I have the iPhone XR for almost 2 years and the uncased exposed metal rim is virtually flawless. It's details like this that make me love the iPhone and is part of why I'm a longtime investor.
1. I’m sick of charging everything constantly. I feel like my phone, AirPods, laptop and watch batteries are always needing too much attention. I would prefer larger devices with bigger batteries.
2. The screens for these devices are too fragile. The devices are beautiful, but require ugly cases or regular, expensive repairs.
3. There are too many missing devices in Apple’s ecosystem. A pro computer under $3k. A TV. A smart speaker that isn’t crippled. Smart home devices that don’t suck. Apple should stop trying to compete (poorly) with Netflix and should focus on their ecosystem of devices and services.
Capital should be either sunk hugely into the R&D to change the world or should be returned to shareholders to better allocate it.
That said, These guys aren’t playing the game 1 qtr at a time. Not even a year at a time. They play the 100+ year game and likely they don’t see this money as “big”.
That seems very antithetical to Apple's fundamental approach to product design. Sure, they have some first-generation stinkers, but I think it's fair to say Apple tends to err on the side of waiting until they can release something to their standards.
https://9to5mac.com/2020/07/23/corning-debuts-next-gen-goril...