Tim Cook's Impeccable Timing

Article

• Ben Thompson argues Cook timed his CEO exit perfectly, handing off at peak valuation
• Cook’s tenure defined by China supply chain mastery and services revenue buildout
• Jeff Ternus (hardware/product background) takes over amid AI transition pressure

Discussion

• Cook exits on his 65th birthday — first day eligible for pension, commenters noted
• Critics: China dependency looks less genius now; Cook was instrument of tech transfer
• Apple’s AI lag debated: may be strategic patience while on-device models mature on custom silicon

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