Tim Cook took over in 2011. AAPL market cap was approx. $377B back then.
Today, AAPL's market cap is $4T.
Tim Cook isn't just a money manager. He knows logistics. He knows revenue growth. He knows execution. AAPL consistently executed on every single product line*. Yes, and there not been one substantial innovation come out of that company since its market cap was $377B. They enhanced cameras a lot, they've gone through conversion to Apple silicon, they have no fundamentally new products.
Jobs was an innovator, and when he died I decided to give cook a year or two to see what happens. I did, and he did nothing but bake it all over. Year after year. And transition to a model of earning money on what they've got. I don't disrespect the job he's done, it was what he was good at, but they haven't created shit.
At least, not compared with Musk. Sorry, that's just a fact. What have the done? Bought Beats. Gotten into credit cards. Raised dev costs at the app store, while creating the worst maze of nonsense imaginable. Changed the connectors on iPhones, iPads and Macs. They haven't done anything of substance since Steve died.
Meanwhile, Musk is creating. Great ideas across multiple giant domains. Tesla operates in 100 domains and he has a decent understanding of almost all of them -- from material science to shop floor dynamics, deep understanding of macroeconomics and finance, and great understanding of microeconomics and managerial accounting. Before even discussing esoterica like utility-scale battery storage (with a massive new plant they've just built a few miles from where I sit), Lithium refining, and other related industries. Then, there are the fucking rockets. Which he's just as competent at, although now doesn't handle the details himself. And the satellites. Then the "hobbies" -- revolutionized tunneling, rehabilitated Twitter, certainly has an outsized role in pushing AI forward (could be you owe your current job to him).
You understate this individual's roles in the last ten years.
* I would suggest that Howard Hughes had some of these capabilities and if he'd not lost his focus, he could have done far more important things. But everyone has to have time off.
You are, IMO, vastly underestimating Musk's accomplishments. And it seems like he may not be through.
I would say your attitude is about your weird political "adjustment". |
