Here's who could replace Tim Cook as Apple's CEO

Leadership & Strategy - The report defends Tim Cook's leadership, highlighting his successful navigation of challenges and product launches like AirPods and Apple Watch [3][5][6] - The analysis suggests that concerns about Apple's innovation and strategic direction are premature, referencing past instances where Apple overcame similar doubts [2][3][4] - The report emphasizes the importance of Apple's vertically integrated structure, which requires careful development and tuning of hardware and software [14] AI & Technology - Apple may partner to leverage external AI technology, similar to its past partnerships with Google Search, instead of solely relying on in-house LLMs [7] - The report suggests that Apple has a history of catching up in software-driven shifts, indicating a potential for success in AI despite current challenges [7] - The analysis indicates that if Apple misses its second chance in AI, there will be real questions about its readiness [4][8] Supply Chain & Geopolitics - Apple began its diversification into India over a decade ago, and the report questions how to further accelerate this shift [10][11] - The report acknowledges the geopolitical challenges related to Apple's reliance on China and the need for strategic decisions regarding supply chain diversification [12][13]