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The Financial Times recently reported that Apple (AAPL) may be looking for a new CEO to replace Tim Cook, reigniting the debate around his lack of performance since the emergence of AI. Analysts had been worried about Apple’s slow AI execution and a delayed launch of Apple Intelligence, which itself didn’t impress investors. Many had previously cited Apple’s ecosystem as the reason why the company could afford to take its time in coming up with its own AI offerings. It is now clear that the company has failed to execute its AI strategy, and any mention of a new CEO reignites the debate.
Tim Cook has been a great leader for Apple, but critics point out that his expertise lies not in innovation but in supply chain management and operational efficiency. That is what propelled Apple to become a tech giant, not the underlying technology, which Cook inherited in 2011.
