Tim

Tim Cook has been a wonderful CEO for Apple investors. For the United States, not so much

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Filling the void left by a myth like Steve Jobs seemed like an impossible mission, and although Tim Cook has been a radically different CEO than his predecessor, his career has been equally prodigious. At least in financial terms, because with it Apple has become a four trillion dollar titan. That’s one way to look at it. There is another. Financially impeccable. Over the past fifteen years, this logistics genius has refined operational efficiency and managed to turn every iPhone into a ticket printing machine. An amazing fact: With Tim Cook, Apple’s value has grown by 682 million dollars on average per day for every day of the last three decades. The business runs like clockwork, but behind that economically impeccable facade there is an uncomfortable paradox. The factories do not matter, but the processes. Cook’s management has shown that to achieve maximum profit margins it is not enough to create iconic products: you must master the supply chain. And to achieve this, Apple preferred to own processes rather than factories. She delegated all production risk to external suppliers while she developed new hardware products and especially services that expanded the ecosystem and maximized profit. China as a great ally. The pillar of this entire strategy was unusual. Since arriving at Apple as vice president of operations in 1998, Cook opted for the massive scale and cheap labor of mainland China. This allowed Apple to manufacture in massive volumes and at a very low cost, but in doing so signed a blood pact with Beijing. Educating your rival. By fully focusing the manufacturing process on China, Apple invested billions of dollars in training millions of workers. The transfer and transfer of technical knowledge has been of such magnitude that it has elevated China’s economic and technological status compared to the West. Flexible principles. This relationship with China has also been controversial due to how the company has been folded to the demands of the Chinese government in the geopolitical sphere. The App Store removed thousands of applications following direct orders from Beijing, but even more revealing has been the iCloud data transfer of Chinese users to servers operated by a Chinese state-owned company. There is a moral duality that inevitably raises suspicions. Remembering Jack Welch. In The New York Times they remembered to Jack Welch, a manager who was described as “manager of the century” after his management at the General Electric (GE) company. Like Cook, Welch was a manager with a spectacular financial record. He achieved staggering annual returns, but over time he was shown to have turned GE into an overleveraged company that was about to collapse in the 2008 crisis. Hero or villain. Cook has systematically ignored a great existential risk: if the tension of the trade war between the US and China ends up exploding, the impact could be terrible for the North American economy. The threat that China ends up attacking Taiwan could come true and in that case Cook would be remembered as the CEO who handed over the technological sovereignty of his company to his country’s biggest geopolitical rival. It is true that Cook takes time reducing Chinese dependence in the manufacturing processes at Apple, but it is also true that “the damage has been done” and the transfer of knowledge has been enormous. Ternus and a very heavy legacy. Cook’s successor will be John Ternusbut your room for maneuver will be very limited at the moment. Tim Cook in fact is not retiring completely and will become CEO and supervise the management of his successor. That makes it difficult to chart a new course for Apple if that is what Ternus is proposing, which also seems unlikely. The iPhone has changed all of China. The truth is that every step that Cook took to reinforce his commitment to China It made undeniable financial sense. and generated huge sums of money for all of the company’s investors. That does not reflect the other reality, because the iPhone has contributed definitively for China to become the giant it is today. In Xataka | Apple has been giving in to China for years, but this time the price to pay is much higher. Your AI is at stake

Tim Cook will step down as CEO and John Ternus will be the new leader

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Apple management is preparing for a replacement that marks a turning point in the company: Tim Cook will step down as CEO and John Ternus will be his successor. As reported by Apple, confirming the rumorsthe change is part of a pre-planned transition process supported by the board of directors. The appointment will be effective as of September 1, the date on which Ternus will assume the position after years at the head of hardware engineering. John Ternus, current Senior Vice President of Hardware Engineering, and future CEO of Apple Tim Cook will continue to lead Apple over the coming months while working directly with John Ternus on the transfer of responsibilities. Once the replacement is effective, he will assume the position of executive president of the board of directors, a role from which he will continue to be involved in the company’s strategy and its relationship with governments and regulators. The change redefines his role, but keeps him linked to the company’s strategy and certain institutional functions.

