Posted by schappim 10 hours ago
As the world undergoes increasing supply chain issues, wouldn’t it be in Apple’s best interest to keep Tim Cook as CEO for a while? Or is he the one who’s looking to transition to a less demanding position?
That focus on privacy pisses off a lot of devs (Yours Truly, included), but I sincerely believe in it. I write apps that Serve a demographic that values privacy.
Apple included.
They're gonna be fine in the AI age just like Costco was able to be a honey badger about e-commerce.
Ternus will be the soldier in the trenches.
I feel excitement for the future of Apple.
There is no question many of Apple's business experienced significant, impressive growth during his tenure. Amazing capital efficiency.
There is also no question Apple lost product velocity. Few new products were launched, and those that were had mixed success.
Tim was, at the end of the day, an elite financial operator. Apple shareholders were lucky to have him. Customers like myself probably have mixed opinions, and it remains to be seen how he set the company up for the future.
* Apple Silicon, the most far-reaching technical transformation in the company's history (probably a bigger deal than macOS itself)
* Apple Pay
* The Watch and Airpods product categories, both of which Apple now dominates.
All while holding on to its position in phones and improving (drastically) its computers.
It feels like a pretty successful term.
I'm just pointing out product velocity slowed. I'm far from the first person to say it, it's just a fact. In the five years before Cook we got first generation Apple TV, iPhone, iPad, and MacBook Air. Your list spans 14 years.
The reality is everyone just wants another hit product like the iPhone, but its success was based on it being a personal convergence device. You can't really create a second carryable/wearable convergence device and expect it to be wildly successful at the level of the iPhone without it killing off the iPhone.
So far that revolutionary approach by third parties has not succeeded against the iPhone, and the evolutionary approach apple takes with the iPhone means there is no clear inflection point anywhere in the future where the phone form factor goes away.
Tim oversaw the launch of the Apple Watch, Airpods, Airtags, Apple Pay, the Beats acquisition (which lead to Apple Music) and the launch of the M series chips.
He's had quite a few product launches under his belt, many of them company-defining products.
Cook absolutely deserves credit for the successful desktop ARM transition, but building ARM processors in-house was in no way something he directed as CEO.
Jobs was likely very burned out on IBM failing to deliver a 3Ghz PowerPC G5 and one with a low enough TDP for a PowerBook.
So he switches to Intel because he needs chips, but the vulnerability still exists, and it's what happened again after the Skylake launch and the ensuing 4 years of terrible Macs designed for silicon that didn't exist.
Steve saw the danger, and probably acquired PA Semi because of it as well as the fact that PA Semi actually did deliver a power efficient PowerPC G5, even if it was a bit late.
Steve had the vision. Cook executed it very well. They both deserve credit.
https://www.npr.org/sections/planet-money/2025/06/17/g-s1-72...
We’ll see how the new CEO sees it.
I don't think this is true. Apple Watch is basically in a market of its own. iPad might have existed before Cook but he turned it into something people actually use for stuff. Vision Pro may not be a financial success but the tech is impressive and it's clear that work will pay off in the near term in other wearables. Apple Silicon is a phenomenal success. Apple TV is no longer a hobby and he's been at the helm while they've developed their entire services business. AirPods rule the headphone market. Not mention the numerous Mac variants he presided over.