[throwpoaster]

> The transition Apple and Tim Cook announced today is entirely different. No one’s hand was forced. There is nothing unpleasant.

Tim Cook is a master of supply chain logistics and was the perfect choice to scale Apple into global production.

As global supply chains collapse; as Apple fights for fab space with Nvidia, and loses; and as Apple releases products like the five-core Neo, which can monetize a stock of six-core phone chips with single-core faults, and they're still stocking out; transitioning to a CEO with a hardware background will enable a different set of strategic choices.

Mr. Cook is jumping before Apple is pushed, but that's not the same thing as a move being unforced.