Jeffrey Sonnenfeld, Yale School of Management senior associate dean, joins CNBC's 'Squawk on the Street' to discuss whether Apple should consider replacing Apple CEO Tim Cook, Elon Musk's potential ambitions for a new political party,

It was only a matter of time before they came for America’s only openly gay CEO, and it’s got nothing to do with performance. How can it? Apple’s valuation has soared under his watch, while the company’s positions on privacy and environmental responsibility lead almost every industry — and should be an example to all.

Walter Piecyk, LightShed Partners partner and tmt analyst, says Apple should consider replacing CEO Tim Cook. He says Apple is missing out on artificial intelligence growth opportunities and needs a more product-focused CEO.