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on september 11, faraday future founder jia yueting posted on weibo, talking about "looking at the 'founder model' and 'professional manager' model from apple's fall conference."

jia yueting said, "after watching apple's fall press conference yesterday morning, many friends may have the same feeling.apple, which has lost its founder, is becoming more and more like a giant that has lost its soul. although it is still on the altar, no one can deny that apple is becoming mediocre. everyone felt that yesterday's press conference was just a waste of time.

'think different', the keyword that once made apple great, has gradually become a slogan with the death of steve jobs. apple without steve jobs has not been able to bring breakthrough innovations for a long time. incremental or extended-line innovation has made apple and other companies increasingly homogenized.

this is a classic example of the recent debate in silicon valley between the “founder model” and the “professional manager model.”

image source: screenshot of jia yueting’s weibo video

jia yueting believes that choosing to pursue current performance or the long-term value of the company is the difference in thinking between professional managers and founders. professional managers tend to be realistic and lack a sense of adventure. their thinking and actions are constrained and influenced by a variety of short-term factors, and they prefer stable business strategies.

great companies cannot just pursue short-term market success. focusing on long-term value creation and continuous change is the dna of the founders and the core driving force of the company's development. founders often have firm beliefs and dare to take risks. they are tenacious and courageous in the face of challenges and even desperate situations.

technology companies need to seek a dynamic balance between disruptive innovation and stable development. disruptive innovation by founders means risk, challenge and uncertainty; the mission of professional managers is to turn the uncertainty of disruptive innovation into certainty and prepare for the next disruptive innovation by the founder.

it is worth noting that luo yonghao also posted a comment on apple's press conference on september 10.

luo yonghao saidapple's press conference was zero innovation. previously, when the leaked pictures of iphone 16 were exposed, luo yonghao complained in the live broadcast room that the iphone has not had any innovation in recent years except for the constant change of the camera placement.

at 1 a.m. beijing time on september 10, apple held a special event with the theme "highlight moments" and launched the latest generation of iphone 16.

the new phone has improved performance and camera functions, equipped with the latest a18 chip, which is optimized for running large ai generative models. a significant change in appearance is that the new generation of iphone 16 is equipped with a photo button for taking pictures and controlling camera functions.

according to apple china's official website,the pricing of the four new phones is exactly the same as the iphone 15 series, ranging from 5,999 yuan to a maximum of 13,999 yuan. pre-orders will also start this friday and will be shipped next friday.

it is worth mentioning thatapple ai's support for the english language will be launched in october, and chinese language support will be launched next year.

nabila popal, research director at idc, believes that although apple's mobile phones launched this year with apple smartphones have many highlights, since apple smartphones do not have complete language support, it is difficult for the new products to bring much growth, and their impact is more to prevent apple from declining.

ryan reith, another idc analyst, holds the same opinion. "consumers will pay attention to apple's smart phones, but today there are gpt and various other solutions that allow consumers to use ai on their current (other) devices, so it is difficult for apple's smart phones to directly drive new consumer purchases." at the same time, he also pointed out that without promotions and large discounts, the development of the ai ​​smartphone market is still very challenging.

some institutions are optimistic. trendforce predicts that the market's expectations for apple smartphones have increased, and coupled with the low base period in 2023, it is estimated that the total output of apple's four new iphone 16 series models in the second half of 2024 will reach 86.7 million units, an increase of nearly 8% year-on-year. it is not ruled out that apple has the opportunity to surpass samsung by the end of the year and become the number one in the annual smartphone production market share for the first time.

daily economic news compiled from jia yueting, luo yonghao's weibo and public information

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