<p id="speakable-summary" class="has-text-align-left wp-block-paragraph">It'sofficially the Ternus era at Apple.</p><p class="wp-block-paragraph">Tim Cook stepped downas CEO this week, handing the company to former hardware chief John Ternus, whose first memopromised a "huge launch next week"— timing that puts Apple's next iPhone event on his desk beforehe'seven settled in. Cookisn'tgoing far, though:he'sstaying on as ExecutiveChairman, focused on the kind of policy relationships that recently turned something as small asa map labelinto a very public balancing act. All of which raises an obvious question: what does the Ternus era look like, and how much rope will shareholders give him to figure it out?On this episode of TechCrunch'sEquitypodcast, hosts Kirsten Korosec and Sean O'Kane unpack what Ternus is walking into, why he may actually be better positioned to make progress on software than hardware in this new AI era, and more of the week's news.</p><p class="wp-block-paragraph">Listen to the full episode to hear more about:</p><ul class="wp-block-list"><li class="wp-block-list-item">Why Nvidia keeps making moves that lookless like a chipmakerand more like a company trying to own the entire AI stack, from itsHugging Face acquisitionto itsinvestment in MediaTekanddeeper compute deals</li></ul><ul class="wp-block-list"><li class="wp-block-list-item">A chaotic week for robotaxis:Tesla's Cybercab event,Waymo's expansioninto new cities,Zoox's first paid rides, and what happens when these companies start competing head-to-head</li></ul><ul class="wp-block-list"><li class="wp-block-list-item">What Andreessen Horowitz's new$1.1 billion"Machine Age" fundsignals about where early-stage AI hardware bets are headed</li></ul><ul class="wp-block-list"><li class="wp-block-list-item">Why the$285 million acquisition of GoPromarks the end of an era for one of Silicon Valley's original consumer tech darlings</li></ul><p class="has-text-align-left wp-block-paragraph">Subscribe to Equity onYouTube,Apple Podcasts,Overcast,Spotify,and all the casts. Youcan alsofollow Equity onXandThreads at @EquityPod.</p>
It'sofficially the Ternus era at Apple.
Tim Cook stepped downas CEO this week, handing the company to former hardware chief John Ternus, whose first memopromised a "huge launch next week"— timing that puts Apple's next iPhone event on his desk beforehe'seven settled in. Cookisn'tgoing far, though:he'sstaying on as ExecutiveChairman, focused on the kind of policy relationships that recently turned something as small asa map labelinto a very public balancing act. All of which raises an obvious question: what does the Ternus era look like, and how much rope will shareholders give him to figure it out?On this episode of TechCrunch'sEquitypodcast, hosts Kirsten Korosec and Sean O'Kane unpack what Ternus is walking into, why he may actually be better positioned to make progress on software than hardware in this new AI era, and more of the week's news.
Listen to the full episode to hear more about:
- Why Nvidia keeps making moves that lookless like a chipmakerand more like a company trying to own the entire AI stack, from itsHugging Face acquisitionto itsinvestment in MediaTekanddeeper compute deals
- A chaotic week for robotaxis:Tesla's Cybercab event,Waymo's expansioninto new cities,Zoox's first paid rides, and what happens when these companies start competing head-to-head
- What Andreessen Horowitz's new$1.1 billion"Machine Age" fundsignals about where early-stage AI hardware bets are headed
- Why the$285 million acquisition of GoPromarks the end of an era for one of Silicon Valley's original consumer tech darlings
Subscribe to Equity onYouTube,Apple Podcasts,Overcast,Spotify,and all the casts. Youcan alsofollow Equity onXandThreads at @EquityPod.