If Apple is forced to choose between the United States and China, Tim Cook is very clear about which one he will choose

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Tech CEOs are on tour, and they’re pointing east. a few days ago, Lisa SueAMD boss, went to visit samsung for the first time. The result is a contract for the South Korean company to manufacture the next-generation memory for the American company’s AI platform. For his part, Tim Cook, CEO of Apple, was traveling through China. And, after all the pressures from Donald Trump For Apple to manufacture in the United States, Cook is clear about one thing. China is Apple’s base. The best. believe me. Tim Cook has transcended. Although it seems that he has little left in the position (at some point he will have to retire and John Ternus aims to be the successor), Cook has become an almost political figure. This is demonstrated in his travels through other countries or in the United States itself. His trip to China has consisted of several phases. He first visited the Apple Store by Taikoo Li, but the highlight was the trip to Beijing to meet with the Minister of Commerce. One of the points of the meeting was the bilateral relationship between the two. Because Apple is a huge customer for the Chinese technology industry, but China is also a safe asset for Apple. So much so that, as reported by the state portal Xinhua, Cook stated that “China is the most important production base for Apple, as well as its main source in the supply chain.” China’s pressure. The visit occurred at a time when things are as they are between China and the United States, but also with Apple. The details of the commercial and technological war between the powers are something that we have covered almost daily, but with Apple there is also a mess created due to the commissions in the App Store. China has demanded greater flexibility from Apple on store restrictions and Apple’s response is a reduction in commission from 30% to 25%. It’s just a little bit of giving in and a show of goodwill on Apple’s part, but China continues to ask that they loosen control over the App Store, which translates into allowing more third-party payment options to cut what they consider like a monopoly. Come on, Apple, in the eyes of Chinese regulators, still have homework. And the pressure from home. But at the same time that Cook’s visit to China takes place and it is declared that it is the great base of the company, something is moving. On the one hand, India wants to become the new China, and in 2025 Apple achieved a milestone: that one in four iPhones are assembled in India. Assembling is not the same as manufacturing, where China continues to lead the way. And the United States wants to turn the tables. Within its protectionist policies, Donald Trump’s government is trying to get its technology companies to create value on homeland. Intel’s billion-dollar rescue It was an example of the extent to which the US wants its technology to be manufactured in its territory and the truth is that it is bearing fruit. Apple or NVIDIA already have some assignments for Intelbut these incentives are also encouraging foreign companies such as SK Hynix, Samsung or, above all, TSMC those that are taking over the Americans in their territory. Many millions at stake. But despite the demands and demands, a powerful gentleman is a gift of money, and China is a huge market with great potential. It is evident that we can think that “what is Cook going to say in China, which is wonderful, of course”, but we must not forget that this is a company that, like all others, seeks the greatest benefits. And China not only has the capacity to meet Apple’s needs in terms of device manufacturing: it is a market to exploit. A few weeks ago we echoed how the company’s sales marked the best quarter since the first of 2022ending years of declines in Chinese territory (where Huawei has been making a strong comeback), but it’s not just Apple that is pursuing entry into China. NVIDIA has spent months putting pressure on his government to let them sell the H200s in China. Jensen Huang, CEO of NVIDIA, commented that the Chinese cake is one of 50,000 million dollars and publicly asked the US government to stop being jealous and start collaborating in the name of capitalism. Cook has had a similar message on his trip to China, one supported by Li Qiang, Prime Minister of China who pointed out that if industrial issues are politicized, “the supply chain becomes a weapon, costs will only increase for companies and the momentum for development will be weakened.” In the end, they have gone to puncture where it hurts: the pocket. Images | Tessa Bury In Xataka | The decline of “Apple culture.” Blind devotion has evolved into critical enthusiasm

The question is not whether Tim Cook will soon stop being CEO of Apple, but who will succeed him: Crossover 1×30

