Item — HN Reader

Interesting read, but then suddenly there's this passive aggressive paragraph:

Apple stock has taken a beating as of late, in part because analysts have loudly proclaimed that the company is behind Meta, Google, and Microsoft in generative AI implementation. It's not clear why this wasn't a problem when it wasn't first to a mobile phone, a tablet, a smartwatch, or a VR headset, but is with generative AI.

somebody is hurting

2 comments

I also found that an odd statement. If you need a “why” analysts may not feel confident about Apple’s ability to deliver when it comes to AI, look no further than Siri and Apple Maps.

I'll grant you Siri, of course, but why Apple Maps? From my use, it should be held as an example of how Apple can convert a bad launch into a good product.

I find it interesting 'analysts' are looking at Apple's product rather than user sentiment.

If you are only looking at objective metrics, Apple is always going to perform at B and C levels.

If you are looking at fanaticism, they are A++.

I dunno, the tone may be what it is but I kinda see the message re: analysts and their forecasts. Beat the managers, buy the index, yaknow.