Reading up on Tim Cook
12 deep · digging since jan 09
- Apple Reveals New A.I.-Powered Version of Its Siri Digital Assistant
Apple revealed a new AI-powered version of Siri at its developer conference, which was Tim Cook's final one as CEO.
- Apple stock notches fresh record as tech rebounds
Apple stock closed at a record high near $299 as tech stocks rebounded, driven by strong quarterly results and AI trade resurgence.
- Apple, Intel Have Reached Preliminary Chip-Making Agreement - WSJ
Apple and Intel have reached a preliminary agreement for Intel to manufacture chips for Apple devices, with the Trump administration playing a key role in brokering the deal.
- Tim Cook's Impeccable Timing
Tim Cook's CEO tenure at Apple is debated as operationally genius but lacking Steve Jobs-level innovation, with China and AI passivity as core critiques.
- John Ternus to become Apple CEO
Apple announces Tim Cook will become executive chairman and John Ternus will become CEO, effective September 1, 2026.
- Cursor's $60 Billion Escape Hatch - Contrary Research
SpaceX secured a $60 billion option to acquire AI coding startup Cursor, giving Cursor access to Colossus and relieving its dependence on Anthropic and OpenAI.
- How Tim Cook’s Tech Uniform Helped Make Apple Trillions - The New York Times
Tim Cook's unassuming uniform of jeans and a polo shirt was an asset that helped Apple become a trillion-dollar company by projecting consistency and reliability after Steve Jobs.
- A Wish List for John Ternus, the Man Replacing Tim Cook as Apple’s CEO - The New York Times
John Ternus, Apple's hardware engineering chief, will replace Tim Cook as CEO of a highly profitable company that needs fresh ideas to sustain growth.
- MacBook Neo sells out for April as demand for Apple's $599 laptop outpaces supply - 9to5Mac
Apple's $599 MacBook Neo sold out for April, with delivery dates pushing to May due to sustained demand since its March 11 launch.
- The AI Boom Is Coming for Apple’s Profit Margins - WSJ
AI companies are outbidding Apple for components like chips and memory, squeezing Apple's profit margins and potentially raising consumer prices.
- Apple is fighting for TSMC capacity as Nvidia takes center stage
Apple is losing its position as TSMC's largest client to Nvidia, facing capacity competition and price hikes as AI demand drives Nvidia's chip production.
- Apple’s John Ternus Could Be Tim Cook’s Successor as CEO - The New York Times
Apple executive John Ternus, aged 50 with technical and organizational wins, may succeed CEO Tim Cook if he steps down.