Wayne Dahlberg

Cook’s leadership has proven astronomically lucrative for the company and its investors. Some may argue his position is bulletproof. But when investors begin to see the high water mark of the best growth-stage value-extraction CEOs in a generation, no amount of historical gains will be enough.

I think we have seen the high water mark of the Tim Cook growth stage. Maybe put hardware SVP John Ternus at the helm to usher in a plan for ARM chips to not only adapt but excel at the discrete parallel processing needs that onboard AI demands, not bundling compute on one dye and sprinkling on RAM.

Looking forward, macOS and iOS redesign need to lean way from, and not into, deeper minimalism. We’ve had a good run since iOS 7, learned what worked & what didn’t. With Ai and declarative computing being the next tech revolution, our operating systems need a touch more humanity and tactility.

Cook’s leadership has proven astronomically lucrative for the company and its investors. Some may argue his position is bulletproof. But when investors begin to see the high water mark of the best growth-stage value-extraction CEOs in a generation, no amount of historical gains will be enough.

Poised for decades of dominance in hardware + software innovation, perfect messaging, user experience unmatched—they didn’t account for the asymmetric threat of the entire human-computer interaction model changing so quickly.

Cook’s leadership has proven astronomically lucrative for the company and its investors. Some may argue his position is bulletproof. But when investors begin to see the high water mark of the best growth-stage value-extraction CEOs in a generation, no amount of historical gains will be enough.

Now they’re faced with a dilemma of a decades-long ARM-centric hardware ecosystem and manufacturing pipeline vision that will suffer in AI without bundling devices with insane amounts of RAM to make up for it. HistoricallyApple starves devices in RAM, so it’s a bitter pill for leadership.

Cook’s leadership has proven astronomically lucrative for the company and its investors. Some may argue his position is bulletproof. But when investors begin to see the high water mark of the best growth-stage value-extraction CEOs in a generation, no amount of historical gains will be enough.

2. They shaped the market around personal computing and polished the experience as much as any company in history. And while focused on serious innovation and next-generation HCI patterns they missed something right under their noses. Even with legions of machine learning engineers, they missed it.

Cook’s leadership has proven astronomically lucrative for the company and its investors. Some may argue his position is bulletproof. But when investors begin to see the high water mark of the best growth-stage value-extraction CEOs in a generation, no amount of historical gains will be enough.

The cracks in the foundation were two-fold: 1. Hiring the best hardware talent in a generation to rebuild the company around a mobile ARM chip architecture that made Apple products appear blazing fast at most consumer computing tasks. They shipped devices that were starved for RAM and hid the specs.

Cook’s leadership has proven astronomically lucrative for the company and its investors. Some may argue his position is bulletproof. But when investors begin to see the high water mark of the best growth-stage value-extraction CEOs in a generation, no amount of historical gains will be enough.

AI slop is everywhere, and I'm here for it. What looks like digital garbage is actually negative training data - a comprehensive map of what not to do. The slop isn't noise, it's navigation. And look how far we've come in just 2 years.