Leah Feigert

One in just like honing in on Apple's financials.

The company was doing really well, but he took it into the trillion dollar range.

And he's also perfected its kind of operations and supply chain.

He went all in on making Apple a services and subscription business with things like the App Store, iCloud, Apple Pay, all of that.

So this doesn't sound quite as sexy as, like, launching the iPhone, but in many ways, he's the person that shaped Apple into what it is today.

And rumors about Tim Cook stepping down have been swirling for a really long time.

Back in 2024, Wired's Stephen Levy asked him if retirement was on the horizon, and Cook responded like this.

Okay, well, we're going to table that for another time.

I think what's really interesting about this moment is Apple obviously is doing phenomenally as a company.

Again, trillion dollars, et cetera, et cetera.

However, it does feel like it has missed the boat in the AI era.

And I think John Ternes' job will be in part to figure out what is Apple's place in the AI race.

Yeah, it doesn't think it needs to.

Its answer to this, I mean, Stephen Levy interviewed Ternus somewhat recently and asked, again, what are you going to do in the AI era?

And his response was very much, we have the iPhone.

We think AI apps will exist in the App Store on iPhones, and that's going to be, in many ways, our answer.

Not to say they're not going to try and embed AI in different ways, but I still think they think the primary computing platform is going to be Macs and iPhones, the devices that they create.

I like that for Allbirds because those shoes are absolutely hideous.

I sincerely hope you're wrong.

I'm really wanting an AI hardware device that could be like headphones that you could just speak to and you wouldn't have to look at a screen.