Gurman: Major Apple Leadership Shakeup Impending With John Ternus as Next CEO

[djphat2000]

Cook has done a fantastic job as CEO. Apple has grown leaps and bounds under his watch. This is straight fact, whether anyone likes him or not. Or believes Apple does or does not make great products. People buy them, and Apple has more than 3x under his leadership. You really could not ask for better than what he has done, and having to succeed Steve Jobs at that.

I would prefer someone that understands, as Tim does. That we will continue to need operations to run as smoothly and consistently as it has been. While I hope someone like John can provide some "special" items here and there. Something that will not sell in volume, but it's exceptionally great. It maybe expensive like the Vision Pro, but damn do you want it and there isn't anything out that is close to as good as it is.

I would also like it if Apple got back into the server business. Especially now that they have these M series chips. A 1U rack mount that has an ultra M5 with 1TB of RAM and expansion for SAS SSD for file serving and even Ai workloads. Great Lights out management, and a TB5 connection to chain them together, or 100Gb network fabrics with proper clustering abilities built in.

Either way, John or Jeff in my opinion would be fine. Can't wait to see what's next!

 

[MRSugarD]

Slightly surprised to not see Craig mentioned.

Insanity! That would be irresponsible.

 

[citysnaps]

Have you met either one?

Regarding Cook... an excellent question. Most people here believe they know everything about Cook. When in fact they know just a bit more than zip.

 

[Tig_one]

Cook has done a fantastic job as CEO.

For stockholders sure.

For many consumers, hardly.

 

[attila]

The sooner Tim Spindler leaves, the better. Hire Elon Musk as CEO; otherwise a visionless and innovation-less Apple will drag on.

Yeah, because Tesla has innovated so much the last couple of years

 

[tennisproha]

The second paragraph references a "Williams" without having previously used their full name or mentioned their position.

yeah I had to look it up. They're likely talking about Jeff Williams.

 

[tennisproha]

I would've liked to see Craig Federighi succeed Tim Cook as the next CEO. Federighi heads software while John Ternus heads hardware. Both are in their 50's. Apple arguably needs better software, which has always been the weakest link in the ecosystem. Idk if that's because Federighi hasn't been given broader reigns or if he's been the hindrance.

 

[turbineseaplane]

I would've liked to see Craig Federighi succeed Tim Cook as the next CEO. Federighi heads software while John Ternus head hardware. Both in their 50's. Apple arguably needs better software, it's always been the weakest link of the Apple ecosystem. Idk if that's because Federighi hasn't been given broader reigns or if he's been the hindrance.

Apple is not really killing it at Software of late.

I feel much better with someone from the Hardware side being in charge next.

 

[xander49x]

I hope Ternus is not put in that position it will spell the end of apple.

 

[Hajj.david]

I hope he does, Cook has needed to go for a long time now.

 

[Lounge vibes 05]

Unless you need to take solid pictures or actually use the thing all day. 😆

On my iPhone Air right now.
I’ve been using it for over two hours of screen on time already today.
Still at 84%.
Despite my fears, it is literally *outlasting* my previous Pro Max, and it is barely warm to the touch.

 

[Lounge vibes 05]

I still think they should bring back Jony Ive.

This guy?

OpenAI and Jony Ive may be struggling to figure out their AI device | TechCrunch

OpenAI and Jony Ive reportedly face significant technical challenges as they work to develop a screen-less, AI-powered device.

techcrunch.com

The guy who left Apple so he could go work on “the next iPhone”, and is running into the same wall that even Apple themselves is running into?
That wall being the fact that there is no next iPhone and you can’t just create one out of thin air.

 

[jimbobb24]

The stuff android users are going to be able to do to their pictures with AI in 1-2 years is going to be insane. Change the shirt color. Change the weather. Crazy things. It's going to be the expected standard. And Apple has image playground. Its embarrassing. Spend the money apple. AI is the future.

 

[Lounge vibes 05]

Anyone sub to Gurmans newsletter who can verify this?

Jeff is claiming this is a misread of what Gurman actually said about the situation and Cook isn't going anywhere.

View attachment 2564353

Yes, the misleading part is the fact that Tim is leaving anytime soon.
the “transition” mentioned in the article is likely to be over the next decade, not like, within the next six months as you might imagine from just reading this.

 

[mlayer]

The stuff android users are going to be able to do to their pictures with AI in 1-2 years is going to be insane. Change the shirt color. Change the weather. Crazy things. It's going to be the expected standard. And Apple has image playground. Its embarrassing. Spend the money apple. AI is the future.

So, fakery? Whatever floats your boat, the AI companies that survive the inevitable bubble burst will be able to handle it.

 

[SactoGuy18]

Despite what everyone thinks, it's actually a smart move for a turnover of Apple's Board of Directors. Having too many "old timers" around can end up ossifying the direction of the company, so a new Board can point Apple in new directions.

 

[Lounge vibes 05]

The stuff android users are going to be able to do to their pictures with AI in 1-2 years is going to be insane. Change the shirt color. Change the weather. Crazy things. It's going to be the expected standard. And Apple has image playground. Its embarrassing. Spend the money apple. AI is the future.

You realize that almost every one of those features is already available via third-party applications on iOS?
Google and OpenAI literally have all of their tools available on Apple devices.

 

[chmania]

Gurman says that Apple's public relations teams have already begun "putting the spotlight on Ternus," a signal that the company may be preparing for a gradual transition of power. He was the public face of the iPhone Air launch last month and has recently been featured prominently in Apple's marketing efforts and interviews.

What if the whole iPhone Air turns out to be a business failure? What if there are more returns than expected?

 

[Kidseeghost]

"Apple's board is apparently likely to favor a technologist over an operations or sales executive for its next leader, as the company seeks to reinvigorate innovation in categories such as artificial intelligence, mixed reality, and home automation."
The board made the right decision. Apple wouldn’t survive another decade of margins optimization.

 

[Unregistered 4U]

If it is Ternus, it will cement Apple's future as a hardware company, which it is and has been, but AI may end up leaving Hardware companies like Apple in the dust.

Haven’t seen any AI yet that doesn’t require hardware.

 

[Kidseeghost]

I wonder how Ternus feels about Liquid Glass and UX design in general. Assuming he has feelings at all on this subject.

Tim seems like the kind of guy that doesn't care as long as it moves phones/tablets/laptops.

This was the problem in the last years. Tim seems like he doesn’t even tries the new products. He just looks at the profit margins and decides if it will lunch or not. See HomePod, Vision Pro, AI etc. Seems like the CEO didn’t even bothered too look if the product is useful and good and then they flopped.

 

[platinumaqua]

On the software side, I don't care that much about AI (but Wall Street does), but I would like someone who cares about polish, stability, and ease of use. Whatever that's been happening the past couple of years on the software side aren't those.

 

[SoldOnApple]

Is there any way we can fuse Jobs' and Cooks' DNA and make a super CEO that will see Apple thrive for a thousand years?

 

[swm]

I'd have picked a broadway producer instead, but let's see how the $999 stand guy (sorry, that moment burned into my memory) gonna perform. I hope they don't go headfirst into all-in generalised AI, as the current level of technology is 2-3 leaps away from anything remotely resembling it

 

[Unregistered 4U]

It's times like this that I wish Scott Forstall was still there. The next best thing to Steve.

Note, when Steve Jobs left Apple, he founded NeXT which ended up being the OS the Mac was built on. No one can say that about Forstall. Scott was only in tech because he was Steve Jobs’ friend. He didn’t have a drive to be in tech and when he left Apple, never worked in another tech company.