What did Tim actually accomplish though? He’s there to essentially “keep” what Apple already established under Steve Jobs. Nadella made some big decisions to completely remake Microsoft.
By the way, return (not including dividends) is about the same between AAPL and MSFT since Nadella took over on February 2014 which is simply amazing if you think about the differences between the two companies.
You probably don't know or don't care, but there is more to running a company than producing a new hardware product line (which is important of course too).
Under Tim Cook, Apple's business functions (procurement, manufacturing, operations, financing, retail) had an incredible change in efficiency and cash generating capability. Also, you may notice that Apple Services are an incredibly large and profitable business in their own right, having grown from nothing about a decade ago.
You probably don’t know or don’t care, but most of Apple’s current logistic/infrastructure was built under Steve. Steve’s connections in China played a big role in accomplishing that.
It's sad that when I'm trying to search interviews with Tim Cook I can't find these interesting things that he has done. He knows so much about supply chain management and all he is asked about is privacy.
I am not downplaying Tim at all. He’s good at what he does but he and Nadella is not on the same level in terms of accomplishments. Tim was handed a silver platter that is iPhone. Nadella completely changed Microsoft.
Apple literally has updated all of their Macs to a new architecture. While competing with tens of vendors in every product category at a variety of price points. You are being absolutely ridiculous. Apple is literally stealing market share from Microsoft in every product category in which they compete.
They quite literally put SOCs they started developing under Steve in Macs. You cannot be serious and think Tim Cook spearheaded M1 chip development. He’s a logistic and operations guy. He’s not a visionary.
Except Mac sales account for less than 10% of their revenue, and as of Q2 this year are down 31%. If they completelyt disappeared it would be bad without anything like disastrous. If you're going to give credit to Tim Cook for doing something original point to boring, unsexy services: over $20B this quarter and 3x that brought in by Macs, with better margins.
Cook was fundamental for Apple in becoming the company it is today. The stuff he has done in there, regarding logistics and operations, its real innovation on its own.
I sympathize more w/ Nadella, but I would think that Cook is an even greater CEO than him.
By the way, return (not including dividends) is about the same between AAPL and MSFT since Nadella took over on February 2014 which is simply amazing if you think about the differences between the two companies.