Yeah. I respect both those guys. I actually haven't,

really read much on either side of the argument. All I know is that for the last several days, it's been awesome to work until 530 or six and then have an hour of daylight to take my son to the playground as a palate cleanser. So I'm all in. Well, wait, I have more takes. You didn't know what you're getting into. I have more takes. The other take that's interesting. So I'm in Taiwan, which does not have any time changes. And

I always dislike that because it gets dark pretty early here, even in the summer. And I'm like, man, you know, being light longer is better. And then I remembered it is so freaking hot that it actually is only tolerable at night. Right. And so it's actually a good thing that it gets darker sooner because that means it cools down. So my entire take back

psychology might be screwed up in that regard. So Wisconsin's experience of sunlight and Taiwan's experience of sunlight is very, very different. Well, I imagine we'll get some emails about this. Maybe we could keep the conversation going in the mailbag. All I ask is that I don't get a wall of like 3,000 words from people arguing one side or the other. Keep the takes concise if you want to weigh in.

What do you say, 150 words? Yeah, yeah. Let's keep it to 150 words and we'll roll from there. But as for this show, as promised on Monday, we are going to revisit Apple now that you have written your article. And before we dive into it, I just want to offer two notes at the top. Is that cool? A little preamble?

You're the host. It is Sharp Tech, not Thompson Tech. There you go. It's Sharp Tech. So first of all, it occurred to me earlier in the week, every now and then we talk about missing the forest from the trees with respect to general AI progress and how incredible this moment in technology actually is. And I also think it's been easy to miss the forest from the trees on Apple and its AI efforts where...

What's happening here is pretty amazing. We have the most valuable company in the entire world, the most successful company in the history of technology, and they are just completely lost as they try to incorporate AI software into their business. And it's just a remarkable twist as we head into the new era here. I mean, Apple's flagship AI product was essentially vaporware.

And for the past year, they've had a worldwide marketing campaign advertising features that straight up don't exist. Like, I don't know how we got here, but I just wanted to state the obvious on that front because we're in the weeds making jokes here and there. But stepping back, the broad strokes of what's happening are pretty remarkable. I mean, like Apple suddenly looks like Microsoft. Yeah.

And I think it's probably, and correct me if I'm wrong, particularly interesting for you because you have no recollection or remembrance of Asher.

Apple's dark days. And you've only, you've only known Apple as this sort of behemoth, a stride, the world behemoth, behemoth. Yep. Thank you. And, and yeah, this is something different. I do want to recommend it just dropped before, like literally like an hour ago. So, so I don't think you've read it yet. John Gruber wrote a piece today. Something is rotten in the state of Cupertino. That is a tour de force. I think it is the definitive, definitive article on this whole episode. And,

And one of the most brilliant points he makes in this article is one of the reasons we failed in our analysis. And the reason why John is beating himself up for the first half of this article for failing this analysis. And we talked a little bit about dithering earlier in the week is because Apple is.

had built a tremendous well of credibility as to we're going to ship what we say we're going to ship. And as he notes...

Apple in the 1990s was the opposite. They were the kings of vaporware. I think we called back last episode to Microsoft in the 2000s being the kings of vaporware. That was Apple did it first. I mean, there's lots of things Apple did first and Microsoft copied. Selling things that didn't exist, software visions in keynotes that were never actually even possible. That is something Apple did. That was one of the first things Steve Jobs had to fix when he came back.

And and what what makes this distressing and John really puts his finger on it and rightly draws it all the way up the chain to Tim Cook is this is a really fundamental failure in that regard. It's not just that they couldn't ship this. It's that.

How did it even make it into a keynote suggesting that they could when they couldn't even do a demo of it? And fast forward, how do you make a commercial about that? Well, I think the fact that it was in the demo, that's why so many people suspended disbelief in terms of what Apple was capable of. It's because Apple had credibility. Like if Microsoft put that in, I think there's still enough overhang of the 2000 era Microsoft where people like John and I would say,

Okay, let's see a demo. Even just Alexa, we were on this last week saying, I don't buy this. I need to see a demo of this. And I'm default skeptical that everything they show in the Alexa Plus keynote would work.

And guess what? And we did not extend that skepticism to Apple because Apple has shipped what they promised, sometimes with delays into one exception is that that charging mat. But but but, you know, OK, you're allowed a mulligan right in a span of 20 years. This goes far beyond that. And.

As John noted, there is no reason and you would be a fool to ever take seriously any Apple promise like this ever again until it's in people's hands. Yeah, yeah, exactly. And I mean, the reason I invoked Microsoft earlier is because Microsoft has released a couple of different products over the years that have

instantly been punchlines, whether it's the Zune or the Surface or whatnot. And Apple intelligence is a punchline for eternity after the last nine months here. And the only other introductory note I had was that I finally tried Apple's image playground. Man, oh, man, that was an impressively useless app. You mentioned it on Dithering with Gruber. It's so bad.

I realized when you mentioned it, I had never actually opened it. So I gave it a whirl. And then you search for it. You search for Image Playground and you see the icon and you're like, this can't be real. That's the one thing they did ship. And I spent a good three minutes after using it trying to think of any scenario in which I would open it again. And I came up empty. So not great. But in terms of how we got here,

You mentioned to me offline that Apple psychology was something that you used to write about often but haven't discussed as much recently. I went back and reread a 2013 post you wrote on Apple and the App Store. So as you noted at the top, I am going to put you in teacher mode for the first segment here. And we'll start with a specific question that stems from your piece in 2013, question.

Who was Scott Forstall? Why is he no longer at Apple? And how is that story relevant to Apple's evolution as a company over the last 10 years? Well, Scott Forstall is a mythic creature because he left Apple a long time ago, 2012, 2013, somewhere around then. And so because he's been gone for so long,

He gets to wear all the sort of angst and wishes of people that are critical of everything Apple has done since then and can say, oh, if only Scott Forstall was there. He never made a mistake. This is what people do with Grantland for the record. They talk about Grantland like it was the greatest website in the history of the world. And the further we get, the more perfect Grantland becomes.

