Tim Cook: Investor Demands Resignation Now

Investor Calls for Tim Cook Resignation Over Apple's AI Shortcomings

A prominent investor has publicly demanded that Apple CEO Tim Cook step down, blaming the company's perceived failures in artificial intelligence for stalling innovation and market leadership. This bold call highlights growing tensions around Apple's AI strategy amid broader speculation about Cook's future at the helm.

Who Is Calling for Tim Cook's Resignation?

Ross Gerber, co-founder of investment firm Gerber Kawasaki, sparked controversy with a sharp critique on social media. He declared it time for Tim Cook to resign, accusing him of inaction for years and claiming Apple completely missed the AI opportunity. Gerber pointed out that Apple now relies on Google to bolster its AI capabilities, underscoring what he sees as a critical leadership lapse.

Apple's AI Struggles Under Scrutiny

Gerber's comments come as Apple faces questions about its delayed entry into the AI race. Critics argue the company lagged behind competitors like Google and OpenAI, prompting recent shifts such as moving away from OpenAI's ChatGPT toward Google Gemini for Apple Intelligence features. This pivot signals an effort to catch up, but detractors like Gerber view it as evidence of deeper strategic missteps under Cook's tenure.

Tim Cook's Longevity as CEO Fuels Debate

Tim Cook has led Apple since August 2011 and turned 65 last year, reaching a typical retirement age that has intensified succession talks. Reports from outlets like the Financial Times suggested preparations for his departure as early as early 2026, though Bloomberg analyst Mark Gurman dismissed that timeline as unlikely. Gurman predicts Cook will remain at least through mid-2026, possibly into Apple's Worldwide Developers Conference in June.

Potential Successors and Leadership Transition

John Ternus, Apple's Senior Vice President of Hardware Engineering, emerges as the frontrunner to succeed Cook. Recent moves, such as Cook handing oversight of design teams to Ternus, reinforce his position as the leading candidate. Speculation also swirls around Cook potentially transitioning to chairman of the board, though current chairman Arthur D. Levinson's re-election at the February shareholders meeting delays any immediate changes.

• John Ternus: Leading internal candidate with expanded responsibilities in hardware and design.
• Timeline concerns: Gurman skeptical of early 2026 exit, favors mid-year or later.
• Board dynamics: Exemption sought for Levinson, aged 75, to continue as chairman.

Wall Street's Mixed Outlook Despite Criticism

While Gerber's call grabs headlines, Wall Street maintains optimism. Wedbush Securities analyst Dan Ives reiterated a bullish stance on Apple, labeling 2026 a pivotal year with a $350 price target. This contrasts with the investor backlash, suggesting confidence in Apple's underlying strengths even amid AI debates.

Conclusion

The demand for Tim Cook's resignation reflects investor frustration with Apple's AI trajectory, yet reports indicate his leadership will persist in the near term. As succession planning advances, the tech giant navigates a critical juncture that could redefine its innovation path.

In summary, Ross Gerber's outspoken criticism amplifies valid concerns about AI competitiveness, but Apple's board and analysts signal stability ahead. The coming months will clarify whether these calls prompt change or reinforce Cook's enduring role.