Tim Cook

“Cook couldn't, couldn't make it to 95 in the seat, but Ternus, I think he got it, what it takes.”

“Even though he's taking the step back out of the CEO role as executive chairman. He's getting paid CEO-level money”

“That feels more like co-CEOs to me than it does. Like one person's the CEO and the other person's the executive chairman.”

“It does seem like cook will actually be very active. He's getting a new office. He's going to be on campus. It's not like the typical sort of executive chair.”

“And then obviously brought in people like Tim Cook, who are pure systems guys, no innovation.”

“This is my being really cynical snarky, but the cynical snarky take is in about 15 years, you can supply chain optimize the hell out of a company and make stock go way up, but then Apple better figure out how to not be Nike, right, and come up with the innovat…”

“Like the system on a chip, the SOC decision, I think will go down as one of the most strategically important technology decisions that happened in Silicon Valley in this era.”

“So I'm going to bet that it's kind of one of these accidental genius moves, right? Which is that he goes down in history and Apple looks Fucking great, because they avoided a incinerator box of cash, and they're gonna be on top in 10 years.”

“When you have Tim Cook coming into the Oval Office with a gold gift for Trump, this reminds me, I spent a lot of time in third world countries, cronyism and favoritism. I mean, it's just, I mean, it's appalling. But people think this is what you have to do to …”

“You had the hyperscalers and the big companies, they FOMO'd too. They FOMO'd just as hard as Leopold did, right? If not harder. So this isn't just him. It's the whole world collectively saying, fuck, I gotta go all in in AI. And it's, and who had the guts, you…”

“They're calling it a field trip because Tim Cook is going, Larry Fink, Stephen Schwartzman.”

“This is a transition plan with John Ternus, who we should talk about, taking over as CEO, and Tim Cook staying on as executive chairman, and him taking on some of the going to the White House diplomatic kind of roles.”

“The CEO job that John Ternus is inheriting is not the CEO job that Tim Cook inherited. Like, this is more of an alphabet moment, I think, for Apple. Like this is a three trillion dollar, four trillion dollar company that is, you know, has an enormously importa…”

“If you're executive chairman, then if shit goes wrong, you can step back in. Yeah. It's not a full transition.”

“Tim had been telling everyone he knows how tired he is for years, and how he doesn't want the job anymore, and how exhausting it is.”

“I think it will still be very much a cook call, you know, how they're deciding, what are they doing with their manufacturing? What are they doing with their China business”

“You look at the guy who would have been CEO if Tim Cook didn't stay so long. I'm not saying he shouldn't have stayed so long. He's done, obviously, a fantastic job for shareholders and employees and what have you, would have been Jeff Williams.”

“Tim Cook has stepped down as the CEO of Apple and John Ternus is going to replace him as of September first.”

“Since Cook took over is really an operations company, right? That's how he steered the company post jobs, and he left all of the other hardware and the software stuff to his deputies, right?”

“It's going to be one of his biggest legacies is he kept Apple, whether it was through his showdown with the FBI around privacy The navigating, like, the tough political waters that a company like Apple does. Right. For better or worse, right? Because certainly…”

“I don't think enough credit goes to the investment in Silicon and, you know, whatever M chip you have in your laptop right now was a massive shift. I mean, it's like what they're now able to do in laptops and computing because they own that full stack. That's …”

“The one thing that's been interesting under Cook recently is that Apple's been very leaky. I mean, it went from a company that never leaked to like a company where like you kind of knew what was coming all the time.”

“There's like two main things that I think I'd come up with. One, building around the iPhone. Taking that moat and just building so much around it. AirPods, Apple Watch, Just extending that ecosystem to so many things. And then I think the operations and becomi…”

“Then he will be seen as the person who was so myopically focused on what they did well that he failed to create a culture, because we know the culture is not ready to build AI, failed to create a culture that could do this in house. And I think that's evidence…”

“When people ask me what's the difference between Tim and Steve, the reality is that's not the right question. The question is what's the same things between Tim and Steve. And you know, their work ethic, they worked harder than anybody. They were completely fo…”

“To get kind of the holy grail of the large scale organization that's still innovating, either you need two people involved who are able to balance each other. And by the way, you could say this is like Steve Jobs and Tim Cook, you know, would be a canonical ex…”

“This is the last year, I think, for Tim Cook. Just, you know, not based off of any, anything more than reading the reports, but I think he's done.”

“Tim Cook announces on first quarter conference call that he's leaving the company at the end of the year.”

“I would argue that Apple, who's historically been an amazing storyteller, is not currently an incredible storyteller because Tim Cook is, like, 11 out of 10 operationally”

“I don't think Tim Cook is actually going to leave leave. I think he would become, yeah, like chairman.”

“But between that departure and this mega byline story in the FT I could see Tim Cook realistically leaving in Q one in 20, 26. I think that's a real thing.”

“Laureen is clearly in team open AI in this In this battle playing out. And that, you know, she has had longstanding, obviously, relationships with Altman, and it's all relational, but I think it's interesting. And I do think that there's a time when it would h…”

“He was making a hundred million a year a few years ago. Then everyone flipped out, and he had no choice but to cut his pay because they were kind of sick and tired of the backlash, right?”

