Broadly speaking, Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla are all “technology” companies. Looking more specifically, though, each company occupies fundamentally different categories of tech. Apple is a consumer computing hardware manufacturer. Its primary products are smartphones, laptops, desktop computers, and tablets. Other products that it makes, including the so-called “services,” are primarily accessories to or supportive of their consumer computing hardware: e.g., App Store, Apple Music, and iCloud. Apple’s specific product focus has remained unchanged since its founding as “Apple Computer Company.”

Meta has tried to pivot to the so-called “metaverse,” symbolically renaming the whole company from “Facebook” and continuing to pour $billions every year into the effort, yet with not much more return on investment than Apple’s own “spatial computing”, i.e., Vision Pro. And now Meta is trying to pivot to A.I., pouring a ton of money into that too, but with nothing much to show for it. We’re supposed to be impressed by Meta poaching individual Apple engineers with nine-figure pay packages, which in one sense is impressive, just not impressive in the sense of paying off for Meta. Perhaps it will pay off for Meta in the future. Or perhaps not. Meanwhile, Meta is still practically printing money at its old, core business: selling ads on social media

Jobs did not just make tech products willy-nilly, for no other reason than to maximize profit and stockholder returns. He was always focused specifically on consumer computing devices and platforms. That’s what he cared about, and where his experienced rested. When Jobs left Apple in the 1980s, what did he do? Again, he created a new personal computing platform, NeXT, a combination of hardware and operating system, just like the Apple II, Lisa, and Macintosh that came before. Jobs was innovating… on a theme, almost like a classical composer. Jobs was eventually able to return to Apple and become CEO precisely because Jobs made what Apple needed: a personal computer operating system, NeXTSTEP, which became Mac OS X.

It’s instructive to recall that the iPod, Apple’s second hit product under CEO Jobs after the iMac, was not only a consumer electronics device but also originally an accessory to the Mac.

I feel that McGee and other critics of Tim Cook fallaciously lump Apple in with other tech companies that are not Apple competitors. Tesla is not an Apple competitor. Neither are Nvidia or Meta, or for that matter, Amazon. You have to ask what makes Amazon a “tech” company. Amazon is primarily a retailer of physical goods. It sells those goods over the internet, which was novel in the 1990s but unremarkable today. I can order food online, but that doesn’t make the restaurant a tech company. If any product qualifies Amazon for the label, I’d say it would be Amazon Web Services. This is a business product, though, not a consumer product.

Why are we comparing Apple to Meta and Nvidia rather than to Samsung and Xiaomi on mobile, Lenovo and HP on desktop? Perhaps those markets have become saturated and don’t provide as much room for growth as other potential markets. So what? I get the impression that commentators complaining about Tim Cook’s lack of innovation simply want “growth,” unlimited growth, without any purpose behind that growth, technology without the intersection of the liberal arts, to use a metaphor from Steve Jobs, who always had a purpose, his innovation always oriented toward consumer computing hardware

These ribbons, upon closer inspection, appear to be two layers of machine-made fabric sewn together to form a single piece with one side puffed out like an arch in bridges, the “Alpine Loop” band that symbolizes the Apple Watch Ultra, which was just announced in the fall of 2022. The band is made of lightweight yet sturdy polyester fiber, the band is designed for outdoor activities by threading a metal hook through a hole in the fabric that expands in arch pattern, which prevents it from being pulled out in any direction. The fact that this intricate and delicate band is woven is astonishing.

The “Alpine Loop” uses 520 warp threads, which is far more than the number of threads used in ordinary fabrics, and this first process alone takes about six full days even for experienced employees.

After inspecting the heat treatment process on the first floor of the factory, I asked Tim Cook about his impressions of the company. “I love the the ability to scale something that is so intricate, something that is so detailed. And you know they’re making a lot of these as you can, tell but they’re doing it in such a high quality way. And the yields are very high.”

“They were very flexible, and willing to try new processes, new ways of doing things. This was the first time that this particular process was ever used. And so they have to be very nimble but that nimbleness has to be underpinned by great expertise. And they have that great expertise here. And I can’t stress enough the attention to detail and quality. These are the things that make the products look so great right out of the box.”

Apple prefers to use the term “supplier” over alternatives such as “subcontractor” because they believe in equal business partnership.

“What sets Apple apart [from other companies] is that they let us work as a team. If we have a problem, we spend time together to come up with a solution.” Seiji Inoue, managing director of Inoue Ribbon Industry, spoke from the opposite side of Cook’s statement.

In addition to bands for the Apple Watch, the company also produces handles made from woven paper for “Mac Pro” product packaging. Normally, nylon or other materials would be mixed into paper to give sturdiness, but Apple places importance on recyclability, so they need to make them from 100% paper. The team worked together with the Apple staff to find a way to meet these requirements, and when we introduced a manufacturer that could produce paper, they said, “Great,” and accompanied us to the manufacturer.

The first product they worked on was a band for the Apple Watch called “Woven Nylon.” It took four years to develop. At first, Mr. Inoue was fed up with the high quality requirements. Compared to other industries, the textile industry is not very strict about size control.

at some point the front-line workers became accustomed to Apple’s standards, and are now saying, “We have to do this much, don’t we?” and aiming for higher quality manufacturing. He added, “Apple taught me from scratch about quantification and other things. They taught me how to manage, how to make a table like this, how to do standard deviation like this, how to take data like this, and so on. You can’t learn so much even if you paid someone. But Apple shared all those knowledges sayin we are on the same team.”

Mr. Nobunari Sawanobori, the president of Teikoku Ink, which supplies white ink for the iPhone, once said, “The loss of learning through working with Apple is a bigger loss than the loss of orders from Apple.”

After working for so long with Apple, recently Inoue Ribbon Industry began to make proposal or provide supplement data when they work with other clients, Most of those clients are surprised and delighted.