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we all worry maybe Tim Cook and Johnny Ive can't pull off what Steve did
the TV will be a computer with the TV as an app
if he comes in and he trains the the executive staff and Larry pagee himself to think about this correctly and they end up with a hundred billion doll Hardware business or A40 billion Hardware business
Bezos starts a retailer online then he starts Amazon web services cloud computing platform then he starts a hardware product Kindle and he's going to space and buys the Washington Post and he buys Tony Shay's company and lets him do whatever the hell he wants to do I mean the guy is in incredible range
Larry Pig did said he took over as CEOs he said stop doing all that stupid stuff no more buying little companies don't stop doing all these little projects let's just do the big things go big self-driven cars satellite networks I mean balloon networks and you know all this stuff he's working on the big stuff
if he comes in and he trains the the executive staff and Larry pagee himself to think about this correctly and they end up with a hundred billion doll Hardware business or A40 billion Hardware business
Google's been making products and forget about Motorola that was just a mistake um but the Nexus products the Q the you know the uh the glass Chast all of the stuff that they're doing they're all over the map they've got some people are good at products some are not
Google buying Nest is a huge win for Google and a huge mistake for Tim Cook to Let It Go no I don't think so uh why so the ladder might be true it might be that Apple should have bought Nest but they don't need to buy Nest Google reason that Google paid 3.2 billion you know the line is it's a a billion dollars for nest and 2.2 billion for Tony so the value of the business they needed Tony ah and uh he's that good he's that good and he's probably the one guy who really uh absorbed and modified an
he's choosing the next CEO which is what's slowing down the process
they maintain control over the industry
Microsoft is a massively successful software company and they're very good at what they do
it's a very profitable company extremely well-run but it doesn't have uh
exchange is horrible product horrible product
he can't recognize a good product he doesn't know the difference between one and the other not a product gu
the problem with bomber is he's not a product guy he's a sales guy
bombers really screwed up the company
gate Gates is smart in a way that surprises most people is an incredible businessman it wasn't just that you know he knew how to code or that he was technically competent he is an incredible business shrew shrewd cun Cutthroat cutthroat driven
what Microsoft created was an ecosystem That Grew on its own accord
Google buying Nest is a huge win for Google and a huge mistake for Tim Cook to Let It Go no I don't think so uh why so the ladder might be true it might be that Apple should have bought Nest but they don't need to buy Nest
they don't have Steve Jobs to push and prod and be unreasonable
Tim really knows how to do a really high quality product Johnny IV really knows how to design it to make it look really cool and so they know how to make the product they don't have to invent it
there's some really hairy things to do getting a screen like that that can be manufactured because they have to sell a television for less than $2,000
they don't want to rush into it they want to get it right
the only company that can figure out how to do that is Apple
the TV will be a computer with the TV as an app
the only way that Apple can be valuable more valuable going forward is to create another product
Apple's got three product lines... Mac, iPhone, iPad... those three big multi-billion dollar product lines that produce a lot of business and that make them a valuable company
there was this period of time where Steve wasn't there and they couldn't do it
we all worry maybe Tim Cook and Johnny Ive can't pull off what Steve did
by the time they were on their fourth CEO after jobs left it was clear there was no direction in the company no sense of product
Apple really screwed itself and really destroyed itself
people started buying Apple twos in order to get vizal because it wasn't available on CPM