Regarding the basis of Apple's market cap, I would suggest that profitability ranks a bit higher than privacy. Apple's potential tariff burden was $44 billion annually, reduced to $7 billion after Cook plied the mad king with flattery, gold and cash. Apple had lost $300 billion in market value before Trump exempted smartphones, then immediately regained its $3 trillion market cap.
Privacy is nice brand positioning, but the truth behind it was always that Apple wasn't beholden to "surveillance capitalism" like the other tech behemoths as hardware was their primary profit center. This allowed them to take the high ground on this one, while coincidentally kneecapping Meta and others with App Tracking Transparency - which cost Meta an estimated $10 billion in 2022 alone and hit Google as well. But ATT only blocks third-party tracking across apps and websites - it doesn't apply to Apple's own growing advertising business, which uses first-party data from the App Store, Apple News, etc. Apple claims they don't "track users across apps and websites owned by other companies" - but they absolutely track within their own walled garden for their expanding ad business.
And the iOS 26 removal of Pegasus/Predator detection artifacts right as ICE activates Paragon spyware contracts? Maybe a coincidental bug, maybe what happens when keeping Trump happy is worth tens of billions.
I’ll point you to Apple developing the privacy-preserving CSAM scanning feature which got approved at lower levels and then got pulled back when it actually started hurting their brand. They respond to this stuff and I don’t think perfection is a reasonable bar.
> And the iOS 26 removal of Pegasus/Predator detection artifacts right as ICE activates Paragon spyware contracts? Maybe a coincidental bug, maybe what happens when keeping Trump happy is worth tens of billions.
And if iOS 26.1 or 27 restores previous behavior or does that change the narrative you’ve built in your head and you’ll just say “of course - they just got caught”? If you can’t falsify your narrative there’s no point having a constructive argument - I can’t factually argue you out of a position you didn’t argue yourself factually into.
Your CSAM example perfectly illustrates my point, not yours - Apple pulled back "when it started hurting their brand," meaning they respond to financial and reputational pressure, not pure privacy principles. And you're asking if I'd change my view if iOS 26.1 restores the logging? Sure - that would be evidence it was unintentional [or that pushback raised the costs - see Disney / Kimmel]. But right now I'm looking at documented patterns: $37B in tariff relief, gold gifts to Trump, court findings of deception, and suspicious timing on forensic artifacts. You're arguing from "I knew people there who cared" a decade ago. Which of us is reasoning from evidence that can be falsified?
I’m not claiming Apple is flawless as a company - no individual is and no group of individual is either.
> You're arguing from "I knew people there who cared" a decade ago. Which of us is reasoning from evidence that can be falsified?
A good chunk of the people I know are still there and constantly being promoted to more and more senior positions.
> Your CSAM example perfectly illustrates my point, not yours - Apple pulled back "when it started hurting their brand," meaning they respond to financial and reputational pressure, not pure privacy principles
I think you’re confusing the situation - both things can be true. It can both be simultaneously true that Apple thought they developed a privacy preserving CSAM solution AND that there was enough public blowback that they decided it wasn’t worth it to continue.
> But right now I'm looking at documented patterns: $37B in tariff relief, gold gifts to Trump, court findings of deception, and suspicious timing on forensic artifacts
None of which really means anything in terms of the privacy stance of the company. You’ve conflated the political moment (and perhaps legit malfeasance in dealing with the EU - I haven’t followed that situation closely) with their policy on privacy.
I’m happy to update my priors when presented with evidence to the contrary but I just haven’t seen any. I don’t see how bending the knee to a fascist government that has significant influence over a good chunk of their revenue and regulatory control of their HQ is evidence of them sacrificing their stance on privacy. I see it as being a concerning step but to me that’s more of an issue of the rapidly deteriorating political situation in the US and within that context Apple’s actions matter negligibly.
You see your direct personal experience at Apple as giving you insight into how the company operates. I think that experience can actually cloud judgment - when you've invested years in an institution and know people there, and have some of your own identity tied up in that institution and how it's perceived, you're naturally inclined to interpret ambiguous situations charitably. That's not a criticism, it's just human nature.
As for "bending the knee to a fascist government" not being evidence of sacrificing privacy stance - you're describing the mechanism by which principles get compromised while claiming it doesn't count. When you acknowledge that Apple's actions are driven by "significant influence over a good chunk of their revenue and regulatory control" from a government that's deploying zero-click spyware through ICE, the removal of forensic artifacts for detecting that spyware stops being "just a technical decision" that happened to occur at a really convenient moment.
