Apple Becomes IBM
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Guillermo Rauch believes Apple has transformed into a company focused on preserving its existing business through restrictive policies rather than innovation, comparing them to IBM and Oracle in their approach to developer freedom and market control.
Key Points:
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Apple's Current Business Approach:
- "Apple is like in the IBM phase of like 'let's preserve what we have at all costs and litigate'"
- "They're almost becoming like Oracle of our generation"
- Their focus has shifted to "terms of service" enforcement rather than innovation
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Restrictions on Developer Freedom:
- Apple imposes significant "constraints on developer freedom"
- They "tax you and only let you run one browser engine"
- This creates an environment where developers can't freely ship their products
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Missed Opportunities:
- "Apple could have shipped Instagram"
- "Apple could have shipped so many things"
- They fail to fix existing issues like "the zoom annoying popover of facial effects"
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Developer-Centric Alternative:
- Guillermo advocates for "a world where developers can just ship"
- This is "the main idea of Vercel" (his company)
- Apple is "constraining" this developer freedom
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Public Criticism as Constructive:
- He's sharing this feedback "in the interest of like open public feedback"
- Notes that Tim Sweeney from Epic Games "had a similar comment"
- Hopes his criticism helps "the company becomes better"
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Camera Innovation Example:
- Despite Apple's control, many successful camera apps have emerged
- Mentions "Haliday camera," Instagram, and Savage as examples of camera innovation
- Suggests there's room for more camera innovation despite Apple's restrictions
Guillermo Rauch
CEO and founder of Vercel, creator of Socket.IO
Guillermo Rauch is an Argentine-born software engineer and entrepreneur best known as the founder and CEO of Vercel (originally ZEIT, founded 2015), a cloud application company that created and maintains the Next.js web development framework. Before Vercel, he created Socket.IO, the widely-used real-time event-driven JavaScript communication library. Vercel raised $250 million in a Series E round in May 2024 at a $3.25 billion valuation and is also the maker of the v0 AI web development tool and the AI SDK.