Keep pulling the thread on Mark Gurman.
John Ternus is expected to become the new CEO of Apple, succeeding Tim Cook, within a few weeks.
John Ternus was chosen as Apple's next CEO to shift the company's focus back to product innovation and design, moving away from the operational focus under Tim Cook.
John Ternus was the only viable internal candidate to succeed Tim Cook because at age 50-51, he was the only executive young enough to lead Apple for a 15-20 year term.
The next three years will be the biggest product launch period in Apple's history.
Apple is expected to release a foldable phone, potentially named the "iPhone Ultra," in the September-October timeframe for approximately $2,500.
Tim Cook's worst decision as CEO was hiring John Giannandrea in 2018 to lead AI, as he failed to position Apple competitively in generative AI.
Apple's autonomous car project was canceled in February 2024 after the company spent over $10 billion, representing a major failure.
Apple's AI strategy focuses on monetizing through new hardware products, including AirPods with cameras, a wearable camera pendant, and smart glasses.
Apple is paying Google billions of dollars to use Google's technology to redevelop the underpinnings of its Apple Foundation Models after its internal AI team was dismantled.
The new Siri AI is powered by Apple Foundation Models that have been rebuilt using Google's Gemini technology as their foundation.
For the Chinese market, Apple's Siri integrates with Baidu as its external partner instead of Google or OpenAI.
Apple uses AI models from Alibaba in its Chinese products as a "censorship engine" to ensure compliance with government regulations.