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Who Will Replace Tim Cook at Apple?

Tickers in this article: AAPL FB GOOG JCP P SBUX
NEW YORK ( TheStreet) -- The last decision Steve Jobs made at Apple will likely go down as his worst.

This past Wednesday, I introduced the idea of firing Tim Cook and explained how his failure at Apple resembles Ron Johnson's at J.C. Penney :

Apple and J.C. Penney hired men who performed admirably under Steve Jobs. Both boards of directors went all-in, convinced that Cook and Johnson delivered true unfiltered results. At this point, however, it's all but an objective statement of fact -- these cats enjoyed the rare thrill of riding shotgun with Steve Jobs.

That article lists some of Cook's B-player missteps.

It happened faster than even I thought it would, but other columnists have hijacked my argument , making it their own.

But there's no reason to look back. What's done is done. Irrespective of the results Apple reports Tuesday, Cook absolutely must go. He was never the right guy for the job. Apple needs a visionary at the helm, not an MBA.


Apple should ignore the inane idea that it should buy Twitter -- it would ruin it . However, the board should not completely ignore Twitter. In fact, it should look to the company's founder -- Jack Dorsey -- or its CEO -- Dick Costolo -- to replace Cook.

Tim Cook can -- or so we're told -- manage a mean supply chain. And Ron Johnson apparently did an excellent job implementing Steve Jobs' retail vision at Apple. A couple of good soldiers, taking orders and implementing the vision of a legend and a genius. But that doesn't change a fact that Jobs, or so it seems, overlooked -- they're B-players.


There must be a backstory because it's difficult to believe that Jobs, a guy who warned about and feared bozo explosions, set one off at Apple. He hired a B-player and, granted, put him in his proper place for more than a decade, but then anointed the man for a position he has no business being in.

Compare the pedigrees of the supply chain MBA Cook with those of Dorsey and Costolo.

Dorsey founded Twitter. He founded and leads Square, the innovative mobile payments company that recently signed a landmark deal with Starbucks . He makes those spiffy lists of the top entrepreneurs and visionaries. He gets innovator of the year awards. He rides in the class of people like Steve Jobs; he doesn't answer to them.

Costolo co-founded and sold Feedburner to Google . He enjoyed a nice run at Google before becoming COO and eventually CEO at Twitter. A comedian. A personality. An entrepreneur. The guy who has been at the helm as Twitter hits hyperspeed and combines with Google, Facebook and Pandora to dominate the mobile advertising revolution.