Tim Cook

“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?”

“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…”

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

“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…”

“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…”

“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.”

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

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

“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…”

“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…”

“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.”

“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…”

“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 …”

“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.”