Analysts at LightShed think Apple should replace Tim Cook as CEO as the company would benefit from a CEO who’s more focused on the product side of the business or it’ll risk missing out on the AI boom.

͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­

	Forwarded this email? Subscribe here for more Apple should replace Tim Cook as CEO – LightShed MacDailyNews Jul 10   READ IN APP   Apple CEO Tim Cook Analysts at LightShed think Apple should replace Tim Cook as CEO as the company would benefit from a CEO who’s more focused on the product side of the business or it’ll risk missing out on the AI boom. “Tim’s not a product person, per se.” – Steve Jobs Emily Bary for MarketWatch: ‎ That’s the view of LightShed partners analysts Walter Piecyk and Joe Galone, who wrote Wednesday that Apple seems due for a new chief executive. Their note comes a day after the company announced that Jeff Williams will soon retire as chief operating officer, to be replaced by an Apple veteran. By staying internal for its next COO, Apple signaled that investors should expect a sense of stability in that role. But perhaps, in the Piecyk and Galone view, keeping things stable shouldn’t be the objective for Apple nowadays, hence the call for a CEO shift. While Cook brought operational expertise to the top job, the LightShed analysts said the company now “needs a product-focused CEO.” Apple has struggled to keep pace in the world of artificial intelligence. ”AI will reshape industries across the global economy, and Apple risks becoming one of its casualties,” the LightShed analysts commented. They noted that some think the company has an insurmountable moat, referring to how it insulates its business from competition. But “we have seen these moats crumble many times during technological revolutions,” they added. The analysts also didn’t mince words in discussing snafus around Apple’s attempts to build a smarter version of its Siri personal assistant… Dismissing that 2024 pledge as “simply a case of overpromising and underdelivering” would be overly generous, the LightShed team wrote. “Apple was nowhere with AI then, and little has changed since… Missing on AI could fundamentally alter the company’s long-term trajectory and ability to grow at all.” ‎ MacDailyNews Take: Apple should‘ve replaced Tim Cook as CEO several years ago. You know, before the company completely missed GenAI while wasting time on EVs, foisting an AR/VR DevKit foisted onto a handful of consumers, and undertaking a whole host of other distractions. You know, some people get upset when we point out that Tim Cook is a boring, reactive caretaker who’s not really the best person to be running Apple today or for at least the past several years. Operations manager Cook should have been a 3-5 year stopgap after Steve Jobs’ untimely passing, running the iteration playbook, providing continuity for the company while it found a real CEO. Instead, he hung on — and keeps hanging on — well past his sell-by date… You can be upset with us for having the temerity to call it like we see it, but the fact remains that Apple would be doing significantly better today with a visionary who’d have seen AI on the horizon, who’d have recognized the intrinsic importance of Siri and therefore invested in it instead of criminally neglecting it, and who wouldn’t have squandered the company’s gigantic leads in things like personal assistants and podcasting. – MacDailyNews, August 22, 2024 Apple needed new blood years ago, but the old blood simply won’t let go. – MacDailyNews, January 22, 2025 For its NeXT CEO, Apple needs relative YOUTH, not another 50- or 60-something calcified company lifer who was part of the so-called team that blindly missed the GenAI paradigm shift. Steve Jobs was 42 years old when he returned to Apple as interim CEO in September 1997. pic.twitter.com/Bk0kdul7QF — MacDailyNews (@MacDailyNews) July 10, 2025 See also: Steve Jobs never meant for Tim Cook to still be Apple’s CEO in 2025 – MacDailyNews, July 9, 2025 ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Apple should replace Tim Cook as CEO – LightShed appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe