iOS 18.2 is facing significant problems, including frequent crashes, non-functional phone calls, and broken apps like Photos. The issues stem from a lack of rigorous testing and a decline in the company's attention to detail, possibly due to their focus on AI and chip development.
Apple's primary competitive advantage is its vertical integration, combining software and hardware to create products like the M4 chip and the Mac Mini. This strategy provides a unique edge that competitors struggle to match for decades.
Apple's shift towards AI and chip development has likely diverted resources and attention from core software quality, leading to issues like the broken Photos app and other usability problems in iOS 18.2.
Steve Jobs and Johnny Ive were instrumental in establishing Apple's reputation for taste and design excellence. Their absence has left a gap in leadership and a decline in the company's ability to maintain high standards in user experience.
While taste is valuable, it is limited by the number of people with cutting-edge design sensibilities. Without data-driven scaffolding, Apple lacks the systematic approach to catch and fix issues, leading to the current problems with iOS 18.2.
The ongoing software issues could erode consumer trust and usability, making the iPhone less competitive. This decay function, if not addressed, could open opportunities for competitors to challenge Apple's market dominance.
Vertical integration gives Apple a long-term competitive advantage but also makes them less agile in other areas. This can lead to complacency and a decline in the quality of non-core products like the Photos app.
(0:00) Why iOS 18 is broken, how Apple got sloppy (4:30) Apple's worst of both worlds position: no taste, no consumer data scaffolding
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