Big Technology Podcast Apple At A Crossroads: An Interview With GV Partner M.G. Siegler
Sep 9, 2020
In this engaging conversation, M.G. Siegler, a GV Partner and seasoned Apple watcher, explores Apple's evolution from a device maker to a service-oriented giant. He delves into the challenges posed by competition, especially from gaming companies amid the App Store payment conflicts. Siegler also reflects on leadership styles and the impact of personal blogging on his journey. With insights on the future of tech giants and the balance of work-life amidst the changing landscape, this discussion reveals the complexities Apple faces in a competitive environment.
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Apple's Identity Crisis
- Apple's identity is primarily as a device maker, historically succeeding with products like the iPod, Mac, and iPhone.
- Their current challenge lies in balancing this identity with a new focus on software and services while continuing to innovate.
Missed Opportunities
- While Apple has been successful with the iPhone, they have missed opportunities in other areas like voice assistants and autonomous cars by treating them as iPhone features rather than independent platforms.
- Their focus on milking the iPhone's success may hinder their ability to adapt to future technological shifts.
The iPhone Curse
- Apple's success with the iPhone may become a "natural resource curse," hindering their innovation in other areas.
- Their "refiner's mindset" focuses on maximizing iPhone profits, potentially causing them to miss future trends.