But, without disruptive new products, sales seem to be stuck in a muted place. And the next swing at big disruption, Vision Pro, starting next year, feels a like a slow build, initially.

Fuck stock market analysts. In one sentence it’s “they don’t innovate.” In the next sentence it’s, “they innovate, but I want them to do it faster.”

How often can you expect a single company to disrupt entire markets? These expectations are not sustainable.