Patrick McGee
๐ค SpeakerAppearances Over Time
Podcast Appearances
Absolutely.
But do you have a sort of dual CEO position?
Like what happens now?
You know, like if there's a major world crisis involving China and Tim Cook has a different decision making process or a different just notion of what should what should happen, then John Ternus, who makes the call?
You know, the lucky thing would just be that they don't have to have that sort of debate.
But, you know, in the case of Disney, you know, Bob Iger steps steps down and a month later, COVID takes place.
You know, and all hell breaks loose.
And I think within two years or so, Bob Iger is back at the company.
There is many companies who just have not been able to nail this structure where the CEO of a longtime company, you know, 15 years in the case of Cook, elevates to executive chairman and is able to really let the new CEO, you know, earn their reputation and take different decisions.
And, you know, frankly, I think some of the Cook last 15 years needs to be undone.
Right.
I think they need to be doing far more in India.
I think they need to rethink whether they should have bigger operations in Mexico.
But if you're trying to make those decisions and the executive chairman is the very person who put Apple into the current predicament, that is not an easy position to be.
So I don't know what their relationship is, but, you know, it basically just depends on whether it's going to be a tumultuous global economy in the next five years or a calm one.
Yeah, well, they haven't been tested yet.
So, I mean, in a sense, I'm certainly not an Apple investor, you know, in any way.
But I don't think I learned anything yesterday that would cause me to be more optimistic or less optimistic than the company.
I mean, John Ternes has been like the only person people could even think about for the last two years as the possible successor.
I mean, just based on the fact that if you look at like the senior vice president ranking, like everybody else is nearly Tim Cook's age.