👋 Say hello to Apple's new CEO, John Ternus — the guy who's spent the last several years running hardware: iPhone, Mac, iPad, all of it his call.
• There's something fitting here: Cook was about operations and supply chains, Ternus is about engineering and product. One built the system, the other builds the things you actually hold in your hand.
• And there's basically no time to settle in. September 9 brings the big iPhone event, where the first foldable is expected. So Ternus steps into the job literally a week before one of the most important dates on Apple's calendar.
• Analysts are split on whether this was the right call. Some argued software chief Craig Federighi made more sense, given how far Apple is lagging in AI. But Carolina Milanesi of Creative Strategies pushes back: people buy hardware first, and only later figure out what AI is actually good for. So betting on a hardware engineer tracks.
🤝 Then there's China and Trump. Cook spent years threading the needle between Beijing and the White House, dodging tariffs through personal dealmaking and US investment pledges. For Ternus, that geopolitical balancing act is completely new territory. Cook himself isn't going anywhere, as of the same day, he becomes executive chairman of the board, and his mandate is specifically to keep working the policy relationships worldwide. Neatly arranged.
🔜 So Ternus inherits a solid foundation and a supply chain that's already humming – plus 8️⃣ days to get ready for what could be the release of the decade.
@DailyApple