Hi, folks. So Facebook is changing its name? Sorry, Mark, Plaintext is taken. And apparently, so is “TRUTH Social.”
The Plain View
This week Apple introduced a set of new MacBook Pro laptops. During the prerecorded launch event, Apple’s engineers and executives made it clear that the MVPs in these new products are the chips that power them: the M1 Pro and M1 Max chips. With 34 billion and 57 billion transistors, respectively, they are the engines powering the new Mac devices’ super hi-res displays, providing blazing speed, and extending battery life. The laptops represent the apotheosis of a 14-year strategy that has transformed the company—literally under the hood of its products—in a massive effort to design and build its own chips. Apple is now methodically replacing microprocessors it buys from vendors like Intel and Samsung with its own, which are optimized for the needs of Apple users. The effort has been stunningly successful. Apple was once a company defined by design. Design is still critical at Apple, but I now consider it a silicon company.
A couple days after the keynote, I had a rare on-the-record conversation about Apple silicon with senior worldwide marketing VP Greg Joswiak (aka “Joz”), senior hardware engineering VP John Ternus, and senior hardware technology VP Johny Srouji. I had been asking Apple to put me in touch with Srouji for years. His title only hints at his status as the chip czar at Apple. Though he’s begun to appear on camera at recent Apple events, he generally avoids the spotlight. An Israeli-born engineer who previously worked at Intel and IBM, Srouji joined Apple in 2008, specifically to fulfill a mandate from Steve Jobs, who felt that the chips in the original iPhone couldn’t meet his demands. Srouji’s mission was to lead Apple in making its own silicon. The effort has been so well executed that I believe Srouji is secretly succeeding Jony Ive as the pivotal creative wizard whipping up the secret sauce in Apple’s offerings.
Srouji, of course, won’t cop to that. After all, the playbook for Apple executives is to expend their hyperbole on Macs, iPhones, and iPads, not themselves. “Apple builds the best silicon in the world,” he says. “But I always keep in mind that Apple is first and foremost a product company. If you’re a chip designer, this is heaven because you’re building silicon for a company that builds products.”
Srouji is clear on the advantages of rolling out your own chips, as opposed to buying from a vendor like Intel, which was summarily booted from MacBook Pros this week in favor of the M’s. “When you’re a merchant vendor, a company that delivers off-the-shelf components or silicon to many customers, you have to figure what is the least common denominator—what is it that everyone needs across many years?” he says. “We work as one team—the silicon, the hardware, the software, the industrial design, and other teams—to enable a certain vision. When you translate that to silicon, that gives us a very unique opportunity and freedom because now you’re designing something that is not only truly unique, but optimized for a certain product.” In the case of the MacBook Pro, he says, he sat with leaders like Ternus and Craig Federighi several years ago and envisioned what users would be able to get their hands on in 2021. It would all spring from the silicon. “We sit together, and say, ‘Okay, is it gated by physics? Or is it something we can go beyond?’ And then, if it’s not gated by physics and it’s a matter of time, we go figure out how to build it.”
Think about that—the only restraint Apple’s chipmakers concede to is the physical boundary of what’s possible.