Q+A: Apple after Tim Cook: can the next CEO deliver in the AI era?
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What is the main topic discussed in this episode?
Welcome to Fearing Greed Q&A, where we ask and answer questions about business, investing, economics, politics, and more. I'm Sean Aylmer.
What significant achievements did Tim Cook accomplish during his tenure at Apple?
When Tim Cook took over as Apple CEO from Steve Jobs in 2011, the tech company was valued at $350 billion US dollars. 15 years later? Apple has a market cap of close to $4 trillion. Tim Cook is stepping down as CEO and is handing the job to 25-year Apple veteran John Ternus, who, just like Cook before him, has some very big shoes to fill. Remember, this is general information only and you should seek advice tailored to your circumstances before making investment decisions.
How did the transition from Steve Jobs to Tim Cook impact Apple?
Josh Gilbert is Head Analyst, APAC and Middle East at eToro and a regular guest on the podcast. Josh, welcome back to Fear and Greed Q&A. thanks for having me sean how are you very well thank you is this sort of i mean it's not history repeating itself but just tell us what happened when tim cook took over from steve jobs that wasn't exactly a welcome event for many investors though it worked out pretty well yeah absolutely i mean look i think any change in sort of leadership especially at this level and a you know company the size of apple is always going to bring that little bit of uncertainty but
As you say, we've been there before. Cook obviously took over from Steve Jobs back in 2011. And I think a lot of people questioned then what was next. Obviously, you had what was the founder of Apple at the time. Yes, he'd sort of been in and out of that business over the years as well. But again, when you're sort of seeing that founder move aside, that's going to bring a lot of change. But what Tim Cook has done sort of since taking the reins has been fantastic. Nothing short of generational, the share prices has obviously soared over that time up almost sort of 2000% in the last sort of 15 years. So the results speak for themselves. So I think that's worth remembering that when we went from the founder to a new CEO, yes, this is a changing of a guard, but Apple has been here before and that should give investors a little bit of reassurance.
Tell us about Tim Cook. What did he do in that 15 years to make that transition and make it, I think it's the second largest company on Wall Street or thereabouts at the moment. I mean, how did he do that?
Yeah, I mean, look, it's come from everything from the growth of the iPhone, basically making the brand into one that has serious loyalty amongst investors, right? We talk about the upgrade cycle of Apple, and I think that's more important than anything else. that the business has, you know, that constant need to want to sort of change iPhones.
What challenges does John Ternus face as the new CEO of Apple?
I was talking to my housemate just a few days ago, right? And he was sort of talking about, you know, I've paid my phone off, I've paid my iPhone off. And he's like, I may as well get the new one. And that is that sort of constant change, right? That's great. It's just that thought of, okay, well, what should I get the new iPhone? What features are they going to be? And I think that's what he's embedded really well. You know, everything from the cloud, you know, when you think about owning a product of Apple, right? to change from that would almost be a disgrace almost, right? You'd be looked down upon amongst peers for changing to anything that isn't an Apple product.
What innovations and strategies has Tim Cook implemented at Apple?
And I think they keep you so well within the Apple sphere, if you like, everything from the Mac to the AirPods, the cloud, everything, right? You don't want to leave. And I think that's integral. Now we have the services business that's you know, the real growth engine moving forward. And he's left that in a great place, everything from the app store to Apple Music. So I think he's taking the business from something that was, you know, had a great product, great features, but it's now something that's just embedded in today's generation. So he's staying on as executive chairman. What does that mean? Look, I think that means that he's still going to sort of give oversight to the business. It's not just sort of that sudden change.
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Chapters
8 chapters
1
What is the main topic discussed in this episode?
0:06–0:13
2
What significant achievements did Tim Cook accomplish during his tenure at Apple?
0:13–0:44
3
How did the transition from Steve Jobs to Tim Cook impact Apple?
0:44–2:32
4
What challenges does John Ternus face as the new CEO of Apple?
2:32–3:08
5
What innovations and strategies has Tim Cook implemented at Apple?
3:08–3:48
6
How does John Ternus's background influence his leadership at Apple?
3:48–4:55
7
What role does AI play in Apple's future under new leadership?
4:55–5:25
8
How does Apple compare to its competitors in the AI space?
5:25–10:09
Speakers
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