I don't actually know what happened here in this specific instance - whether the iOS 26 change was deliberate, accidental, or something in between. I'm basing my priors on general corporate behavior and the observation that Apple isn't special, just that circumstances have allowed them to take positions that aligned with what you and I both see as right. I don't doubt the people at the top genuinely believed in those positions when they were cost-free or profitable. But we're past that now.
At some point we'll likely know more - this stuff tends to come out eventually through investigative reporting, court filings, or the Trump administration bragging about it. Until then, I guess we have different base assumptions about how much institutional conviction survives when it costs tens of billions.
But yours does?
I know some fairly high-up folks in Cupertino. They care about privacy more than the median American, possibly the median techie. They overshot in San Bernardino precisely because they were internally calibrated off the political mark.
In my experience, people want to believe they're good, that they're doing good things, and that the institutions they're associated with are good. You say you "know some fairly high-up folks in Cupertino" - taking that at face value, that means either: (a) you're of similar status, in which case they may be personal friends or peers you naturally view charitably, or (b) you're of lesser status and get social capital from knowing high-status people, which creates its own incentives to view them favorably.
But here's the thing: "knowing someone" to some unknown degree doesn't give you access to their innermost thoughts and beliefs. You're inferring their true convictions from their behavior and what they tell you - the very behavior I'm arguing demonstrates something other than absolute commitment to privacy principles. It's easy to believe you'd stand on principle when your financial interests happen to align with it - the real test is when they conflict, and we're seeing that now.
This is actually why having some distance gives _more_ insight, not less. Every white-collar criminal convicted of horrific personal or corporate malfeasance has had plenty of people vouching for them based on "knowing them" - shocked that this person they knew would have done what the evidence clearly showed they did.
The San Bernardino case you cite as evidence of Apple's privacy conviction? That was 2016, when Apple's business interests happened to align with privacy advocacy - their profit center was hardware, not surveillance capitalism like Meta or Google, so taking a stand cost them nothing and disadvantaged competitors. It also came during Obama's administration and Trump's first term, when the costs of corporate pushback against government demands were considerably lower than they are now, for reasons I've outlined elsewhere.
Here's the reality: the theory that corporations act in their financial interest is almost completely predictive. The theory that "good guys at the top" will protect principles when those principles conflict with tens of billions in market cap? Not so much.
Every company works with whoever gets elected. This isn’t new. It isn’t indicative of political support. It’s just how business is done.
There is a triangular structure, where government, corporations, and labor all keep each other in check. The balance between these three represents the golden age of America in many metrics, although attributing that age to JUST this balance is silly.
Happiness, income inequality, trust in institutions, etc. all of it follows this trend. Even life expectancy is dropping! Literacy rates are declining!
Why? A huge part is that this balance is completely shattered. Labor has almost no influence, with corporations consuming 80% of it. Now we are rubbing up against a true fueudal Corporatocracy and the tip of the spear is not shy about that (https://rationalwiki.org/wiki/Peter_Thiel)
>"It’s just how business is done"
I will not just roll over and accept this. It's worse than it ever has been, and the last time it got bad we had a severe economic collapse that led to starvation in the streets. How will it go next time, with the core problem being 100x larger and globally networked? Maybe we should address the problem before catastrophe?
First, I never claimed Cook "supports" Trump - as I said, I suspect he personally loathes him. The point is that corporations are making unprecedented concessions to avoid Trump's wrath.
Second, companies push back on government constantly when it serves their interests. Apple previously fought the FBI over privacy, but more typically companies push back or evade the law for financial benefit, not principles. When penalties are low enough they accept them as the cost of doing business, e.g. Meta's consistent, willful FTC consent decree violations.
Third, openly bribing a sitting president with a 24-karat gold gift is not normal corporate behavior. The Trump administration has used state power to control private enterprise in a completely unprecedented way: tariff threats as extortion, DOJ investigations targeting companies over DEI programs, prosecution of high-profile figures who resist - mostly political enemies so far but Zuckerberg faced threats of "life in prison" before he showed sufficient fealty.
I'm waiting for the whataboutism replies here, and executive overreach was a thing in the past, but Trump has fundamentally changed the character of the US system of government. The enabling environment is unprecedented: a Congress with zero interest in oversight and a Supreme Court granting immunity for official acts. When you combine unlimited executive power with no checks, corporate capitulation isn't "just business" - it's rational fear of an authoritarian using every lever of government to punish dissent.