Has Tim Cooked up Apple for the AI Generation ? Jobs up but Steve seems Lacking
by admin
Has Tim Cooked up Apple in the AI Generation?
Apple’s long-time CEO, Tim Cook, has shepherded the company through immense growth—transforming it into the world’s most valuable company and creating more shareholder value than Steve Jobs (AllSides). But as we enter the AI era, cracks in his leadership are becoming increasingly visible.
📉 A Stock That Has Lost Momentum
- Apple’s stock is down about 14–20% year-to-date in 2025, making it the worst performer among the so-called “Magnificent Seven” tech giants (Top AI Tools List – OpenTools, Business Insider).
- In contrast, peers like Meta (+25%), Microsoft (+20%), and Nvidia (+17%) have seen strong gains (El País).
- Wedbush, Goldman Sachs, and others still call it a “buy,” with price targets around $240–$270 (Business Insider).
🤖 Fumbling the AI Relay
- Apple’s response to the generative AI revolution, dubbed “Apple Intelligence”, has been cautious—dripping new features gradually rather than launching all-out in 2024 and 2025 (Entrepreneur).
- Critics say Siri still trails behind Google’s Gemini and Microsoft’s Copilot (Top AI Tools List – OpenTools).
- Top AI executives—including Ruoming Pang—have left Apple for competitors, stoking fears of an internal AI brain drain (El País).
🧭 Leadership: Operations vs. Innovation
- Cook’s strengths lie in logistics and global supply chains—a legacy lifted from his predecessor, Steve Jobs (LinkedIn).
- But analysts argue Apple now needs a “product-focused CEO”, one who can steer faster AI innovation (MarketWatch).
- With COO Jeff Williams stepping down and Sabih Khan stepping in—another operations veteran—there’s fear that Apple may double down on continuity instead of innovation (MarketWatch).
🧪 Possible Fixes: Acquisition & Alliances
- Some analysts urge Apple to buy AI startups like Perplexity AI (valued around $14B–$30B) to rapidly close the gap (Investors).
- Others recommend partnerships with frontrunners like Anthropic or OpenAI as a less risky approach (Top AI Tools List – OpenTools).
🔮 What Lies Ahead
- Leadership shake-up? The board may soon decide if Cook remains the bridge or if now is the moment to install a vision-focused successor .
- AI acceleration? Will Apple respond by redoubling internal R&D, buying in, or both?
- Stock recovery? If Apple proves it can deliver AI features that wow consumers, stock could rebound. If not—theive risk persists.
🧾 Bottom Line
- Tim Cook has undeniably delivered: stock up 1,400%, robust operations, huge ecosystem. But isn’t the key question now: Has he future-proofed Apple?
- In an era defined by AI, operations alone aren’t enough. Apple’s success—or stagnation—will hinge on whether it upgrades its AI ambitions quickly and boldly.
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