So Grantland was the most perfect history. It was the best website in the history of the world. It was a great website. I said that I said two points. Number one, I said that when it existed. So this isn't a looking backwards thing. And number two, it employed Andrew Sharp. How could it not have been one of the greatest websites of all time? I enjoyed my time there. Hey, Grantland, people who don't realize Grantland, the sort of Bill Simmons project that started at ESPN. It was amazing. Like Grantland was one of the last websites

content focused destination sites where every single day I grant land saved on my iPhone screen. I would go there.

And I would read what was on there, even if it was about a subject that I didn't think I cared about because I had such a high confidence that it would be a great article that I'd be happy to have read. And that's an amazing, that's an amazing place to be. And ESPN killed it and budget cuts and fights with Bill Simmons. And maybe it would have never existed going forward, but it was, it's truly one of the greatest websites of all time.

But I would like to think that we are, in some small senses, sort of the progeny of Grantland. Absolutely. Because where did you learn to podcast, Andrew? Out there in L.A., my first podcast with Juliet Litman and Chris Ryan. And then I got a note from Bill saying, you're pretty good at podcasting. So here we are. Classic example. You're like, podcasting is stupid. I can't believe I'm doing this. Totally.

All right. So Grantland was great and deserves the reputation. Tell me about Scott Forstall. Scott Forstall, the Grantland of tech executives. I like it. It's even better than Unicorn. Unicorn has other meanings. So yes, we'll stick with that one. I'm adding this to the sharp tech nomenclature going forward.

Perfect. A mythical creature. So my personal experience with Scott Forstall, which I think helps color some of this, was one of the greatest things about being an intern at Apple, which I was in 2010 with the Apple University team when that team was just getting spun up. Today, it's kind of more like a glorified HR organization. Back then, it was like the original vision, which is we're going to help Apple's top 200, which is like this, again,

the sort of mythical group of people that get to go to the, the big retreat every year where they make all their plans for the future, uh, help them understand what makes Apple, Apple. Um, there's a bit where I think that entire concept is doomed. When you start codifying things, you start to ossify them, but that's a completely separate discussion, uh, that, that we could have another time. But, um, but I was, but yeah, I was there and, and,

this was all interns in the company. Every week there was a lunch where a different Apple executive would come in and they would, uh, some of them would present. Some of them would just take Q and a, so we got to talk. We got, uh, Steve jobs. We got Johnny Ive. We got Tim cook. We got Scott Forstall. We got a whole bunch of other executives. It's a pretty amazing opportunity. Yeah, no, it was awesome. So, uh,

Scott Ford, I can't remember now exactly what Forstall said in that presentation, other than the fact the tangible sense you got coming out of that presentation is this is the most arrogant son of a bitch I've ever encountered in my life. Just I can't remember the detail. It's one of those things where memories are like.

Tempted by emotion, right? This is the problem with like you're in law school, right? You know, the problem of like eyewitnesses in like crimes. Yeah. Like what actually happened versus where that person feel as it was happening that colors their recollection and.

And what I remember from that presentation is like the palpable, tangible sense of arrogance that emanated off of this guy. So when you fast forward a few years and he basically gets unceremoniously dumped from Apple and, you know, for allegedly because the Apple Maps failure. But really what you heard is just everyone.

in the executive team just hated this guy. You're like, yep, that makes sense. I can get it. So what were his responsibilities? Like, why would he be conceivably the fall guy for Apple Maps 15 years ago? Well, this gets to the other perspective that you would get from him if you talk to people from Apple at the time. I don't know if I've ever talked to employees more loyal to their boss than anyone who worked for Scott Forstall.

And so who was Scott Forstall? He was like an in. So, okay, we're going deep back into history. And all this is, we said at the top psychology of Apple, this might all be BS. Take the, this is like the Apple vaporware of podcasts. Take it with a grain of salt. This is my takes on it. As someone who worked at Apple for three months, I think that perspective was actually amazing.

I was in a very unique place to get some really interesting insights. I talked to a lot of senior executives, people very senior who were at Apple for a long time. And so I think I have some interesting insights. Obviously, I've followed the company for years, but this is one person's perspective. So take it with a grain of salt. And so with that caveat up front.

Okay. You have the original Apple. 1976, I believe it was, started the company. They made Steve Jobs and Steve Wozniak. Wozniak's the technical genius. Jobs is the marketing guy, the idea guy, the sort of conniving one who already ripped off Steve Wozniak at Atari. Just...

A whole package is, I think, one way to put it. They start Apple. Their first computer is the Apple I, which is basically just a motherboard. You had to provide everything else around it. Then the Apple II. Apple II, huge breakout. It was actually a whole computer. It...

You could do like the first version. This first spreadsheet was written for the Apple II. It was a big deal. It carried the company actually for a very long time. You fast forward, they make something called the Lisa, which is the first graphical user interface. Way too expensive, kind of a failure. Then the Macintosh in 1984. And people think about the Macintosh as being the core of Apple, but actually throughout the 80s was the Apple II. That's what actually paid the bills. Steve Jobs didn't care about the Apple II. That was old technology. He cared about the Mac, was spending tons of money

It was losing tons of money and Steve Jobs gets fired. You know, he wasn't focused on the actual core business. He was off here and just, you know, being a pain in the rear end. And so Apple, the Macintosh though, ends up becoming a hit over time as it gets more capable. You know, it gets a huge market in desktop publishing because you get WYSIWYG, what you see is what you get. You can actually, you know, design newspapers and whatever on it.

So Apple's doing pretty well through the 80s and 90s. In the 90s, they really start to fall behind. Macintosh OS, classic OS, is technically – it has so much technical debt. It was still downstream from the original Macintosh operating system. If one application crashed, your whole computer would crash. It wasn't memory safe. It was just a total mess.

And their hardware is falling behind. The Wintel sort of duopoly is running circles around them. Windows was a technically superior operating system and Intel chips were way faster. It was just better in every respect. It's still, you know, the Macintosh still had

ineffable taste, like people liked using it. I remember when I worked for the student newspaper in college, I gravitated towards the Macs. I just liked using them. And plus, I learned how to use QuarkXPress and lay stuff out. But from any technical perspective, they stunk. And the company is flailing around trying to find the next thing. This is where the vaporware in total absence of credibility comes from.

And they're demoing all these things, doing X, Y, Z. They're on the edge of bankruptcy. There's this famous wired cover of Apple, the multicolored Apple logo with like a crown of thorns or a wreath of thorns around it. And it just says, pray.

