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During his tenure as CEO, Tim Cook has added $700 million per day in enterprise value to Apple. Per day! For 14 years!

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I was not aware HN is now an investment discussion board. Even if you were to argue that point, what’s his incremental value comped to but-for world? I mean one where Steve Jobs is still alive and running Apple. I am sure Jobs would’ve sat on his behind milking iPhones and just let Google, Microsoft, Meta and Nvidia take the entire AI TAM. I am sure that’s the Steve Jobs we all knew.

There are many dimensions one could assess a management team, but it is obviously ridiculous to call them “a joke” when they achieve their principal goal at such astonishing scale.

I am certain Apple will do just fine in the AI revolution, in large part because such a massive distribution and brand advantage is extremely hard to overcome.

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