Apple Leadership Shift, QQQ Rivalry, Anonymity Ends
🆓 Tuesday links: $QQQ competition, a change at the top of Apple, and the end of online anonymity. https://t.co/t12pIVjfDx chart: https://t.co/8DcLGR5QBr https://t.co/zEpZohRqAc
Effective CEO Succession Prevents Product Decline
Solid transition strategy to be honest. Far too many CEOs stick around Way past their prime and the product suffers.
Cohere CEO Pushes IPO for Broader Public Ownership
"Private citizens need to be able to take a stake in the company." Cohere CEO Aidan Gomez says he doesn't care what valuation his AI lab goes public at, but he does care about taking it through an IPO. "If we stay...
Hollywood Shames CEO Whether He Wins or Loses
David Geffen, WBD investor and Zaslav ally, says about Hollywood's attitude toward the CEO: “If you win, they shit on you. If you lose, they shit on you. How do you win? The win for David is not the money.”...
Cook Joined Apple for Jobs' Consumer‑First, Product‑Driven Vision
Tim Cook tells the story of Steve Jobs recruiting him to Apple in 1998. Cook was 37 and at Compaq while Apple had almost gone bankrupt. Friends advised Cook not to do it but Jobs’ convinced him with one phone call: “There...
Even Buffett Missed the Right Boat Once
Warren Buffet’s Wrong Boat Story ⛵️
Apple Loses $100B as Cook Announces Departure
$AAPL is losing $100 billion of market cap today after Tim Cook announced yesterday he’ll step down in September. Tim Cook’s net worth is estimated at $2.5 billion. Maybe he was underpaid these last 15 years 🤣
Zaslav Cashes $500M Exit, Still Wants Warner Stay
This week’s @Variety cover story: $500 Million Exit: David Zaslav Is Leaving Warner Bros. a Rich Man — but He’d Love to Stay Around Even Longer https://t.co/JT201MwSD3
Two Analysts Clash on Tim Cook’s Legacy
two of my favorite tech analysts coming to fairly different conclusions on tim cook's reign. Ben Thompson: basically, Cook is an operational genius who implemented Steve Jobs' ideas exceptionally well, but we've gotta acknowledge he had pretty great timing on...
Apple's Cook Exit: Implications and Future Direction
Great to be on @CBSMornings discussing the Cook CEO departure at Apple and the path forward @jolingkent 🍎📱👇 https://t.co/QQKXfLig57
Fermi IPO Raises $700M, Now Imploding
Seven months ago, Rick Perry’s Fermi Inc. raised more than $700M in a splashy IPO. Since then, it hasn’t gained a single customer, its stock has dropped 83%, insiders have dumped millions of shares, the CEO was ousted, and yesterday,...
The Onion CEO Explains Infowars Takeover and Satire Business
🎙️ NEW POD: The Onion C.E.O. Ben Collins @oneunderscore__ on the company’s surprise Infowars takeover and the business of satire. Apple: https://t.co/wTBnzYvFz0 Spotify: https://t.co/u7zmENHTiL @PuckNews
Leaders Must Become Visible Voices, Not Just Promoters
@joe_zappa , Founder and CEO of Sharp Pen Media, joins the AdTechGod Pod to unpack a fundamental shift in media and leadership. Power has moved from institutions to individuals, and the executives who recognize this are building influence, pipeline, and long-term...
Tim Cook’s Job: Just Enlarge iPhone, Add Services
Tim Cook had one of the easiest gigs ever. > Make iPhone larger ✅ > More services ✅
Blindly Following a Deified CEO Risks Market Collapse
FWIW - Nothing against the man, but I can't think of a worse decision. Following a deified CEO is already an impossible challenge. If markets fall and he has his hand on the rudder, he doesn't stand a chance against following board...
Tim Cook Multiplies Apple’s Value Tenfold in 15 Years
Tim Cook’s 15 years as Apple CEO by the numbers: - 15 years as CEO (Aug 2011–Sept. 1 2026) - $4.0T market cap, up ~10x from ~$350B - +699% profit growth to $112B - 2.5B+ active devices ...
JPMorgan's 20% Deposit Share Raises Succession Concerns
JP Morgan dominates Wall Street in a way no other bank ever has. One single institution now holds 20 percent of all US banking deposits. And the person behind this empire is Jamie Dimon, a CEO who has shaped modern...