It's one of the best magazine covers of all time. It's so good. And they had lost like a billion dollars at that point. They had lost, which back then was a lot of money. A lot. Good point. Back in 1995. Yeah, this is back when you could talk about tech and also have some understanding of the normal economy. Yeah. A skill that I have lost. So the –

So they're in trouble. They reverse acquire a company called Next, which Steve Jobs had started. And Next basically takes over Apple. The reason why this is important is Scott Forstall was a Next guy. He never worked at the original Apple.

And he was hired, I think, as an intern with Next. He came up through that. And one of the challenges that faced Steve Jobs when he came back to Apple was basically merging Next, which made their own computers. It was an Apple sort of thing, but they were more focused on the high end. They got a decent market in education, particularly, I think, like universities and things like that, but still mostly a failed company.

with Apple. And you wanted to combine sort of the Apple sensibility and design and obviously the user base with the next underpinnings, which next by virtue of being developed later than the Macintosh was much more sort of technically forward. It was memory safe. Uh, it,

It was built on Unix as its underpinning, so it was like this ended up being a huge deal later. That's why developers adopted the Mac. You could have the same environment that you would have on a server, sort of on your local computer. This is before things like containers and stuff like that. But there was this real...

challenged to merge the stuff together. And there was an executive, I think Bernard Sorlet, I believe was his name, that was sort of the head of this. And Forstall was sort of under him as his deputy. Again, this young guy who'd come up through Next and is coming in Apple. And I don't know, but I suspect this is where a lot of the anti-Forstall sentiments started. You had a lot of the Apple people that did not like this. Yeah, this guy coming in and sort of telling them what to do. But

Jobs appreciated for Stahl, I think, a lot. Like, when you think about it, you're the guy at top. Technically speaking, this was the DNA that would ultimately define the new era of Apple, correct? That's right. From an OS standpoint. The DNA is next. And you go, actually, if you program for even an iOS, there's some functions you call that are NS. The NS is next step. Like, there's still stuff in here that is from back then.

And so it's funny. I get, someone asked me on Twitter, like what's the oldest code in iOS. And they went back to like,

the the 2000s i'm like no like there's unix code in here there's code that goes back to the 70s that is that is it that's the case for all your all your software products uh you would you'd be shocked and dismayed to understand the underpinnings of everything is held up on scaffolding that was established in like the 1970s that's right yeah uh but there's lots of next stuff but yes that was the the core of apple software going forward and that core that kernel uh

is undergirds macOS today. It undergirds iOS, tvOS, everything else. It's all in this common foundation that is from next. And to the extent that the Apple bit came in, it was more on top of making an aesthetic that you use the top menu bar and stuff like that. Like that was familiar. And when the first OS X came out, a lot of

It was written OSX, but it's pronounced OS10. A lot of app people lost their minds. It's like, what are you doing here? This is terrible. But it was obviously, in retrospect, the right thing to do. So you fast forward, and Steve Jobs, I think, did a very good job of being the decider-in-chief or the editor-in-chief is the way I always characterize it. He had different people that were fighting each other and going back and forth, and he would choose one.

The way he wasn't designing it, he was deciding it. And that I think is very underrated and underappreciated how important that was. And that is Steve jobs is the one that made this merger of, uh,

Next Step's superior technical underpinnings with the Apple aesthetic and design, he made that merger work. That merger does not happen without Steve Jobs as a force of nature making it happen and making the decisions to push things forward and mollifying one group and... Right, managing the factions, of course. That's right. That makes sense. So you fast forward and Apple's going to do this new project that turned out to be the iPhone. And that...

The person that was put in charge of that from a software perspective was Scott Forstall. So he basically iOS is Scott Forstall's baby. And just like the hardware and the phone was, or the technical underpinnings was Tony Fidel who had done the iPod. And then you had Johnny Ive doing the design. And you have like these, there's obviously other people involved. There's a guy called Bob Mansfield that features in here. But Bob's Mansfield, I should say. So basically,

The biggest project ever, right? It turns out to be the best product ever. And it's obviously amazing success. It's a technological success. It's a software success. It's a design success. Like the entire industry copies it. It's software defined hardware where Apple exclusively sells the hardware and the software provides the ecosystem and the lock-in and all these sorts of things. And...

A total triumph. Scott Forsaw led this team in the dark, total secrecy, and they delivered. And within the first year, there becomes this big question. Developers really want to build apps for this.

They really want to build apps for this phone. We already have, obviously, all the APIs because we had to build our own apps internally. And Steve Jobs is like, nope, no apps. And he gets on a website. We got a great solution for you. Web apps. You can save it on your home screen. And everyone, I think with the term, I don't remember who coined it. This was the shit sandwich. Probably Gruber, to be honest. And then so...

then people start like jailbreaking their phone and figuring out how to run apps anyway. And they're like backwards engineering and like figuring out all the various function calls and things like that to do this. And the big advocate in Apple to allow apps was Scott Forstall. He was the guy that was of all the Apple executives was the most pro developer. And I think this is pretty undisputed where it was a lot of the Apple core was more, um,

suspicious of developers and and this is the key point which we'll get to in a moment so so that's some foreshadowing but he was the big developer advocate and if you talk to developers back then particularly senior ones at large companies they or or bespoke companies that made amazing things they would have an audience with forestall and felt that he was an advocate for them

And the fact that the App Store existed as it did and the features that existed for developers and the work Apple did, I think pretty universally most people ascribe to to forestall downstream of forestall. So then where was the power struggle where maps becomes a pretext to force him out? What was the job died?

I think that's the real issue. Steve Jobs had cultivated these warring fiefdoms that over time, after the decade of working together, just hated each other, just absolutely despised each other. But guess what? If Steve Jobs calls a meeting,

And Scott Forstall is going to be there and you're Johnny Ive or Bob Mansfield. You go to the meeting because Steve Jobs called a meeting and you're going to fight and you're going to hate that guy. But Steve will figure it out. You go to Steve afterwards, say, I'm sick of this. And he's going to say, you know, deal with it or, you know, whatever. But yeah, here's a good analogy for you.

