John Siracusa

But of course, we're going to ask this other person to be CEO, which it seems unlikely, but you never know.

It's like the Sony TCL deal.

It'll probably happen, but nothing's signed yet.

I think one of Tim Cook's strengths is the sort of bird's eye view of the sort of macroeconomic picture and where Apple fits into it, which is why he's been so successful in making money and all that other stuff.

And it's also part of his blind spots with China because it just makes so much sense in an economic sense.

And it's like, well, the downside, he was not seeing where this could lead.

It's just that the money was too good, as they say.

But like this transition is all about like, I'm sure he has in his own mind

ideally, this is when the transition would happen in terms of stuff I probably don't understand in terms of commodity deals and the way the market is moving and how Apple is positioned and minimizing the impact to the company's economics because there's always going to be some hit during the transition because there's uncertainty and everything like that.

It's got this idea in its head of

here's the best time to make this move.

And it's something that he's probably one of the only people, maybe with Jeff Williams, in the world who even understands, who holds the entirety of Apple's economic engine in their mind and the whole world market and all the political stuff or whatever and deciding, when can we do this switcheroo?

But in the end, it's like...

you know, there's no perfect time.

Like he's going to do the best he can.

He's patient, you know, whatever.

But like, there's always going to be uncertainty during transition.

Uh, he's certainly not going to rush it, but like kind of like the, the blind spot with China, it's like, yeah, everything's great.

You're right about a lot of the things there.

But if you don't pay attention to the downsides, one day you're going to wake up and it's going to be a big deal.