He's seen certain results, and been through certain circumstances. Unless he has proof that those circumstances -> results, making conjectures is exactly what h

He's seen certain results, and been through certain circumstances. Unless he has proof that those circumstances -> results, making conjectures is exactly what he's doing. This is ignoring the fact that effectiveness is not the only metric for a company. In Tim Cook's words, "if you want me to do things only for ROI reasons, you should get out of this stock".