Blake Montgomery

The problem with generative AI that Apple has not really seemed to solve is that it is quite, like, messy and can say anything.

And Apple's products are...

predicated the value proposition of apple is that it's like it does the same thing every time it's very intuitive and it works it just works and like generative ai like you do have to kind of fact check and check its output even though it is quite impressive coming up what does the appointment of john turnus tell us about where apple is going next

He has been at Apple for 25 years.

He is very much an insider, described as adept at navigating the internal politics.

He's an engineer.

He is really focused on the hardware, the kind of brass tacks underpinnings, like less so even the titanium shell and what the array of the cameras will look like on your iPhone, your next iPhone.

It's like.

What kind of chips are in there?

That's his bread and butter.

And that's his main accomplishment, according to the Wall Street Journal, the development of Apple's silicon chips, which led to this huge increase in MacBook sales and big profits for the company.

And he was part of the hardware team that also launched the Apple Watch, AirPods, new lines of MacBooks that had proven very successful, very adored.

One question for him is,

as well as where is Apple going to fit in on AI, is whether he can recapture this thing that continually plagues Apple of can you inspire new consumer demand and can you inspire new consumers with products that make them go, wow, in the way that Steve Jobs did.

I think the priorities are going to be largely the same from Cook to Ternus, I think.

That's what this appointment kind of signals.

We picked the hardware guy.

Signals that they're not pivoting to go all in on AI.

Right now, the answer looks like yes.

Even though I've talked about Apple as being behind on AI, the idea that the company needs to execute some sort of, like, radical pivot or turnaround is also not correct.