Red Bull racing, right? What has happened to Red Bull in the last two years? You had basically two major factions. You had the Christian Horner faction and maybe knew he was his own faction. I'm not sure. But then you also had the Helmut Marko faction. And as long as the founder of Red Bull was alive, Dieter Masiewicz, I believe that is his name. Yep. It worked. What happened the moment he died?

Open war. Open war. And I think it's actually a perfect analogy of what happened in Apple. You have Tim Cook come in as the CEO.

Very low credibility in terms of the actual software. He's the operations guy, right? He can run the company. But that credibility wasn't just internal to Apple. It was also with Wall Street. Wall Street was very nervous when Steve Jobs died. And one of the ways that Apple addressed that was putting Johnny I front and center. Don't worry, Steve's gone, but Johnny's still here. Here's this creative genius that you guys can trust. Yeah, who designed all this stuff, right? And that was the stories. He designed the iPhone, even though

I think iOS is more important to the success of the iPhone than the design of the iPhone. Scott Forstall deserves more credit than Johnny Ive does, in my opinion, for the iPhone in particular. The iPod, different story. That is the Johnny Ive crowning achievement. But I would argue it's different when it comes to the iPhone. But Wall Street doesn't have that distinction. And it was actually really, for Apple, they felt it was very important to have Johnny Ive put a foot forward. Okay.

I think this was a disaster for Apple. I think Johnny Ive without someone, without a boss, was terrible. We got the MacBooks with keyboards that didn't work, too few ports. Steve Jobs would talk about function over form. Apple products became form over function. You got the iPhone 6 that bent. You got $70,000 gold Apple watches. Just unreal.

Johnny Ives brilliant, but he needs an editor. Steve jobs was that editor. And, and I, I just don't think, I just think it was a very bad decade for Apple, but I,

What was worse is, and this is all scuttlebutt, just what I've heard. It basically got to the point where Johnny Ive would not attend a meeting if Scott Forrestal was there. It was a him or me situation. And as I believe Bob Bantz, I mentioned him before. I believe he was in the same boat. He was more on the hardware side, but he similarly. And again, I've had one interaction with Scott Forrestal and just as the audience, I've

And I completely believe all the stories based on that one story. Okay. So, so you, so you have also, you talk about the sort of rudderless decade with Johnny Ive without a editor, that same decade was when developer relations began to sour and there was no advocate for the developers in that sort of power struggle. Exactly. Which I think that that's why we're, we're getting to the, to this whole story. So Apple maps launches, you know,

It's a disaster. Apparently, the story, the official story is a demand that Scott Forstall personally take responsibility for it publicly, which, by the way, Apple doesn't do. That's like...

You see that this week with Apple intelligence, like, like if anyone takes, no one's falling on the CEO. Yeah. Yeah. No, it's the CEO. That's the whole structure of Apple. The being a functional organization, the CEO is the head. It's Apple is a,

To use another F1 analogy, it is a Red Bull car that's super pointy on the front end that no normal driver can handle, but Max Verstappen can. And that driver was Steve Jobs. And part of the process when he was gone was reshaping an organization that couldn't stick together without him. Yeah.

Because of that, I think you can make a strong argument that Forstall getting fired was the right thing to do because the priority then was to keep the company together in a very uncertain period when it was a company that was tuned to run around Steve Jobs and Steve Jobs wasn't there. They had to figure out a way to keep going. The problem is that.

Apple lost its one in its biggest internal developer advocate. The guy that actually stood up for Apple said, or stood up against Apple, like the Apple within Apple and said, no, actually developers matter. We have to do things for them. We have to think about them. And I do think this is where all the developer stuff really started to

To go off the rails. There's just no one in Apple who is truly a developer advocate at the senior levels, as far as we can tell. Again, just knowing the executives who've been around for a long time. And when you look at the actions, like they just don't do stuff that's friendly to developers. They do stuff that's friendly to Apple and you have to take it or leave it. And it was okay for.

because the iPhone was so dominant. They could get away with treating developers like crap and developers would still build apps for Apple. They would dig them out for the iPhone because the market was so large they had no other choice. Okay, so before we move on, there was another aspect of Apple history that I want to hit before we return to Apple today. So this is a keynote address that Steve Jobs delivered at the Macworld Boston conference in

August 1997. I'm going to play the clip for you. You know, where we are right now is we're shepherding some of the greatest assets in the computer industry. And if we want to move forward and see Apple healthy and prospering again, we have to let go of a few things here. We have to let go of this notion that for Apple to win, Microsoft has to lose. Okay?

We have to embrace the notion that for Apple to win, Apple has to do a really good job. And if others are going to help us, that's great. Because we need all the help we can get. And if we screw up and we don't do a good job, it's not somebody else's fault. It's our fault. So I think that's a very important perspective. I think if we want Microsoft Office on the Mac, we better treat the company that puts it out with a little bit of gratitude. We'd like their software.

So the era of setting this up as a competition between Apple and Microsoft is over as far as I'm concerned. This is about getting Apple healthy, and this is about Apple being able to make incredibly great contributions to the industry to get healthy and prosper again.

Now, I know that's a famous clip, but I'm curious. And obviously the famous quote there is we have to let go of this notion that for Apple to win, Microsoft has to lose. What was the context for that concession? And how does that history inform where Apple is today? I asked you to play the longer clip.

because exactly what you said. People know that one line, but I think the whole clip is super important. And I think this is the single most important clip for understanding Apple's developer relations strategy.

whatever you want to call it. Continual conflagration. Developer, yeah, tensions. So you go back to the Apple II, right? VisiCalc, first ever spreadsheet. VisiCalc sold Apple IIs. They sold a ton of them because VisiCalc was incredible. You could put numbers in and they would calculate for you right there. It was amazing. This is normal people programming. Like you don't realize you're programmed, but you're programming. You're doing if-then statements, right?

amazing stuff. And you fast forward, I mentioned desktop publishing, Photoshop ran on a Mac. You would get a Mac so you could use Photoshop or Quark Express or whatever it might be. And yes, they would port it to Windows, but it wasn't nearly as good. And the Apple font generation was better. This is a famous Steve Jobs anecdote about his attention to detail in terms of Macintosh font rendering. And it had more colors and it was just better. And people, and so you, you,

Apple was a platform that had these applications selling their devices on their behalf. Yeah. The problem was as they fell further and further behind these applications and Microsoft Office and the Adobe Creative Suite are the two big ones.

