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by HardCodedBias
51 days ago
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Impressive Tenue, IMO. Apple Watch, AirPods, M1 Silicon, services. A few flops, like Apple Vision Pro and their confusion with AI. But that's ok given the wins. Overall, as a non-founder he's near the tops in CEOs over the last couple of decades. The only non-founders I would put above him are Satya (although he has a had a couple of rough years), Bob Iger, Jamie Dimon and maybe Andy Jassy. Taking a fair lens to this he is "first round hall of fame non-founder". |
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While it may not have sold millions of units and been a household staple.
It certainly focused the entire org on manufacturing a suite of chips and hardware that are on a completely different level than their competitors. Apple's now has a clear advantage in all dimensions that matter: compute, power consumption, size, capabilities, etc.
Apple Vision helped created a moat that will be hard for anyone else to cross for at least a decade.