I don't dispute he is an excellent manager and an excellent CEO. But excellence is execution does not drive vision. The times demand a different profile, as AI is not there yet, but can within the next 24 months become really disruptive for many business models.
One example: Amazon generated $14.65 billion from its advertising services. And Google a gazillion more. But if I send an AI agent searching for me or shop on Amazon, they don't care about the ads.