Is Apple Drifting Towards Systemic Poor Execution?

In a recent blog post, renowned technology analyst Benedict Evans raised a thought-provoking question: is Apple experiencing a “Vista-like” drift into systemically poor execution? The question is rooted in Apple’s recent struggles with innovation and execution, which Evans believes are reminiscent of Microsoft’s Windows Vista debacle. In this post, we’ll delve into the key points and trends Evans highlighted, and explore what this might mean for Apple’s future.

The Vision Pro Headset: A Concept or a Demo?

Evans’ concerns began with Apple’s Vision Pro headset, which he believes was not ready for launch. The headset, a concept or demo, failed to generate meaningful sales and didn’t lead to significant developer activity. Many at Apple are reportedly puzzled by the decision to release the Vision Pro, which Evans sees as a sign of systemic issues.

Personalized Siri Features: A Mirror Image of the Vision Pro Situation

The delay in personalized Siri features, initially previewed at WWDC last year, is another example of Apple’s struggles. Evans notes that Apple typically only shows demos when products are nearly complete, and that the company rarely misses deadlines. However, the personalized Siri features are now expected to ship in late 2025 or later, a significant delay.

A Growing Trend of Launching Stuff Late

Evans points out that Apple’s software release cycle has become less predictable, with delays and failed projects becoming more common. This trend is concerning, as it suggests that Apple may be losing its focus on innovation and execution.

Is This a Sign of a Vista-like Drift?

Evans’ “Vista-like” comment is a reference to Microsoft’s Windows Vista operating system, which was widely criticized for its numerous bugs, performance issues, and design changes. While Evans acknowledges that critics have long claimed Apple is no longer innovative, he wonders if this is still true.

Actionable Insights and Conclusion

While Evans’ concerns are valid, it’s essential to remember that Apple has a history of delivering innovative and category-defining products. However, the company’s recent struggles with innovation and execution are undeniable. To address these issues, Apple must refocus on delivering high-quality products and services that meet customer expectations.

Summary

In conclusion, Benedict Evans’ blog post raises important questions about Apple’s current state of innovation and execution. While the company has a history of delivering groundbreaking products, its recent struggles with the Vision Pro headset and personalized Siri features are concerning. As Apple looks to the future, it’s crucial that the company refocuses on delivering high-quality products and services that meet customer expectations.