Mark Gurman

I mean, I'm not sure.

That's what his employees who are sort of revolting internally about this were looking for.

I think they were looking for Tim Cook to take some sort of stand here, and he really didn't.

From his perspective, he's scared to upset Trump and get tariffs and other policies slapped onto Apple's business.

So you'll see him continue to do what he's doing because –

This is not about taking a stand at this point for him.

This is about protecting the underlying business.

And the results speak for themselves.

The underlying business seems pretty well protected.

cook gets to keep his job right at least for now um this is a massive massive massive quarter uh this is a home run their greatest quarter ever by orders of magnitude it's a gigantic beat on overall revenue uh china is back uh you have a big beat on um

The iPhone, in particular, $85 billion quarter is just insane.

The installed base, $2.5 billion.

The numbers are just beyond excellent.

We can ignore the fact they missed on wearables, home and accessories.

We can ignore the fact they missed on Macs.

We can ignore the fact that they barely crossed expectations on services.

I guess none of that matters when the iPhone is selling so well.

But still, there's the big existential question of what's next.

It's an important question because of AI, and Apple absolutely needs to figure out its AI strategy.

There needs to be an AI reckoning of some sort there.