Of course, they went to Windows. Microsoft, for obvious reasons, but Adobe, like, why would they not? They don't want to be dependent on Apple. And particularly as Apple hardware sucks, someone's going to come along and build it on Windows, and then they're screwed. Windows is a much bigger market, yeah. And so – but those were the applications that sold Macintosh devices. And so if they were on Windows and Windows was faster –

And memory safe and all these sorts of things. Yeah. Like, like, like that's why Apple was going bankrupt in the nineties and Steve jobs comes back and there was a, there are, they were so far behind because it took a, it took like six or seven years to get next step to OS 10. They were stuck with classic OS on slow computers and on the verge of going bankrupt when Steve jobs shows up.

And a new version of Microsoft Office had come out on Windows. A new version of Photoshop and Illustrator and whatnot was coming out on Windows. And there was no economic reason for either company to update their applications on the Mac. The market was too small. The operating system was too crappy. It just wasn't worth it. Right. And if the Mac didn't have those applications, Apple was dead.

Steve Jobs had to get on his hands and knees figuratively and beg these two companies to put their apps on the Mac. And if you actually get a visual of Macworld Boston, the other thing that's famous about this is Bill Gates comes in via satellite. And it's this, you know, he talks about how we're going to update Office and we're going to invest in Apple. And, you know, I think...

In retrospect, it was probably an attempt to avoid antitrust because Apple's there. They're a competitor. They had to keep Apple alive for that to happen, right? But the visuals are striking. You have this looming visage of Bill Gates looking down on the stage.

this little Steve jobs looking up at the screen. And it's, it's humiliating for someone who thought Bill Gates was

Who was certainly a peer, but whose jobs I don't think respected at all. Felt that they had ripped him off continuously. And just a copycat that abused their relationship with IBM to kill us. And it's not fair. I mean, he had to look at him up there telling people that we're investing in Apple. We're saving Steve Jobs' rear end. We're going to put office on there. And people were booing. And that's why he gave this. I think this part of the speech is sort of off the cuff.

And what I emphasize, the reason to pull the whole clip, it's not just the we can both succeed here. There's a number of phrases are, you know, where we are right now. If we want to move forward and see Apple healthy,

We need all the help we can get. This is about getting healthy. This is Apple and Steve Jobs desperate and needy for a third party developer to come in and not kill their platform. And when I mentioned my Apple University experience, I mentioned that wired cover and I mentioned this speech.

One of the most interesting things about being at Apple, this was, again, 2010. So Apple has been doing great. The iPod's been killer. The iPhone is just starting to explode. It's obviously the next big thing. You would talk to younger people and they were all optimistic and we're taking over the world. Greatest company in the world, yeah. You would talk to the older people who were at Apple in the 90s. And unprompted, they would bring up that cover and they would bring up the speech. And just...

It's like depression era babies who hoard for the rest of their life because they never want to be in that situation again. That was that level of employee who today are the senior executives at Apple. Some of them have retired, have moved on. So I think it's fewer and fewer over time. But it's this sense of...

That was the worst experience of my professional career. And Apple means so much to people. It's tied up in their own identity. So it's like the worst experience of their life.

And we will never, ever again allow ourselves to be in that position. And that's why I think Steve Jobs didn't want apps on the iPhone. It's like we have a killer product here. We're not going to create the conditions for someone to ever put us in the position that Microsoft and Adobe put us in the 90s. We're not going to happen. We'll do it ourselves. That's right. And one of the critiques I had even at the App Store when it came out is they would do lots of stuff for games.

And they would brag about the numbers. And I'm like, why are you doing this? The games are trivial to port to Android. The engine maker takes care of the problems of compatibility and the assets. The game takes over the whole screen. So there's no UI commonality. I'm like, Apple should be investing in productivity apps. These are the apps that make you that you can optimize for a platform and it locks you in.

And they just never did anything. It took them years and years to have trials. But those apps also have a different business model that wouldn't lend itself to the iOS platform. That's right. They need subscription pricing or they need upgrade pricing. Because you're not going to reach the whole world with these. You're going to reach a core base and you need to make money from that base over time. And so at this time, in 2013, when I wrote this article, they didn't exist.

And to me, this was an obvious thing that needed to be done. It would drive iPhone differentiation. But what did I just say? These are apps that people love, that they build their careers around, that they lock in on. And I believe there's lots of details here. The App Store was built on iTunes. This old system to do all this stuff was hard and tricky. And there's technical reasons that a lot of this didn't exist. But I also think psychologically, Apple did not want to do it. They did not want to enable Apple.

apps that became the most important application in your life. It's a fascinating backstory. After 8,000 conversations between you and I about the App Store, I didn't know about some of what happened in the mid-90s and

the way that informed the executives thinking on this issue. But it all makes sense. To be clear, this is my supposition. There's no one is saying this. Re-enact the disclaimer. Right. This is psychoanalysis. The one guy who didn't think that way

Again, the grant land of executives was Scott Forstall. I think he was locked in iOS. He wanted iOS to succeed. He saw the value of being a platform. And so he's the one that fought for developers. He fought for the app store to exist. And I don't know, but I would like to believe he fought for better business models, for productivity apps. Let's actually enable developers

amazing new applications that are only possible on these devices, right? What's the problem with the iPad? There's no application that truly takes advantage of this. And people try to start companies, and you realize that it's just not doable. If you can only sell an application once, which was the case back then, you're going to run out of customers, and then what, right? And so, yeah, I think that, again, maybe we're pinning too much on one person, but

Apple has just never...

since then been developer friendly and it was fine with the iPhone again because the iPhone was so good and so big. And I've talked about how people would miss. I got a lot of traction early trajectory by saying the iPhone is not doomed. Everyone's like, Android is going to kill it. Just like windows killed the Mac. The windows came first. That's what people don't get. Windows didn't come first. DOS came first and DOS was locked via IBM. DOS was huge in that applications before the Mac even existed. Um,

So when Windows layered perfectly on top of DOS, it was backwards compatible, ran all your old applications. They had a lock-in before. That wasn't the case with phones. The iPhone came first before Android. Android was after that. It was a completely different scenario, and there was no enterprise lock-in like Windows basically stole wholesale from IBM. Android never had that. And so, of course, the iPhone was going to be fine. And...

