John Ternus Era at Apple Kicks Off With the Changing of Lake Ontario to 'Lake America'

The president has these companies hostage in terms of trade rules. They appease him or they lose out, and considering the state of big tech, they need friends, because the AI bubble has drained their supply chains of resources.

The thing is, Apple was the exception in terms of the “AI” circlejerkery. Not trying to fanboi for them - simply pointing out that they are nowhere near the proportional outlay that the kool-aid drinkers are, in terms of ML spend.

That’s probably about to change with their new CEO too:

“It’s becoming clear that AI is not a fad, is not something that will go away in the next two or three years,” said Jeronimo. “It’s something that will dictate the future of most tech companies and indeed all companies.”

He reckons AI could be “the most consequential technology” for Apple because it could either help it maintain its lofty position or create a set of daunting challenges.

www.dw.com/en/…/a-78575898

It’s pretty likely that AI was the reason why Apple is changing CEOs in the first place, because they have been getting criticized for not being as hopelessly stupid about it as other tech companies are.

Nah, I don’t think that’s it. Cook is 65, and retirement (or semi-retirement) is appropriate for his age.

Termus is a hardware guy, and if AI is going to play a part in Apple’s long-term plan (and I agree that it will,) it’s going to skew heavily on-device. I don’t think we see any big AI changes from Apple just because Ternus is now CEO.

Also, Apple was kinda dull under Cook.

Which is a weird thing to say when you have big swings like the Vision Pro. But the phones pads and watches really played it safe.