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Comment by smeeth

11 hours ago

I'm quite curious what Tim Cook's legacy will end up being.

There is no question many of Apple's business experienced significant, impressive growth during his tenure. Amazing capital efficiency.

There is also no question Apple lost product velocity. Few new products were launched, and those that were had mixed success.

Tim was, at the end of the day, an elite financial operator. Apple shareholders were lucky to have him. Customers like myself probably have mixed opinions, and it remains to be seen how he set the company up for the future.

Things he effectively presided over:

* Apple Silicon, the most far-reaching technical transformation in the company's history (probably a bigger deal than macOS itself)

* Apple Pay

* The Watch and Airpods product categories, both of which Apple now dominates.

All while holding on to its position in phones and improving (drastically) its computers.

It feels like a pretty successful term.

  • Tim was a great CEO.

    I'm just pointing out product velocity slowed. I'm far from the first person to say it, it's just a fact. In the five years before Cook we got first generation Apple TV, iPhone, iPad, and MacBook Air. Your list spans 14 years.

    • One could add the Vision Pro, MacBook Neo, Mac Studio, HomePods, and so on to the list as well.

      The reality is everyone just wants another hit product like the iPhone, but its success was based on it being a personal convergence device. You can't really create a second carryable/wearable convergence device and expect it to be wildly successful at the level of the iPhone without it killing off the iPhone.

      So far that revolutionary approach by third parties has not succeeded against the iPhone, and the evolutionary approach apple takes with the iPhone means there is no clear inflection point anywhere in the future where the phone form factor goes away.

  • Yes, a very successful CEO and he secured a great legacy. I was skeptical when Jobs stepped down, but under Cook innovation did continue, but primarily in hardware.

  • Also the discipline in not blowing massive R&D chasing AI; but having the machines/architecture best suited to said AI...

> Few new products were launched, and those that were had mixed success.

Tim oversaw the launch of the Apple Watch, Airpods, Airtags, Apple Pay, the Beats acquisition (which lead to Apple Music) and the launch of the M series chips.

He's had quite a few product launches under his belt, many of them company-defining products.

  • The M series transition was perfectly executed, but that trajectory was set up before Jobs left when they went all-in on in-house semiconductor design.

To me, Tim Cook has turned Apple into a company that is both “doing amazingly well” and “in urgent need of a radical change in direction” at the same time.

We’ll see how the new CEO sees it.

FaceID, AirPods, Apple Silicon, Vision Pro (though it was flop was a good try). Overall, I would actually place Tim above Steve in terms of business, although maybe not from a Human Computer Interaction design novelty perspective

What did they shut down? Aperture comes to mind, anything else?

  • Many of their acquired pro tools, and pretty much all of their server hardware and software, though much of that started before Cook took over. Plus the Mac Pro missteps were on his watch, as well as the current cancellation. Apple seems more and more unwilling to invest in niche hardware like the Mac Pro, except where they see it pushing the platform forward, like the Vision Pro.

>> Few new products were launched

I don't think this is true. Apple Watch is basically in a market of its own. iPad might have existed before Cook but he turned it into something people actually use for stuff. Vision Pro may not be a financial success but the tech is impressive and it's clear that work will pay off in the near term in other wearables. Apple Silicon is a phenomenal success. Apple TV is no longer a hobby and he's been at the helm while they've developed their entire services business. AirPods rule the headphone market. Not mention the numerous Mac variants he presided over.