Can John Ternus find Apple’s next big thing?

This is a transcript of a Decoder podcast interview with Bloomberg's chief Apple correspondent, Mark Gurman. The discussion centers on the recent leadership transition at Apple, where John Ternus has succeeded Tim Cook as CEO. Gurman analyzes the significance of Ternus's first major product launch—the foldable iPhone Duo—and how it marks a new era for the company. A key theme is the massive executive turnover at Apple, with long-time leaders like Tim Cook, Jeff Williams, and Luca Maestri stepping back, creating a "new guard" under Ternus. The conversation delves into Apple's evolving AI strategy, noting that while the company is pushing a narrative of an "intelligent personal hub," it currently lacks a truly frontier AI model and is relying on partnerships with Google. Gurman reveals Apple's roadmap of upcoming AI-native devices, including a smart home hub, smart glasses, and AirPods with cameras, but highlights the significant privacy challenges these ambient devices pose, especially given Apple's brand reputation. The interview also covers the contentious lawsuit between Apple and OpenAI, speculates on the future of products like the Vision Pro, and concludes with Gurman's bold prediction that foldable phones will become the industry norm within a decade.

(Source：The Verge)