Apple and the Ghosts of Companies Past – Stratechery by Ben Thompson

stratechery.com · 4,232 words · saved by 1 readers

Apple is not doomed, although things were feeling pretty shaky a couple of weeks ago, when the so-called “Liberation Day” tariffs were poised to make the company’s manufacturing model massively more expensive; the Trump administration granted Apple a temporary reprieve, and, for the next couple of months, things are business as usual. Of course that’s not Apple’s only problem: a month ago the company had to admit that it couldn’t deliver on the AI promises it made at last year’s WWDC, leading John Gruber to declare that Something Is Rotten in the State of Cupertino. Still, just because Apple can’t ship a Siri that works is not necessarily cause for short-term concern: one of the Siri features Apple did ship was its ChatGPT integration, and you can run all of the best models as apps on your iPhone. So no, Apple is not doomed, at least not for now. There is, however, real cause for concern: just as tech success is built years in advance, so is failure, and there are three historical exam

Apple and the Ghosts of Companies Past – Stratechery by Ben Thompson Skip to content Apple and the Ghosts of Companies Past Tuesday, April 22, 2025 Listen to Podcast Watch on YouTube Listen to this post : Log in to listen Apple is not doomed, although things were feeling pretty shaky a couple of weeks ago, when the so-called “Liberation Day” tariffs were poised to make the company’s manufacturing model massively more expensive; the Trump administration granted Apple a temporary reprieve , and, for the next couple of months, things are business as usual. Of course that&#

Apple and the Ghosts of Companies Past – Stratechery by Ben Thompson

related reading