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Time is running out for Tim Cook: Apple lacks strategic vision
If you and a friend are being chased by a bear, you don’t need to outrun the bear — you just need to outrun your friend. Back in 2017, Apple’s former head of software, Avie Tevanian, used the metaphor to defend Tim Cook’s leadership.
As a result, fringe murmurings that Cook might no longer be the right CEO have moved from internet forums to investment bank notes and news segments on CNBC and Bloomberg TV. If Apple can make it work, it could offer 1.5 billion iPhone users a compelling reason to upgrade their device every 24 months, as on-device chipsets improve to keep up with data processing on cloud servers. And Beijing has used its leverage, too, blocking the export of sophisticated machinery for India’s production lines, and restricting visas for Chinese engineers who could help get them up-and-running.
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