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nthuser | 7 years ago

You have got to be joking. Looking at the revenue numbers, it's clear that Apple is more diversified than Google. The declining iPhone sales are a short term problem. People are just keeping the devices for longer, not abandoning the ecosystem. Their services and wearables are seeing an impressive growth. I think the watch will grow even faster once Apple makes it a completely independent device.

The difference between these two companies is that one publicizes the stuff it's working on and rushes it to market, while the other keeps it all secret until it's ready.

Also, Apple is working on AR glasses(rumored to be announced next year), self-driving car and are making a big push into digital health.

Apple is far from doomed, they still have a lot of room for growth.

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partingshots|7 years ago

Alphabet is doing all of these things and more though no? With much more success too from what I can garner.

Waymo is the defacto number one leader in self-driving, whereas Apple’s self driving unit is having huge issues internally. Similarly, didn’t Verily just receive a $1 billion dollar investment a few days ago with Silver Lake as the primary backer for it’s various life science hardware/digital technologies it’s working on like LiftWare [1], Project Baseline [2], etc?

[1] Liftware - https://youtu.be/cFHwoOkSj7w

[2] Baseline Study - https://projectbaseline.com

nthuser|7 years ago

> Alphabet is doing all of these things and more though no? With more much success too from what I can garner.

Apple has more diversified revenue than Alphabet. Why would you say Alphabet is more successful?. All this tells me is that Apple thinks long and hard before publicizing what it's working on, they won't show us prototypes.

> Waymo is the defacto number one leader in self-driving, whereas Apple’s self driving unit is having huge issues internally with getting anything done.

ALL of Apple's reported problems had to do with the MAKING of a car, not autonomous systems. People just don't get this distinction. We will know how far their system is at the end of this month when the DMV releases their disengagement report. By the way, recent developments indicate that Apple is back to building an electric self-driving car instead of a self-driving platform.

phaus|7 years ago

If they announce AR glasses that look like anything besides a regular sized, normal looking, but super stylish pair of sunglasses running amazing software that always works, with a killer feature that no one even knew they needed, it will be safe to end the tired debate of whether Steve Jobs was the biggest reason that they regularly made great things.

I do agree though that Apple is more diversified than a company that keeps selling super-expensive beta tests that get killed after the first or second try doesn't work.

gamblor956|7 years ago

TIL I learned that contrary to Apple's own statements, it is more diversified than its primary competitors like Google and MS.

Oh wait, no I didn't. Because of those 3, Apple is the least diversified company, and it's major revenue source is driven by a single line of products (the iPhone) which drives nearly every one of its other major revenue sources (i.e., the App Store). The double-whammy effect is part of why investors are so concerned: users not buying new iPhones means that users are also buying fewer apps in the App Store.