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The end of an era is approaching, they say. Or maybe not. The rumors about Tim Cook’s potential “retirement” are contradictory, and if a few days ago the Financial Times spoke about He would retire early next year.yesterday new data they threw down that possibility. But here it happens that when the river sounds, it carries water, and this conversation does not come from now, but from months ago…or years. The current CEO of Apple came to this position in 2011, after the death of Steve Jobs, and since then he has turned the company into an absolute money-making machine. One that, yes, has disappointed with (theoretical) projects like Project Titan, with a Vision Pro that for the moment is still not taking off or with the surprising irrelevance in the AI ​​segment. That’s not the problem, of course. Although Apple has consolidated itself among the three companies with the largest market capitalization in the world in recent years, what it lacks is spark and the ability to innovate. Today Apple continues to depend heavily on the iPhone, although it is true that in recent years the services have given it a lot of joy. That makes it especially interesting to set up a pool with the main candidates to succeed Tim Cook, and that is what we have done in this new installment of Crossover, in which we debate Cook’s career, but also about who can take that baton. And many variables come into play here. From that operational strategy—will the new Apple be more innovative, or will it continue to focus on making money?—to the geopolitical implications of choosing a new CEO. Because let’s face it: This position is not just technologicalbut also political and diplomatic. There is a lot to cut through here, and it will certainly be interesting to see how the next few months go. On YouTube | Crossover In Xataka | Tim Cook has admitted that Apple is “very open” to acquisitions in AI. These are our candidates

We believed that Tim Cook’s days at Apple were numbered. Bloomberg’s Mark Gurman just completely changed that scenario

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It doesn’t matter where or when you read this. It is very likely that today you have seen more than one Apple product around you. Someone answering messages in a iPhone 17 Pro on the Metro, a student taking notes on their MacBook Air in a Starbucks or someone monitoring their physical activity with an Apple Watch during a getaway to the countryside, to name a few everyday scenes. This massification has a name behind it. Tim Cook. And it is unclear how much longer he will remain at the helm of Apple. a few days ago, the Financial Times published that the company was preparing for Cook’s departure next year, giving rise to the succession that has been mentioned in technology circles for years. Now, Bloomberg maintains that That scenario is not so imminent. How is it possible that two such reputable media point in different directions? Let’s analyze the context to understand it better. Hermeticism and calculated silences. Apple is known for its corporate discretion. Not only does it jealously protect the details of its products, but it also leaves little room for knowing its internal movements. There has been no formal announcement regarding Cook’s possible departure. Everything we know comes from specific statements by the executive himself, anonymous sources and analysis by specialists. In an interview with Wired, published December 4, 2024Cook spoke about his future at Apple. When asked how much longer he saw himself in the company, he responded: “Now I get asked that question more often than before. As I get older, as my hair turns gray. I love this place (…) It’s a privilege of my life to be here. And I will do it until the voice in my head says, ‘It’s time,’ and then I’ll focus on what the next chapter will be like. But it’s hard to imagine life without Apple, because my life has been wrapped up in this company since 1998. It’s most of my adult life. And that’s why I love it.” At the beginning of this year, He also participated in the Table Manners podcast. Asked if he would ever retire, he commented: “Sure, but not in the traditional definition. I don’t see myself at home doing nothing, without intellectual stimulation, thinking about how tomorrow can be better than today. I think I will always have that predisposition and want to work. I mean, I was working when I was 11 or 12… You want to be pushed a little. You want to feel a little uncomfortable… I think I will always want to be pushed.” Sources: essential, but not infallible. Outside of those public statements, everything else depends on leaks. People with some proximity to the company—direct or indirect—who share information with journalists under condition of anonymity. In those cases, the reliability of the content depends on the quality, consistency and independence of those sources. Any media that aspires to maintain its credibility should meet these standards. What the Financial Times says. As we say, on November 15, the Financial Times published that Apple was intensifying its efforts to plan Tim Cook’s succession, and that it was preparing for him to step down in 2026. It is the only concrete—unofficial—date mentioned so far. The article is signed by four journalists, including Tim Bradshawglobal technology correspondent based in San Francisco, and attributes the information to “several people familiar with the discussions” within Apple. It is not a slight conjecture nor an isolated interpretation. What Bloomberg says. Bloomberg reacted days lateron November 23, with the newsletter from Mark Gurman, one of the journalists with the best access to early information about Apple. He does not rule out that Cook will retire one day, nor that his successor could be someone like Jon Ternus. But he does state something key: “I think the news was simply false.” According to Gurman, with the information he has been able to verify in recent weeks, it does not seem likely that Cook will leave office in the middle of next year. He even assures that he would be surprised if Apple faced this replacement within the deadlines indicated by the Financial Times. He sums it up clearly: “Yes, Apple will eventually have a new leader. And yes, it will probably be Ternus. But unless some unforeseen event occurs that forces Cook to resign sooner than expected, that time is not close.” So who gets it right? At this point, one thing is clear: we cannot say that the Financial Times is right. We also cannot guarantee that Bloomberg has it. It is possible that each media outlet has access to different parts of the same conversation, or that their sources are showing different angles of the same scenario, perhaps with their own interests. Our role, also as a medium, is to offer the most complete “photograph” possible so that you can form your own criteria. And, with the caution that we are entering speculative territory, it is reasonable to think that there may be internal conversations about the succession, although not all sources seem to agree on what they know, what they think they know, or what they are willing to share. For now, the only certain thing is that Tim Cook is still at the helm of Apple. An Apple that, since taking office in 2011, has gone from having a market capitalization of 350 billion dollars to more than 4 trillion. More than Alphabet or Microsoft. And in that process, it stopped being a brand perceived as aspirational or exclusive to become an everyday, global and omnipresent presence. Just like what anyone can observe today, from a subway car to a university classroom. Images | Apple (1, 2) In Xataka | Tim Cook has admitted that Apple is “very open” to acquisitions in AI. These are our candidates

