This is Brad DeLong's Grasping Reality—my attempt to make myself, and all of you out there in SubStackLand, smarter by writing where I have Value Above Replacement and shutting up where I do not… Apple's Trajectory: Achieving Twin Hyperextraordinary Triumphs, Four Slow-Motion Failures“It just works” no longer reliably working due to quality drift, but mastered chips and China-driven efficiency has allowed its massive success even though it has been free-riding on the fading...
“It just works” no longer reliably working due to quality drift, but mastered chips and China-driven efficiency has allowed its massive success even though it has been free-riding on the fading “it just works” reputation. Treating Apple as a stock ticker with a logo attached, not as a social technology for making computing humane, is a large discourse blind spot. Thus the discourse largely misses how a decade of quality drift, Siri failure, visual-design missteps, and rent-extracting “services” are termites in the walls of the house…Too much of the focus on Apple Computer in THE DISCOURSE is about Apple Computer as a current profit-making and high stock-price operation; not enough on Apple as the “it just works” distributor of high-quality information technology and the translator of new information technology into a form that is actually useful to relatively normal people. Its run since Steve Jobs’s return to the firm is truly extraordinary. And even relative to the truly extraordinary, Apple Computer over the past decade has had two hyperextraordinary excellences of unbelievable accomplishment: its China-centered efficient supply value chain, and hardware in the form of Apple Silicon:
However, it has also has had four major deficiencies. about a couple of them here. Now comes M.G. Siegler to talk about a couple of them:
But there are more. Apple’s deficiencies are, I think, major enough that I believe that any of them would have been likely to sink pretty much any other company as a large profit-making institution, if not as a valuable and successful production network:... Continue reading this post for free in the Substack app
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Apple's Trajectory: Achieving Twin Hyperextraordinary Triumphs, Four Slow-Motion Failures
Friday, 23 January 2026
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