top | item 46985790

(no title)

alwillis | 17 days ago

> Macs were only 8% of Apple's 2025 revenue.

If the Mac were its own standalone business, it would rank at no. 134 on the Fortune 500 with $33.7 billion in revenue. Also, that's a 12% increase in revenue compared to 2024.

If anything, AI has brought more attention to the Mac. Just about every major AI app is released for the Mac first. I've seen complaints about it on HN.

The latest is Claude Cowork. It was released for macOS on January 12th; it didn't ship for Windows until February 10th; it's still not available for Windows running on ARM.

It's been nearly a year since Dia launched [1], the first AI browser, and it's still not available for Windows.

We just had the frenzy over OpenClaw [2] with AI enthusiasts lining up at Apple Stores to buy a Mac mini just to run it!

The most popular AI channels on YouTube are almost exclusively using Macs. Apple seems to have enough runway until they get their act together.

[1]: https://browsercompany.substack.com/p/letter-to-arc-members-...

[2]: https://builder.aws.com/content/399VbZq9tzAYguWfAHMtHBD6x8H/...

discuss

pjmlp|17 days ago

Outside US, most people that buy Macs do so because they are developers targeting iDevices, or can afford Apple and want the ecosystem that comes with their iDevice.

An independent Mac business that doesn't have such tie-ins, would sell much less.

deaux|17 days ago

Where you live, maybe. It really depends on the country even outside the US. A lot of it is, to this day, because of things like Final Cut and Logic. Either because they dabble in it as a hobby or professionally.

A lot of the recent growth is developers in general, there's really been a huge shift there. 2010 developers using Macs vs 2026 developers using Macs, if you look at personal devices or workplaces that give them a choice. Biggest driver being Apple Silicon.

re-thc|17 days ago

> An independent Mac business that doesn't have such tie-ins, would sell much less.

For businesses and pro users, it isn't the Apple ecosystem that's the main driver.

Since Apple silicon a lot of laptops are just so far behind in battery life, speed and usability that you wouldn't get it. Often Apple ecosystem was a net negative since most things worked better on Windows but that has shifted.