this post was submitted on 02 Sep 2026
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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.
BS is all that is driving hardware sales at the moment. Computers have been fit-for-purpose for the last 10 years.
If people don’t submit to the AI BS, they won’t need to upgrade their computers.
The only way to force people to upgrade their computers is forced obsolescence; which requires the hardware to have some sort of remote kill switch, like a TPM.
This is also why open source OSs are being criminalised; if you can run Linux on an old MacBook or Surface Pro 4, there is no incentive to buy a new computer.
Yeah exactly, local AI is the long term future. Open weight models running on your desk are already good enough for a lot of tasks, and quickly getting better.
Apple are in a very good position here and don’t really need to do all that much other than continue to iterate on their existing hardware.
Compare that to Anthropic, OpenAI who must spend insane amounts to host their closed weight models, which seem to be unprofitable at any prices people are actually prepared to pay. As local AI improves these companies have no other business to fall back on. I know which company I’d rather be CEO of right now.
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.
Totally agree and why I’m cautiously optimistic about Ternus.
Fair, he was due to retire.
But at the very least, there's a good chance that Apple will start trying to ~~shoehorn~~ integrate AI in a lot of places. How much and where remains to be seen. Especially as a new CEO, there will be a lot of pressure to respond to all the criticism they've been receiving about their approach to AI.