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Ed Elson

πŸ‘€ Speaker
11816 total appearances
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Appearances Over Time

Podcast Appearances

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

What kinds of things would he accomplish that hasn't been accomplished before that would really fundamentally change the trajectory for the company, but also make investors happy with the company and perhaps increase the share price?

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

Yeah, I totally agree with that.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

But what's interesting is that the stock...

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

didn't react that much.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

It was down around two or 3% yesterday.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

And that to me is a big question.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

It's like, you've got the guy leaving at probably the most important moment for this company.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

The AI, the new technology has arrived.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

He's decided to make this very big decision to not invest in that technology.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

And then he's just leaving.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

and giving it to the grandson.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

And yet investors seem to be somewhat okay with that.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

I kind of would have expected they would have been more nervous about that.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

Yeah, he's older, but not too old.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

It's a nice place, nice time to go.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

You mentioned 50th anniversary.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

Both of you guys have studied the history of this company for a long time.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

Patrick, when you look at all of the big moments for Apple in Apple's history, starting with Steve Jobs, the Mac, the iPhone, Tim Cook comes along, the expansion to China, now this.

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

Where does this rank for you in terms of important moments that defined the company?

Prof G Markets
Tim Cook Sat Out the AI Race β€” Will the New CEO Pay the Price?

Waiting for the TARDIS moment.