What the heck is going on at Apple?

3 retirements and a VP taking an obvious promotion at Meta: not really the "sky is falling" event they try to paint. Tim Cook stepping down would (if it even happens) be a big deal, but he's not the heart of the company. He's been an extremely compentent accountant; enjoy your retirement party and gold watch. And to suggest they are falling behind because they're not investing hundreds of billions in an AI "strategy" that shows no pay-off - while the other tech companies start to scale back their capital investments? I've never been a huge Apple fan as a company but their current situation makes me more bullish than ever.

Calling Tim Cook an extremely competent accountant is an extreme understatement.

He’s maybe the most competent accountant of all time, given how far he’s brought Apple.

You make it sound like Cook does everything at Apple.

His job has been to keep the train rolling and on the tracks. He's very competent at that but the slow atrophy of Apple shows he's not doing anything more than that.

Apple was doing great before he became CEO and it'll do great after he leaves.