David Heinemeier Hansson (DHH)

And

The design sensibilities that Apple bring to the table are unparalleled.

No one has taste, certainly at the hardware level, like Apple does.

Even at the software level, I'd say there's a lot of taste left in Apple.

But there's also some real sour taste now.

So they have to wash that off first, I think, before they find their way back.

But Apple's been in a mirage before.

I mean, Wozniak and Steve Jobs started this thing in the garage, has great success with the Apple II.

He hands the company over to a sugar drink salesman who tanks the company into the 90s.

He doesn't learn the lesson, spends the next 20 years building up this amazing company, then hands the company over again to a logistics person who presumably had more redeeming qualities than the first guy who put in charge, but still ends up leading the company astray.

Now,

This is the norm.

The norm is the great companies don't last forever.

In the long arc of history, almost no company lasts forever.

There are very few companies around that was here 100 years ago, even fewer 200 years ago, and virtually nothing that are 1,000 years old outside of a handful of Japanese sorts makers or something like that, right?

Yeah.

You can get deluded into thinking that something is forever when you're in the moment and they seem so large.

Apple could absolutely stumble.

And I think they have more reason to stumble now than ever.

They're behind on AI, terribly behind.