Tim Cook
11 statements across 5 episodes · 3 bullish · 3 bearish · 4 people on the record · first statement Oct 25, 2024 by Sam Lessin · across every show →
Everything said about Tim Cook, oldest first
Oct 25, 2024 negative
Mar 28, 2025 negative
Ben Smith: House Democrats will convene corruption committees targeting Big Tech CEOs
“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…”
Nov 28, 2025 neutral
Lessin: Laurene Powell Jobs is clearly backing OpenAI over Apple
“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…”
Apr 24, 2026 neutral
Apr 24, 2026 neutral
Apr 24, 2026 bullish
Dave Morin: Cook's executive chairman role represents an Alphabet-style structural shift
“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…”
Apr 24, 2026 neutral
Apr 24, 2026 neutral
Aug 28, 2026 positive
Aug 28, 2026 bearish
Apple risks a Nike-style decline if it relies solely on supply chain
“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…”
Aug 28, 2026 bullish
Sam Lessin bets Apple will dominate in 10 years avoiding AI capex
“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.”