Tim Cook Steps Down After Steering Apple to $4 Trillion
🚨JUST IN Tim Cook is stepping down as CEO of Apple after 15 years and will move into the Executive Chairman role. Under his leadership, Apple grew from $350B in 2011 to over $4 trillion, a mind blowing 1,050% increase. 🚀 https://t.co/KwOarPJ0R1
NYT Reporter Mislabels Apple’s Corner Office Location
Um, I just want to know: did the New York Times reporter who said that Tim Cook would be replaced “in the company’s corner office” by John Ternus actually take a look at the building? https://t.co/Fe3WzMt0VX
Apple's Leadership Shift: Cook Passes Reins to Ternus
MyPOV: Talking to @RomaineBostick @kgreifeld @bloomberg @business #TheClose on @apple @tim_cook transition to John Ternus Watch it at (1:30:55) https://t.co/FBMwbIvUw4
Carpenter Appoints Brian Malloy CEO, Ensuring Leadership Continuity
Carpenter will name Brian Malloy as chief executive on 1 July, signaling continuity in specialty alloy leadership. https://www.metalnomist.com/2026/04/carpenter-technology-chief-executive.html
Tim Bradshaw’s FT Scoop Predicts Early 2026 Apple CEO Transition
When the Financial Times reported that Apple CEO succession in early 2026 was on the table - much earlier than anyone else had said - my initial reaction was to believe the reporting. Tim Bradshaw doesn’t miss.
Ternus Seen as Apple’s Continuity Candidate for CEO
Incoming CEO Ternus is Apple's 'continuity candidate', says Moor Insight's Patrick Moorhead $AAPL https://t.co/FmBN141F2p https://t.co/mGkOMK8SQL
Tim Cook's Greatest Legacy: Preserving Apple’s Core Culture
Tim Cook will deservedly get a great deal of credit for helping Apple scale into one of the most powerful economic machines in the world. But I think an equally important part of his legacy is cultural. His job was not...
Apple’s Leadership Shift Follows 2,300% Return
#Apple is entering a new era: hardware chief John Ternus will become CEO, w/Tim Cook becoming executive chairman. When Cook took over 15yrs ago, Apple was worth ~$300bn. Today, it is worth >$4tn. Incl dividends, that is a total return...
Ternus Could Boost Apple’s Valuation by Reshaping Narrative
Tim crushed it as CEO of Apple. Ternus has an opportunity to supercharge $AAPL's multiple by changing the narrative, which is the biggest opportunity in big tech. https://t.co/OBAsgEfbOV
Apple CEO Tim Cook Announces Departure, Executive Shake‑up
Apple CEO Tim Cook To Step Down. IPhone Maker Shakes Up Executive Ranks. https://t.co/I8KNNFMGab $AAPL
Apple Announces John Ternus as New CEO, Cook Steps Down
Didn’t realize that day in Grand Central I was getting a selfie with Apple’s new CEO. John Ternus, far right, takes over as Apple CEO in September. Tim Cook (second photo), CEO since 2011 becomes Executive Chairman. Between us is...
Steve Jobs Championed Small Teams for Big Breakthroughs
Tim Cook on how Steve Jobs believed that small teams could do amazing work. https://t.co/k7bMtFM6hs
Tim Cook Scales Apple, New Leader Needed for AI
Tim Cook is a scaling god, he’s not a new idea guy. No one else could have built up Apple into the juggernaut it is today. Someone else needs to bring Apple into the AI era.
John Ternus Brings Authentic Leadership to Apple
Pleased to see John Ternus taking the reins at Apple. When I interviewed him in 2024 he seemed much more straightforward and (for lack of a better term) "real" than many other tech executives I'd encountered. https://youtu.be/QQk7KKQ8jTo?si=GCIota5EChvLyn2R&t=606
Apple Needs Product‑Centric CEO, Not Logistics‑Focused Leader
"Apple now needs a product-focused CEO, not one centered on logistics. Apple has “pulled the string” on too many product categories, only to see them fall short of meaningful scale, or fail to materialize entirely. But AI is not something...
Apple’s AI Shift Sparks Surprise CEO Exit, Ternus Chosen
These will be big shoes to fill and the timing of Cook exiting stage left as CEO could make sense but also creates questions. Apple is making a major transition on its AI strategy and longtime CEO and legendary Cook...