Tim Cook’s succession

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We know that Tim Cook’s days at the helm of Apple are coming to an end. We have talked at length about his legacy and who are the possible successors. What we didn’t know is when the change would occur. Apple has not confirmed anything, but according to the Financial Timesthe company is finalizing preparations and could announce it in 2026. what has happened. Cook himself has made comments about his departure from Apple in the future and now there are clues that that future could be next year. Company sources have confirmed to the Financial Times that they are “intensifying preparations for Cook to hand over the reins.” Why is it important. It is the most important succession in the technology sector. Cook has been the architect of Apple’s best era; In his 14 years of leadership he has managed to turn it into the most valuable company in the world with a valuation that This year it reached 4 billion dollarsonly recently surpassed by NVIDIA. The change comes at a time of challenges for Apple in which a lot is being questioned your artificial intelligence strategy and its recent bet with the iPhone Air It wouldn’t have turned out as expected.. Despite everything, the latest results were excellent and its shares are in record numbers. The favorite. Tim Cook has already expressed his desire that his successor be someone from the company and from the beginning there is one name that has been heard more than the rest. He is John Ternus, Senior Vice President of Hardware Engineering since 2013, although he joined the company in 2001. In Xataka we had the opportunity to interview him a few months ago about the launch of the iPhone 17 and iPhone Air. Ternus has deep technical knowledge and has been a key figure in the development of such important products as the iPhone, iPad and Apple Watch. Movements. This year there have been important changes in Apple’s leadership. This could be a sign that the time for succession is approaching. At the beginning of the year CFO Luca Maestri was relieved of his position and this summer, Jeff Williams, Cook’s chief operating officer and right-hand man, announced his retirement. As a consequence of this, there have been some responsibilities adjustments. Mainly with Eddy Cue taking over the health and fitness teams and Craig Federighi, head of software engineering, taking the reins of WatchOS. The moment. For now nothing is confirmed, but according to the Financial Times, the announcement could occur at the beginning of the year, although not before the next earnings event scheduled for the end of January. Announcing the new CEO in the first months of 2026 would give him room to establish himself in the new role before the company’s big events, WWDC in June and the launch of the next iPhone in September. Image | Wikipedia, Unsplash In Xataka | Tim Cook has admitted that Apple is “very open” to acquisitions in AI. These are our candidates