“So it's their job, but there's no way it's this year. Unless it's a health issue, there's no way it's going to be this year.”

“The reason why Apple hasn't done anything interesting in like, you know, nearly a decade is, is, you know, they've got a not visionary at the head. Tim Cook's greatest supply chain. And they're just plowing the money into buybacks.”

“You saw some very truly hard cast liberals who have now completely embraced President Trump. Folks like Tim Cook, folks like Bill Gates, and I think that that's an incredible testament to him and his agenda.”

“They do their own supply chain study, sort of Apple internally, and realize that they're investing fifty-five billion dollars a year into Chinese factories, and once they've sort of established this, and they realize, like, how much that could mean to local an…”

“He's solving the most important problem for that company, which is not the application layer in artificial intelligence, it's the supply chain. And keeping the flows, flow of iPhones.”

“One of the, you know, things you could say about, you know, Tim is his, you know, his willingness to kind of break the mold of Apple only shifts perfect products, but, you know, be willing, be being willing to ship the You know, the vision pro you know, it sho…”

“I think politically it would be smart to announce it, even though it's impossible. I think Tim Cook is such a straight shooter that he just couldn't pull it off with a straight face because everyone was, no, it's absolutely bullshit.”

“As Tim Cook says, people think that China is about cheap manufacturing. It's the skills they have.”

“For an early tech team, I almost used, like, this Apple framework of Jobs, Wozniak, and Cook, right? Steve Jobs and Steve Wozniak started Apple together. Steve Jobs was known as somebody who really was great at setting the vision and direction, but also was ju…”

“So in 2023, after the initial decision, Phil Schiller had actually said that maybe we move to a model where Apple takes no commission, but apparently Apple's finance chief had come up with the idea around 27%. Tim Cook sided with the finance chief, Luca Maestr…”

“Tim Cook has done a great job on the share shareholder value creation side, but when it just comes to inspiring a young guy or a young person to take a career in tech, I think the old Apple was Way better at that.”

“If the Democrats take the House, we're talking in 20 months, there will be a corruption committee convened, which will have Mark Zuckerberg, Tim Cook, Sundar Pichai, and whoever talking in great detail, but every penny that was directed, and, you know, and I t…”

“And so, in a weird way, I really respect the way that Tim Cook has handled the entire Trump era. It doesn't seem as dizzying as the Mark Zuckerberg, or the Sundar Pichai, or even Bezos. I mean, it's just cartoonish, you know, in my opinion, to see these people…”

“I do think that it will become more and more clear that Tim Cook seems to be able to generally manage this, like, luxury brand type version of Apple, but it doesn't feel obvious that they have this sort of visionary product leadership that's going to have them…”

“So six months go by and I'm like talking to all these people early in the morning. And I was having a conversation with one guy and I walk away and someone comes up to me and is like, do you know who that is? That guy you were just talking to? And I was like, …”

“Steve Jobs was looking for someone to hire and saw his resume and like saw the IBM track and was like, oh, weird, big company guy, probably not a fit. Then saw that he had taken this job at this little startup, and was like maybe this guy's actually different …”

“He is the CEO of one of the largest companies in the world, and he wakes up at 3:45 every single day and goes and works out.”

“And anyway, he told me there's nothing to worry about because Intel just does not know how to be a Foundry.”

“Tim Cook, I think, could take Apple from a three to a four trillion dollar market cap just by being a little more personable and being like, yeah, the Photos app is terrible. I'm sorry. The alarm app is terrible. I'm sorry. Battery life is terrible. I'm sorry.…”

“You probably need Tim Cook to like nicely retire into supply chain management and promote someone who's a real visionary leader who has a vision for the company that isn't, you know, more efficiency.”

“Tim Cook makes one iPhone for every seven in India, and his goal is to get from one iPhone to every four in India”

“Tim Cook and Apple are quietly one of the most aggressive monopolists in terms of how they build the ecosystem and juice that services revenue and that kind of growth, I think will stall out. I think we're going to start to see some kind of pressure on bundlin…”

“I think for most people they should be 90% Tim Cook, if I'm honest, because survival is the name of the game for hardware. Only when you survive and you pick up in volumes, you pick up in When you pick up the volumes, you can get stronger engineering teams, yo…”

“Tim Cook has managed to get over that, like, because the stock is so hot, you know, it's, it goes up and down, but it's about 10 X from when Steve Jobs ran it, right?”

“Your moral compass should exist at a higher level than, how can I make the most money? And so you may have to, you know, you may have to take stands. And to take an extreme example if Apple and Tim Cook cannot take a stand, who can? Who can? You're the most fr…”

“Initially, the first part of the car project was examining what it would take to acquire Tesla, integrate Tesla, and take Tesla to a new level under Apple ownership. And so they spent a lot of time exploring the possibility of acquiring Tesla. Apple's head of …”

“He implemented a lot of the fail safes for the backup to the autonomy, but he ran into issue after issue related to disagreement, Indecision from top Apple executives, including Tim Cook and really a desire to bring something to market while having this inhere…”