How long can Tim Cook avoid taking any risks at Apple?

Under his leadership, Apple hasn't entered any new markets. It's only done one radical overhaul of a product, the ultra-high-end Mac Pro, which represents only 4% of all Apple sales. The most aggressive new product features it has introduced—Siri, Apple Maps, and Touch ID—have had very mixed results.

Wow.  Just because they have not entered into markets that either are controlled by content creators (TV) or where the technology is not quite ready (smart watch).

To say Tim Cook hasn't taken any big swings, Jason Hiner hasn't been paying attention.  Apple just overhauled their mobile OS, called iOS 7, has he not heard?  iOS runs the hardware that is responsible for most of Apples profits.  It was very decisive.  If that wasn't aggressive, I don't know what is.  To aggressively move to 64-bit on hardware and software a year before anyone thought possible is very ballsy.  

The boldest thing Cook has done during his two-year tenure as CEO was to fire Scott Forstall, one of Apple's most talented executives. That's not a great sign. While Forstall was legendarily difficult to work with, he was also one of Apple's most creative and innovative leaders and had a lot to do with the success of the iPhone and iPad. He was rumored to be one of Apple's future CEO candidates, so his departure clearly smells like a battle for control and influence in the post-Jobs era.

These are not moves by someone that is holding innovation back at Apple.  Firing Scott Forstall, while seemingly a political move, is something that needed to be done.  Steve Jobs is a different type of leader.  He was the alpha dog and people like Forstall understood that.  Tim Cook has a more easy demeanor, he will never be Steve Jobs.  Under Tim the organization has to make up for what Steve brought to Apple, innovation.  To do that, there needs to be a cohesive team.  Sometimes in organizations there are leaders that drive an organization to do amazing things, but can't take it farther into greatness because to get to the place they are they had to ruin many relationships on the way.  That was Scott Forstall.  It was probably the best move for Apple.  Scott Forstall is great, but Craig Federighi will take them a lot farther now.  

Source: http://www.zdnet.com/how-long-can-tim-cook...

Platform updates and the rate of innovation

the really interesting thing is that there are now 200m people using iOS7, where last year 'only' 100m people upgraded to iOS6 in the opening weekend.

Apple is truly playing a different game then anyone in the mobile space.  Google has done a herculean effort to own the platform race from a market share perspective, but Apple just keeps moving everyone forward with new technology.  Looking around at all the people around me, most not technical, upgrading their OS's to the latest version.  That is amazing.  You never saw this in the past and Apple is moving hundreds of millions onto new platforms in a week.  Tough to keep up. 

 

http://ben-evans.com/benedictevans/2013/9/23/platform-updates-and-the-rate-of-innovation 

http://ben-evans.com/benedictevans/2013/9/23/platform-updates-and-the-rate-of-innovation 

Source: http://ben-evans.com/benedictevans/2013/9/...