Because of that, because they were first and because they got developers on board, they could get away with treating developers like crap. Again, the market was so large. There was so many users and Apple's the core functionality was so great that Apple. And so what do you have today? You might have more and more executives that were not there in the 90s. And so they maybe aren't as paralyzed anymore.

As some of the most senior exact Apple executives might be subconsciously. What you have is almost worse. You have people that have been their entire career has been spent treating developers like crap and getting away with it. I was going to say like the culture over the last 15 years hasn't been much healthier in terms of understanding the value of developers.

Well, okay. So this is all context for what you wrote this week and what you mentioned on Monday's episode, which is that if Apple wants to capitalize on its AI potential and also, and when we say capitalize on its AI potential, like they have hardware that in theory over the next several years should be great for running AI locally, right?

So I'm going to read two emails to you. First, Sergey says, Hey, guys, I've been loving the Apple discourse, but I think one issue has been absent. Apple does not make innovative software. Given that AI is software, think about it. What was the last software product by Apple that was truly innovative?

Sure, they have good enough software and it's made better by their advantages like platform lock in privacy stance, etc. But when was the last time Apple wrote some consumer facing software that felt like magic? Honestly, my answer is the first iOS. It's been a while. 18 years. So again, shout out to Forstall there. That's right. And then he's basically saying Apple has not made any good software since Forstall left.

Yes. And then Jens in Sweden says, on Tuesday, Ben wrote, yes, Apple has cloud services. And yes, they are serviceable and not an embarrassment like they used to be. But they're hardly the company's forte.

This statement is much too restrained, Yen says. They are all garbage and probably due to no one caring about the back end of these services since the iTunes store was launched in 2003. And then Yen's, this was a very thorough email. He lists five examples of Apple software issues. He actually included screenshots as evidence. And then he closes by saying, since both the important Johns in the Apple universe, Gruber and Siracusa,

have been unapologetic regarding Siri and Apple intelligence. I now expect an Apple focus group like they once had for the Mac pro quote. Can you please help us understand how people want to use voice assistance? We all have our real personal assistance and don't know. Um,

So I read those emails because each of them made me laugh. And then each of them also made me angry at myself for not thinking harder about Apple's failures when they first announced Apple intelligence, because when you really step back and look at Apple's attempts to innovate in software, it's,

There's more bad than good over the past 15 years or so. And to your point earlier, like the iPhone, all of the best software on the iPhone comes from the app store. And so even making modest improvements to the iMessage experience has looked like a Herculean task for Apple over the last several years. Oh, it's so bad.

I've convinced you over the years to use WhatsApp. And once you use WhatsApp heavily, iMessage is painful. You look at iMessage like, how is it this bad? Exactly. Again, we're talking about the most valuable company in the world. It's a great example of incentives, right?

WhatsApp is very heavily incentivized to make it a great experience because they have to get you to install it and join it. Apple, it's just there. And it's a great object. Well, and Apple intelligence is just there for the time being. But in terms of actually capitalizing on good AI hardware.

You mentioned empowering the developer ecosystem. So what would that look like in terms of like the practical steps to make that a reality? I think Sergey puts his finger on something important, which is Apple historically, or at least since the next step acquisition,

is amazing at software. The software they're amazing at is the operating system itself. Now, again, there's lots, I'm not going to get into a holy war about all the aspects of OS 10 that are good or not, or Mac OS versus Linux versus windows. There's all sorts of things that are important to different people. What I will say from primarily a user perspective is OS 10 combines a

just a core ease of use with an incredible extensibility that lets developers fill in all the holes or even do replacements, but with a library of capabilities that

and UI elements that makes it all fit together and feel cohesive in a way Windows doesn't. I think I mentioned this before. When I went to Microsoft and had to use Windows, people would ask, how is it? I'm like, I missed third-party apps. They're like, what? Right? The third-party apps on Windows are slap stuff together for a line of business application. It doesn't fit the operating system, but it works. It functions. And Apple ones, you can get a third-party app to replace Apple functionality. Some of this stems from classic Windows.

Macintosh as well that fit in. It looked like it was built by Apple because Apple's frameworks and all these things were so good. And it's all so intuitive to use. I mean, that's one of the reasons it's the most successful company on earth now is like anybody can pick up an Apple and it feels easy and

That is a software triumph. I mean, and I think a lot of people would argue that is less and less the case over time. That was more the case sort of a decade ago, but we're used to it. So it's sort of OK. And and there's still things like, you know, I remember when the when the iPhone 10 came out and had the facial recognition.

And you could look at it and your messages would be – your notifications would not show the message. But if you looked at the phone, it would show the message because it had verified it was you. So it could like safely show the contents of your text messages. And I wrote an article like this is Apple at its best. This is – like it's hardware. It's software. It's this delightful experience that you get by controlling both. And –

The key thing about integration is there's tremendous value to be driven by integration. And another early strategic thing, arguing why the disruption thesis about Apple was wrong, a lot of the examples of disruption are about enterprise examples where people are buying things based on speeds and feeds and spreadsheets, the analytical mind, as opposed to consumers who –

Like to look at their phone and see it expand. Wow, that's so cool. That's delightful. I now have increased affinity for this company that gave me this experience. And you deliver that with integration. And you can – integration people – the first iPhone depended on integration. It was so, relatively speaking, underpowered and had so little capability and the battery life was so bad, you had to wring everything out of the operating system to make it work.

Like the early Androids were just horrific in terms of these sorts of things because they were trying to do a modular approach when the stuff wasn't good enough. You fast forward today, it's good enough, right? But the other thing you get with integration is surprise and delight. That is really compelling. The thing with integration, though, is...

