Apple’s Ternus era begins as Nvidia bets on the whole AI stack
Itsofficially 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 Apples next iPhone event on his desk beforeheseven settled in. Cookisntgoing far, though:hesstaying on as ExecutiveChairman, focused on the kind of policy []
Apples Ternus era begins as Nvidia bets on the whole AI stack | TechCrunch
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Apples Ternus era begins as Nvidia bets on the whole AI stack
Its officially the Ternus era at Apple.
Tim Cook stepped down as CEO this week, handing the company to former hardware chief John Ternus, whose first memo promised a “huge launch next week” — timing that puts Apples next iPhone event on his desk before hes even settled in. Cook isnt going far, though: hes staying on as Executive Chairman, focused on the kind of policy relationships that recently turned something as small as a map label into 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 TechCrunchs Equity podcast, hosts Kirsten Korosec and Sean OKane 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 weeks news.
Listen to the full episode to hear more about:
Why Nvidia keeps making moves that look less like a chipmaker and more like a company trying to own the entire AI stack, from its Hugging Face acquisition to its investment in MediaTek and deeper compute deals
A chaotic week for robotaxis: Teslas Cybercab event, Waymos expansion into new cities, Zooxs first paid rides, and what happens when these companies start competing head-to-head
What Andreessen Horowitzs new $1.1 billion “Machine Age” fund signals about where early-stage AI hardware bets are headed
Why the $285 million acquisition of GoPro marks the end of an era for one of Silicon Valleys original consumer tech darlings
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify, and all the casts. You can also follow Equity on X and Threads at @EquityPod.
Theresa Loconsolo is an audio producer at TechCrunch focusing on Equity, the networks flagship podcast. Before joining TechCrunch in 2022, she was one of 2 producers at a four-station conglomerate where she wrote, recorded, voiced and edited content, and engineered live performances and interviews from guests like lovelytheband. Theresa is based in New Jersey and holds a bachelors degree in Communication from Monmouth University.
You can contact or verify outreach from Theresa by emailing theresa.loconsolo@techcrunch.com.
Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunchs Equity podcast. She is also co-founder and co-host of the podcast, The Autonocast. She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
You can contact or verify outreach from Kirsten by emailing kirsten.korosec@techcrunch.com or via encrypted message at kkorosec.07 on Signal.
Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.
You can contact or verify outreach from Sean by emailing sean.okane@techcrunch.com or via encrypted message at okane.01 on Signal.
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