彼得·蒂爾:蘋果的好日子到頭了
億萬富翁、Facbook的董事、康納德·特朗普的支持者不久前在接受《紐約時(shí)報(bào)》采訪時(shí)表示,蘋果的高增長之路正在終結(jié)。他認(rèn)為,這家公司的市值增長潛力已經(jīng)到頭了。 采該蒂爾的《紐約時(shí)報(bào)》記者瑪琳·唐恩(Maureen Down)跟他做了一個(gè)“確認(rèn)還是否認(rèn)”的游戲,其中一個(gè)觀點(diǎn)是:“蘋果的時(shí)代結(jié)束了”。 “確認(rèn)!”蒂爾回答。 他接著說:“我們都知道,智能手機(jī)的是什么樣子,能做些什么。這不是蒂姆·庫克的錯,只是這個(gè)領(lǐng)域不會再有更多的創(chuàng)新了?!? 蒂爾以“不走尋常路”著稱于世,但他對蘋果的觀點(diǎn)并沒有特別不尋常。他認(rèn)為,這家科技巨頭將難以繼續(xù)創(chuàng)新,超越世人已知的iPhone手機(jī)。隨著銷售收入下滑,分析師已經(jīng)開始擔(dān)心,市值超過6,000億美元的蘋果沒有看得見的“下一款偉大產(chǎn)品”,以遏制營業(yè)收入的下滑。 蘋果在上周的報(bào)告稱,未能實(shí)現(xiàn)年度銷售收入和利潤目標(biāo),這將影響到高管薪酬。這種情況是自2009年來首次出現(xiàn),更助長了懷疑者的聲勢。蘋果在今年秋天還宣布,縮減其“智能”汽車計(jì)劃。該計(jì)劃曾被普遍認(rèn)為有可能培育出公司的下一款重量級產(chǎn)品。 彼得·蒂爾以前就因批評科技公司著稱。在2014年接受CNBC采訪時(shí),他說Twitter是個(gè)“管理極其糟糕的公司”,里面“很多人在抽大麻”。(財(cái)富中文網(wǎng)) 作者:Robert Hackett 譯者:Ty |
Peter Thiel has dim prospects for the world's most valuable company. The billionaire investor, Facebook (FB, +0.42%) director, and unlikely friend of the inbound Trump administration shared his belief that Apple's gravy train is coming to an end in a recent interview with the New York Times. In Thiel's view, the Cupertino colossus has reached its market potential. As part of a game of "confirm or deny," Thiel's interlocutor, the Times' Maureen Down, presented the statement "The age of Apple is over." Thiel agreed; "Confirm," he said. "We know what a smartphone looks like and does," Thiel continued. "It’s not the fault of Tim Cook, but it’s not an area where there will be any more innovation." Despite Thiel's reputation as an avowed contrarian, his argument that the tech giant will struggle to innovate beyond the iPhone-as-we-know-it is not exactly unconventional. Amid slipping sales, analysts have voiced concerns that Apple, whose market cap exceeds $600 billion, has no "next big thing" in sight to combat declines in revenue growth. Feeding the flames of skeptics, Apple last week reported that it missed its annual sales and profit goals for the first time since 2009, affecting executive compensation. Apple also reportedly shrunk its "smart" car ambitions, widely regarded as a contender for the company's next blockbuster, in the fall. Thiel has been known to make provocative pronouncements about tech companies before. In a 2014 interview with CNBC, he said that Twitter was a "horribly mismanaged" firm, and that there was "probably a lot of pot smoking going on there." |