Execs Likely to Exit, Echoing Disney 2020
Wonder if it'll be like Disney 2020 with execs passed over heading for the exits.
John Ternus Named Apple CEO, Tim Cook Departs
Tim Apple out at $AAPL -- John Ternus, Sr VP of Hardware engineering in as new CEO
Apple's New Leadership: Ternus CEO, Cook Chairman
Sort of how we felt it would go. John Ternus CEO of Apple, and Tim Cook to Chairman. Johny Srouji is also now Chief Hardware Officer. Apple is in good hands.
Ford Announces Budget EV to Compete with Tesla
Ford CEO confirms affordable EV to rival Tesla Model Y and Model 3 Read on EVwire: https://t.co/FugjL3OJuU https://t.co/ygQgcEpz2T
Dan Loeb Dumps CSGP, Citing Reckless CEO Spending
Dan Loeb sells out of $CSGP "CEO Andy Florance has continued what can only be seen as a reckless drain on a majority of the company's operating income into Homes,com and related acquisitions even as the share price has continued to...
From $125k Loan to $12B Franchise Empire
Jersey Mike’s founder Peter Cancro sold majority of sub chain to Blackstone for $8B in 2024. In 2025, Wingstop's former CEO took top job and has filed to go public. Details on Cancro skipping college and turning $125k loan into...
AI Empowers CEOs to Code, Not Just Oversee
I came back to code because AI made it possible for me to build at a level I couldn't before. I'm not coding despite being CEO of YC. I'm coding because this is the most important technological shift since the internet...
CEOs Care About Why, Not How—Lead with Purpose
Scott Taylor: "I never met a CEO that cares about HOW you're going to do it until they understand WHY it's important." Stop pitching architecture. Lead with why. https://t.co/vv9y0dBQoc
CEO Charles Dickson Buys 410,000 ROAD Shares
#ROAD Roadside (AIM: ROAD), the UK energy forecourt real estate business, was notified on 15 April 2026 that Charles Dickson (or "Mr Dickson"), Chief Executive Officer, has purchased a total of 410,000 ordinary shares.
AI Reinforces, Not Replaces, Enterprise Software
Salesforce CEO Marc Benioff is pushing back on the idea that AI threatens his core business. He argues that customers are not replacing enterprise software with AI, but instead integrating it to enhance existing systems. The message is clear. For incumbents, AI...
Success Demands Speed: Embrace Change or Fade
Reed Hastings (2011): "My greatest fear at Netflix has been that we wouldn’t make the leap from success in DVDs to success in streaming. Most companies that are great at something, like AOL dialup or Borders bookstores, do not become...
Palantir CEO Challenges Shorts; Stock Still Stagnant
Nov, #Palantir CEO Alex Karp dared shorts to go against the stock. It never hit a new high since $PLTR https://t.co/UV2WoOVmRT
Fermi 10‑K Clues Reveal Why Neugebauer Left
Here’s another close look at Fermi, including excerpts from its 10-K that may explain Neugebauer’s departure, an odd statement from Neugebauer, a Fermi timeline, and my thoughts on what will happen next. Link is below. https://t.co/HCwbhXRlNn
CEO Exits Common; Buffett's Loyal Shareholders Embody Rare Alignment
Most CEOs sell the moment they can. Buffett has shareholders who've never sold a single share — and never plan to. That's not loyalty. That's alignment. And it's the rarest asset in corporate America.
LV CEO Calls Repair Shops Loyalty Investment, Not Profit
Louis Vuitton CEO on investing in repair shops to build consumer surplus "This is a significant investment, by the way. This is not a profit center. This is something we invest to develop customer loyalty. So well, most of the repairs...
Visa's Growth Hinges on AI‑driven Tokenization, Not Cards
Visa's CEO just called the company a "hyperscaler for payments." Can $V be $ Trillions? 💲 That one phrase is the real story of FY25. Hyperscalers like Google, Microsoft and Amazon are in the trillion dollar market cap club. Can Visa join the...
New $10K AI Degree Challenges Harvard with Tech Giants
This CEO has teamed up with Google, Microsoft, and McKinsey to build an AI degree that could rival Harvard—and it will cost only $10,000 to attend https://t.co/t1gWn0rpCv