After 14 years, Cook hands the keys to a hardware engineer.
He has run Apple's hardware engineering through every recent product cycle.
Apple's AI play needs custom silicon and devices people can wear.
Siri-enabled glasses, a pendant, and AirPods with cameras are in the pipeline.
Investors want proof Apple can ship AI hardware that beats Meta and Google.
Expect tighter Siri, more on-device intelligence, and bolder hardware bets.