It's dangerous to integrate too far because the further you integrate, the more brittle everything becomes because you're tying stuff together. Part of the whole magic of integration is you can use duct tape and glue and get it to work and deliver something that people who are trying to use standardized interfaces and Lego type constructions can't do. Right. But a Lego type construction is sturdier than trying to glue something together. Right. If you're going to build one of those five foot Lego things, uh,

you can do it because Legos stick together in a predictable, structurally efficient way, trying to do it with like sticks and glue and popsicles or whatever it might be. You're limited in actually how big you can get. And I think this is, uh,

a failure case for Apple and for integrated companies. They try to integrate too much. So Apple's now, it's not the integration of hardware and software. It's hardware, software, and services. And now we're dependent on iCloud. And that gets to Sergey's point in here. And, and it was really rough for a long time. And I'm going to take a middle ground. It's mostly functional. Although there's an app I was using this week where iCloud sync was, was failing on it. So who knows? But, but there's your extending yourself into things that are hard to do that work.

really reap no benefit. What's the benefit to Apple? Oh, they can make more money. They can lock more... They can lock you in on further levels, and the apps are tied to iCloud, and you have to use iTunes billing or an app store billing. It's...

It's less about delivering a compelling user experience and more about what's good for the company. Right. Well, and also you're assuming full responsibility for what's now a failed product rather than –

again, there's reasons to do it that way. I think with Safari in particular, I'm somewhat sympathetic to Apple's desire to control rendering technology given how deep that goes into the operating system and the impact and everything like battery life and stuff like that. But when you're controlling, you know, but you're also, you're cutting off innovation. You're not developing features because then people have to build apps instead. Like there's lots of problematic, lots of problematic aspects to this. And again,

Apple intelligence is this trend taken all the way to its very problematic end, which is we have to do it. We have to do it all. And my argument is, no, you don't. Google needs to do it. Google's entire theory of the case in many respects for Android is the unification. They have their own point of integration. It's the operating system and their services. They work seamlessly together on an Android phone.

Not compelling enough to switch to Android for a lot of people, but it is a better experience. If you use all Google stuff, Android's painful if you use not Google stuff, just like if you use Exchange or iCloud, God forbid, or whatever. But if you use all Google stuff, it all works. That's what you expect from a point of integration. But now you add on AI, and Google has this amazing infrastructure advantage in the cloud. They have like...

they can deliver things more cheaply and more efficiently. So they can credibly start to offer this. And if you have all your stuff in Google, you go all in on Google. I fully expect Android is going to deliver a really compelling experience for

In the next few years. It's going to get really amazing. And Google Assistant is going to know a lot. And is going to actually be able to do the demos. That Apple show. It's not a demo. The videos Apple showed and could not demo. Google will demo and ship. That's right. Because that's what they're good at. That's their point of integration. What Google can't do. Is they can't.

you're going to be dependent on Google. You're going to be dependent on Google's cloud. That's how they're going to pull this off. They're going to pull it off on high-end devices and on low-end devices and everything in the middle. They're not going to assume you have good hardware. Sure, they'll say buy a Pixel phone. It'll be a better experience. It's not going to make that much of a difference because their model is it has to run everywhere. Apple's bit is, oh, we have hardware. We can do it on device. Here's the problem. If Apple's doing it all themselves, right?

who's the winner from doing it on device? Apple, because they don't have to pay for the servers, right? They're internalizing the benefit of having good hardware by basically being cheap. The problem is it's going to be worse because it's running a small crappy model on a very low-powered process or relatively unpowered. Well, actually, the processes are very powerful. On women without a memory is the real issue. And okay, we'll do it in private cloud compute. That is certainly a cost center for Apple, so that is a little more credible. But

It's interesting that their whole approach, actually, the benefit accrues to them in saving money relative to Google, who has to do it all in the cloud. But if you do it all in the cloud, you get better performance and you have all this stuff there. So Apple is, in some respects, from a product capability perspective, already has an arm tied behind their back by trying to do it on devices. How could you actually, though, benefit from doing it on device? Well, what about third-party developers?

Are they going to pay? It's really expensive to have a cloud service. You have to pay for GPUs. We just want like one guy operations like Marco Arment and Overcast. How can he have AI in his application? He's like this. Well, what if he could run it locally? If

If it's locally, it's free. You have to pay for the electricity, but that doesn't really count, right? It's effectively free. And Apple can credibly promise a certain level of performance because they control all the hardware. It's going to be A18 or better. And Apple can do things like, oh, we know this is being installed on what kind of device? It's going on a Mac or it's going on an iPad or it's going on a computer. And we can –

you know, sort of gate different capabilities and functions based on the device that it's going to. And oh, by the way, we can have this backup to Apple Compute and we'll sell that to you as a developer. You can make a subscription app and that will help you pay for this. Like there's, it's just a very, having,

From an Apple perspective, from an Apple intelligence perspective, on device is a detriment. It makes a worse service relative to Google. From a developer perspective, it's amazing. I get free inference. So even though it's crappy, it's free. That lets me do stuff I couldn't do otherwise. And Google can't deliver that because they don't know what the devices are. They don't know if it's good or not. So they're all cloud and it's all Google. Apple, why do they want to compete with Google at what Google is good at?

It's strategically nuts. What they should do is capitalize on what they're good at, which is predictable high-end hardware that they can deliver to developers to create things that no one could imagine or think of because they have it for free. It's right there, a new capability. All the Apple intelligence models that are running on an iPhone should be purely open to developers. Don't gate it. Don't make it.

image playground that's a piece of garbage and it's all edited and censored and oh you could implant this in your app who wants that no give them the pure model even if it's crappy see what people can do with it right even if they do stuff you don't like that's not your problem you're a platform they're that's the app maker's responsibility you deliver the api you deliver the credibility and you let the developers solve this problem just like they solve the problem for the mac

Back in the day, they created VisiCalc. They created Photoshop. And the problem is Apple is led by people, number one, who I think are scared of third-party developers, or two, have grown up treating them like garbage and then still serving them anyway. What they need is developers to come in and do things on an iPhone that they can't do anywhere else because...

Because Apple makes amazing hardware. It's an amazing opportunity. The whole AI space is crying out for products. It's crying out for imagination. It's gated by the fact you can't iterate and experiment because this stuff costs on a marginal basis. Apple can solve this problem not just for them, but for the entire industry, unleash an entire wave of innovation. And I don't think they're going to because the executives...

mindset about developers is totally screwed up and we've been warning about this for ages. This is the final payoff for treating developers like crap for 15 years. It's not just that developers dislike you. It's that you've learned it's okay to treat them like crap and it doesn't impact you. Guess what? It's going to impact you now.

