Tim Cook's tenure as CEO of Apple is under scrutiny as the company's momentum appears to falter, highlighted by a 16% stock decline in 2025. Critics point to Apple's slow adaptation in the AI space, and leadership changes, such as the departure of the head of AI to Meta, raise concerns. Despite these challenges, Cook has significantly increased Apple's valuation from $300 billion to $3.2 trillion since taking over, outpacing Steve Jobs' tenure. The ongoing rise of AI represents a critical challenge for Apple, akin to past technological revolutions like the internet.
It seems impossible that Tim Cook's legacy as Apple's spectacularly successful CEO could be in jeopardy, but in recent months, the impossible has become at least conceivable.
For a company of Apple's scale and stature, lagging behind its major competitors on AI is like lagging behind the competition on the internet in 2000.
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