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Patrick McGee

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
889 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

And that to me is the most interesting question because, you know, Ben Thompson of trajectory has put this with a nice metaphor.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

He sort of laid time bombs for the next CEO, which is to say the China risk could really blow up and we can go into more detail there.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

And he's not invested really much at all into data centers for AI.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

That might be the right move.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

But if it turns out to be the wrong move, Apple would be years behind the companies that people have been fawning over the last few years with appropriate acclaim.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

Yeah, no, the getting wrong stuff is obviously more interesting.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

And I suppose maybe I would point to two things.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

One, there's just the clear failure.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

So they worked on an Apple car for 10 years and then abandoned the project.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

I honestly hem and haw about whether or not one should point that out as a major disaster.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

Tim Cook's line about it was that we like to fail internally.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

And honestly, I can respect that.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

They put a lot of engineering talent into it and at the end of the day decided not to do it.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

I don't know that we should hold his feet to the fire for that.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

But it's worth thinking about.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

The other one is the Vision Pro.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

I mean, I did the Vision Pro demo and was in awe of this thing.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

Somehow convinced my spouse to let me get $3,500 to spend on the device.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

And after six days, took it back.

Prof G Markets
Tim Cook Sat Out the AI Race โ€” Will the New CEO Pay the Price?

I was writing my book at the time.