Thus changes the most lucrative business of Tim Cook

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The most profitable agreement in technological history has just changed its rules of the game. Google can continue paying Apple for being the predetermined search engine in Safaribut you can no longer shield that position with an exclusivity contract. Why is it important. Judge Amit Mehta has allowed Google to continue its payments to Apple and other distribution partnersbut with a fundamental condition: they will not be able to condition those payments to exclusivity. The company may pay to appear pre -installed, but it will not be able to prevent its competitors from doing the same. In figures. Google pays more than 26,000 million a year for these distribution agreements, with Apple as the main beneficiary. For Google, it is an investment that is worth it: about 40% of its searches in the United States arrive through Safari. And the agreement serves as a deterrent so that Apple does not throw its own search engine. For Apple, it represents practically pure income that are direct to your results account. New rules. Apple is now in a privileged position. You can keep Google as a predetermined option if you are still the one who pays best, but you can also offer that position to Microsoft with Bing, to Perplexity or even several search engines at the same time. It is the passage of a forced marriage to an open market. Smartphones manufacturers are free to preinstall or promote other search engines next to Google’s. Samsung could offer Bing as an outstanding alternative. Mozilla could diversify his options in Firefox. Between the lines. The judge’s decision speaks of a concern for the future rather than for the past. Mehta repeatedly mentions the boom of the generative AI and how Chatgpt The competitive panorama has changed. He did not want to intervene too much in a market that is being “rapidly transformed” by new actors. This caution has saved Google from a greater evil. Justice asked for the forced sale of Chrome and much more severe restrictions. The judge considered that it would be “very complicated and risky”. The market has celebrated the decision with 8% increases in Google and 4% in Apple. Turning point. This failure marks the beginning of a new era in the distribution of search engines. Apple can now experiment with hybrid models: Google for general searches. PERPLEXITY FOR IA Consultations. Specialized search engines for concrete niches. Or simply stay with who pays more at all times. The threat. For Google, the risk is not only to lose exclusivity but also face a permanent auction. If Microsoft decides to bet strongly to conquer safari, the costs could shoot. And if Apple decides to diversify options, Google would lose control over an important part of its traffic. The true winner of this sentence is not Google, who has dodged fragmentation but loses his fort. It is Apple, who maintains its huge income and earns the freedom to choose the best bidder at all times. Tim Cook has just seen how his most lucrative business becomes even more valuable. In Xataka | Browsers prepare for the most radical transformation in their history. One in which the IA will be Outstanding image | Solen Feyissa

Tim Cook’s right hand retires after 27 years in Apple. It does so in full crisis of the company

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The departure of Jeff Williams as director of operations marks a turning point in the Cupertino company. With 27 years in Apple and considered the main candidate to replace Cook, Your withdrawal leave a vacuum in the succession line just when the company is going through One of its most delicate crises in artificial intelligence. An unexpected change at the least timely moment. Williams, 62, announces his retirement after almost three decades building the Apple logistics empire. His march coincides with A talent bleeding that Includes Ruoming Pangthe engineer who led the AI ​​models team Apple Intelligence. The company loses two key figures at a time when its artificial intelligence strategy wobbles. The new figure in charge of operations. Sabih Khan, a veteran who has been in Apple for 30 years, takes the reins as the new director of operations. Khan has been the architect of the Apple global supply chain during the last six years, managing from manufacturing to logistics. His appointment represents continuity in operational philosophy, but also evidences that Apple needs to reinforce its internal structures while still looking for its course in the AI ​​era. In detail. Williams’s departure completely redefines Apple’s succession map. For years he had been seen as The natural heir of cookespecially after its crucial role in the launch of the Apple Watch and the supervision of the design team from the march of Jony Ive In 2019. Now, analysts They point To three names: John Ternus (hardware engineering), Craig Federight (software) and Eddy Cue (services). Federight, in fact, has already assumed the control of Apple’s strategy after the exit of Pang, while the position assumed by the engineer now takes Zhifeng Chen. An iconic legacy. Williams’ march reminds us of some of his brightest moments of his career. It was the one who resolved one of the biggest challenges of the Original iPhone: When Steve Jobs decided to change the glass plastic screen just months before launch in 2007, Williams coordinated with Corning the development of the revolutionary Gorilla Glass. He also led the first major post-Jobs project, the Apple Watch, demonstrating its ability to materialize the company’s vision and philosophy in successful products. With Williams outside, Apple continues in another crisis: the AI. It is speculated that Meta has offered Pang an offer valued in several tens of millions of dollars annually, but it is not an isolated case. Zuckerberg is systematically signing The best talents of AIincluding researchers from Openai and Anthropic. According to points Mark Gurman in Bloomberg, in Apple, the founding models team crosses a moral crisis after the new direction explores use external openai or anthropic models for Siri’s new versionthus questioning the internal work developed for years. And now what. With Williams outside the succession game and the unresolved AI crisis, Cook must manage a complex transition. The company needs to stabilize its artificial intelligence strategy while preparing the generational relief in the dome. Khan’s appointment seeks to give operational continuity, but the questions about Apple’s future leadership and his ability to compete in AI is unanswered. Although Cook has not given a specific date on his withdrawal, in several statements He has assured that will retire, but “not in the conventional way”, preferring to stay active while feeling mentally stimulated. Cook too has expressed Your desire for your replacement to come from within the company. Cover image | Apple and Guillaume Bleyer In Xataka | Apple has just turned the iPhone into a universal TPV. Tap to pay can already be used in Spain

