Patrick McGee

We just don't know.

But I think that's the most honest answer.

So let me say one thing about John Ternus, and I'll come back to China.

I was talking to someone yesterday who knows Ternus well and worked with them.

And he said, you know, Ternus actually has more of an opportunity to be a cowboy here, meaning to shoot from the hip and to be a lot more playful, in part because the other announcement yesterday is that Johnny Shruji is becoming chief hardware officer.

So that was a separate press release.

Johnny Shruji is the guy who basically since 2008 has been overseeing Apple Silicon.

Apple Silicon is probably the biggest development at Apple in the last five years.

So, you know, from I think the iPhone 4 onwards, they displaced, you know, Samsung and were designing their own chips for the iPhone.

But since 2019, I think it is, they took over the computers as well.

So Intel has been totally taken out.

You know, Apple has their own design system.

um chip studio that that has sort of taken over and and really put the competition on the back foot they've even um displaced qualcomm in some of their chips and built that in-house so major major development um shruji was um reported to be thinking of leaving last year and so it's interesting that now he's being elevated into this position that didn't exist before because i think it tells you it tells me i mean trip i don't know what your spidey sense is on this or if you have direct reporting on it but my sense is that that reporting was probably genuine and that the result of that is that

No, he's not the CEO, but he's now in the C-suite.

So he's not just replacing Ternus as the hardware chief.

He's getting an elevated role.

And so what this person was telling me was that Ternus will have more leeway to be a cowboy with the understanding that Shruji backs him up and brings the rigor, cleans up whatever mess is made and so forth.

So they might have this sort of dynamic duo quite element to it.

Well, I think Tripp and I are both these people who long for the days of, you know, the 1997 and 2007 decade where Apple just shocked the world with one more thing year after year.

Who doesn't want that?