Yeah, well, and I mean, I go back to the email from Jens and his mock focus group. Can you please help us understand how people want to use voice assistants? We all have our real personal assistants and don't know. Offloading that responsibility to an ecosystem full of developers seems like a win. And it's one of the reasons this conversation is interesting to me.

And your argument is worth reiterating just because my gut instinct is that a version of this story applies to AI innovation more generally, where the more widely dispersed approach to innovation is going to create better products than an ecosystem that's controlled by a handful of large companies. It's an amazing opportunity. Again, the whole industry is crying. You could imagine...

entire products of AI products that start on an iPhone. Where people have access to this free inference, they experiment. This is where everybody does their computing these days. And then people come along and say, oh, now what if you do this on a data center with huge things? And these ideas are, it could be this tremendous well of innovation. Apple is the only company that could deliver this. And this is why I'm passionate about it. It's because Apple is so screwed up

in my opinion, psychologically about third-party developers and in opposite directions that the cost, this is the company that used to lead the way, that established, that led the way with the GUI, that led the way with the iPhone, that led the way and they have an opportunity to lead the way for,

for AI product development. Again, they don't need to lead in models. Models are being commoditized. There's lots of models out there. It's a better business for them to not try to lead in models. They could do so well in AI without spending all this capital expenditure everyone else is. There's open source models out there. In Apple, there's a part of them that gets it. One of the interesting people that they sent studios to, they sent two 512 gigabyte memory

studio max to the guy who started, I think EXO labs or something like that. Basically it's software that lets you connect two max together so you can share the memory pool.

And he's up there on Twitter showing two Mac studios running the full version of deep seek R one. Like it's the performance isn't amazing, but it works. And it's incredible that it works. And this is only going to get better. The capability of a model that can run on an iPhone, even in 16 gigabytes of Ram is going to get better and better. Like, like this is something where you,

Steve Jobs used to love the Gretzky quote, you skate to where the puck is going. The puck is going to an amazing place and Apple itself is holding itself back by saying we will do it. We will make the apps. We will make Apple intelligence. Despite the fact, number one, there's no evidence they can actually do this.

either now or historically. And number two, the whole idea is no one knows what needs to be built. You need to harness the crowd. You need to unleash developers. That's what I find really interesting. I mean, because the Apple mistakes are obviously...

in the context of Apple's history and Apple's present and their future. But there's also a parable here. Google is capable of doing this, but they're not going to invent everything that needs to be invented because they're one entity. You need experimentation. You need to unleash developers in a way that happened in the 80s. When PCs came along, people didn't know what they'd be used for. You needed developers just making stuff, all this stuff, like the whole desktop publishing thing. When the Macintosh was created, yeah, they had Mac Paint, but no one actually thought that had to be invented by someone.

because there was a platform on which to build. Platforms are the most valuable entities there are because they don't just make money for themselves. They unleash and create the conditions for innovation. Apple used to do that. They don't anymore. Yeah.

Yeah, yeah. Well, and it's to me, to me, it's a parable about the value of diffuse knowledge and access. And then also the Apple intelligence disaster is the risk of going the opposite direction and being really controlling, really risk averse and trying to do all of it yourself.

So unfortunately, you've just given me a lot of different reasons why Apple is not going to adopt any of your suggestions this week, which did make me more excited for the future of AI. And I hope that at some point Apple comes to its senses on this front because it might be a leadership transition at some point. Honestly, like it just there's.

And Apple's great, right? They're making a lot of money. There's, there's, this is the hard thing about making changes, you know, like, like who is going to be the site in Adela that comes in and says, no, we actually windows centricity is well and truly dead. We have to go forward. You know, Tim Cook has had a better run than Steve Ballmer for sure, particularly from a stock price perspective. But, uh,

There's an old mindset that needs, there's an old, there's a somewhat old mindset that needs to go. And there's an ancient mindset that needs to come back. Yeah. That makes sense. Yeah. I mean, look, they're locked into a business model that has made developers hate them and mistrust them. And they're now making so much money in that area. I just, it just occurred to me. The Microsoft analogy actually goes deeper. Satya Nadella, the original Microsoft was a developer tools company.

And that's in many respects what Microsoft, Satya Nadella took them back to, away from the Windows company, back to being a developer company. Apple, in this regard, needs to get away from being the app store iPhone company and back to being the platform company. It's not perfectly analogous, but there is a bit where companies don't become new things. But what you can maybe hope for, and Microsoft gives you hope in this regard,

is you can dig up old things and become them once again. Return to the DNA. Yeah. Okay. Well, that is an optimistic note to end on. So I'll take it. Maybe Apple, it may take a change in leadership. I think that is a good take to go out on. In any event, we will revisit all of this in the weeks to come. A lot to chew on. Yeah, I know. We did a lot of Apple the last three times. But the reason I messaged at you is because I have a week.

you're relatively, relatively new to tech. It's new to sharp tech, but I think this is in a context that actually undergirds so many of our conversations that it is worth sort of getting on the record. And I think it's sort of more pertinent now than it's been in a long time. A hundred percent, particularly as the stakes for developer relations get higher in the years to come here.

I did want to end. Jens had a postscript to his earlier, very comprehensive takedown of Apple and its cloud services. He said, Sharp Tech is one of the highlights of my podcast feed, together with the F1 podcast, bring back V10s.

Please keep it up. We will keep it up, Jens. And thank you for making me aware that there is an F1 podcast called Bring Back V10s. That's a great sentiment, a true hardcore F1 sentiment. I've never listened to it, but I already like it. Exactly. They get an endorsement from the both of us.

All right, Ben. Well, on that note, enjoy the Australian Grand Prix this weekend. You've been sandbagging very hard about all the success that Red Bull and Max Verstappen are not going to have this year. No, I mean it seriously. I know. McLaren, McLaren.

McLaren, the only reason they didn't win last year is because it took them until seven or eight races in the season to start to dominate. They're going to dominate from the beginning. It's not going to be close. There you go. Congrats, Lando Norris, on your 2025 driver's championship. No, my hope is Oscar Piastri is the one that actually ends up winning.

which would be amazing i'm an oscar fan australia's own oscar piastri uh in the meantime continue sending us emails email at sharp tech.fm ben have a great weekend and i will talk to you next week talk to you later