Musk, Gates, Zuckerberg and Altman believe that our mobiles have the days counted. Tim cook doesn’t have it so clear

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Substitute is sought for the mobile phone. We have been looking for it for years, but it is that smartphones continue to prove to be perfect products in almost all the scenarios. However, several great technological leaders They seem clear that the mobile has an expiration dateand the AI ​​and a potential change in the way we interact with technology have the fault. Elon Musk and Neuralink. The tycoon has been trying to win the AI ​​career for some time With his startup XAI And his Grok model, but also has another startup that will end up being the one that makes the mobile disappear. It is neither more nor less than Neuralinkwhose implants could become an extraordinary option to communicate with technological devices. Bill Gates and the tattoos. The Microsoft co -founder converted to Philanthropist has already advanced in 2022 that one of the potential substitutes (or rather, accessories, at least in this case) of mobiles They are electronic tattoos. He himself ended up investing in a startup called Chaotic Moon —What was acquired by Accenture in 2015 – that combines aesthetics and biotechnology. The orientation of these tattoos is for the health moment, but it could be used for other uses. Mark Zuckerberg and glasses. Much more plausible looks like Meta and Mark Zuckerberg, than with their Ray-Ban Meta connected glasses It proposes an increasingly promising alternative to the mobile. Maybe not for everything, of course, but every time for more things. These devices can win many integers thanks to artificial intelligence, and in fact we saw how their evolution, the Project Orionit does raise a future in which perhaps the mobile is much less relevant. He already said it: His prediction is that In 2030 we will not get so much the pocket smartphone Thanks to connected glasses. Sam Altman and the AI ​​iPhone. Meanwhile, the OpenAi CEO, Sam Altman, also seems to be clear that hardware can end up being the perfect substitute for our mobile devices. We still do not know what type of device is raising, but it has joined the famous Jony Ive who for years was the head of Industrial Design in Apple. Together they have the objective of Create the “AI iPhone”. Tim Cook continues to believe on the mobile. Faced with all of them, Tim Cook believes that mobile phones still have a long way ahead. In the presentation of results of the first fiscal quarter of 2015, the Apple CEO highlighted its optimism about the future of mobiles When saying “I think there is still a lot of innovation in smartphones.” Its pro vision are for example a product that is not raised to be used outdoors, but they seem to have a rival for the finish line in study through the Project Atlas. Hardware with AI has been a failure. The truth is that a year ago the fever of devices with AI seemed to promise a turning point. However both the Humane Ai Pin like him Rabbit R1 They ended up being two great technological fiascos. None met expectations, and today both products are practically missing from the map. The optimism of Musk, Gates, Zuckerberg or Altman is striking, but today the mobile seems to continue having rope for (much) time. Image | Xataka with Grok In Xataka | Rabbit R1 and the Humane Ai Pin are too green. It turns out that we already have the best AI device in the pocket

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