I do think it is likely a tad frustrating for Gates to watch his own company pivot and be successful with new initiatives while Apple gets a huge valuation even though its latest efforts have underperformed or, like the HomePod, largely failed in market.

[Apple] needs the support of the U.S. government in the way that BlackBerry has the support of the Canadian government. If not, it needs to think about moving phone leadership and operations to a country that will supply it with that defensive support. If it doesn't do this soon, it will eventually have its phones compromised and that could be the end of much of Apple's iPhone business.

The most recent annoying survey is the one that predicts Windows 8 Tablets will fail because there is no demand for the product. I'm sure a similar survey made a year before the iPhone or iPad would have likely concluded the same thing about those products.

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Apple is becoming more and more like a typical tech firm — that is, long on technology and short on magic. ... Apple is drifting closer and closer to where it was back in the 1990s. It offers advancements that largely follow those made by others years earlier, product proliferation, a preference for more over simple elegance, and waning excitement.

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