688: A Company Manhttps://atp.fm/688
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688: A Company Man
https://atp.fm/688John Ternus was announced as Apple’s next CEO! We review the strengths and weaknesses of the Tim Cook era as he transitions to Executive Chairman.
@atpfm thank you, John, for for referencing Apple in China with respect to Tim Apple’s strategic decisions. At the end of the day, you cannot get around supply versus demand. And without China, that equation could have led to $2000 iPhones. Has been Thompson frequently has pointed out, Apple is basically the only company that suffers from dis-economies of scale.
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