How long to the next ATP podcast?
I think they usually record on Tuesdays, so not long
I think this is also why they release so late in the week. News usually happens before they record.
John Ternus to become Apple CEO
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Re: John Ternus to become Apple CEO
#32$AAPL down almost 1% after-market on this news
Look like it briefly went down to above what it started today at.
Re: John Ternus to become Apple CEO
#33[deleted]
Re: John Ternus to become Apple CEO
#34I'm quite curious what Tim Cook's legacy will end up being. There is no question many of Apple's business experienced significant, impressive growth during his tenure. Amazing capital efficiency. There is also no question Apple lost product velocity. Few new products were launched, and those that were had mixed success. Tim was, at the end of the day, an elite financial operator. Apple shareholders were lucky to have…
Things he effectively presided over:
* Apple Silicon, the most far-reaching technical transformation in the company's history (probably a bigger deal than macOS itself)
* Apple Pay
* The Watch and Airpods product categories, both of which Apple now dominates.
All while holding on to its position in phones and improving (drastically) its computers.
It feels like a pretty successful term.
Re: John Ternus to become Apple CEO
#35Wow. Hopefully, Ternus will bring what he brought to Apple's hardware to their software. The hardware is leaps and bounds ahead of anything else, but their software gets worse and worse every generation. I'm glad to hear this.
Hardware people, in my very direct experience, are terrible at software. But we can hope.
It's more the hope that he can bring the culture embedded in the hardware division over to software, which hopefully results in better software.
Re: John Ternus to become Apple CEO
#36I'm quite curious what Tim Cook's legacy will end up being. There is no question many of Apple's business experienced significant, impressive growth during his tenure. Amazing capital efficiency. There is also no question Apple lost product velocity. Few new products were launched, and those that were had mixed success. Tim was, at the end of the day, an elite financial operator. Apple shareholders were lucky to have…
> Few new products were launched, and those that were had mixed success.
Tim oversaw the launch of the Apple Watch, Airpods, Airtags, Apple Pay, the Beats acquisition (which lead to Apple Music) and the launch of the M series chips.
He's had quite a few product launches under his belt, many of them company-defining products.
Re: John Ternus to become Apple CEO
#37Wow. Hopefully, Ternus will bring what he brought to Apple's hardware to their software. The hardware is leaps and bounds ahead of anything else, but their software gets worse and worse every generation. I'm glad to hear this.
Short-term, I'm just hoping this means the AirPods Max (and Vision Pro too, I guess) get a redesign that ditches all the uncomfortably heavy metal shells.
Re: John Ternus to become Apple CEO
#38Tim Cook’s experience in logistics built Apple into the global hegemon it is today. I hope John Ternus’s experience with hardware can kick off a renaissance in both Apple hardware and software design. Mind you, Apple hardware is already amazing, but hopefully it can be even better with Ternus at the helm. Apple software is terrible, and hopefully Ternus can turn that around. I’m also hoping, without any evidence, tha…
Curious as an outsider what you mean with US politics? Seems like Apple has a pretty strong stance when it comes to things like privacy that pushes back on some things (that could be smoke and mirrors though I guess).
Re: John Ternus to become Apple CEO
#39> Under Cook’s leadership Apple has grown from a market capitalization of approximately $350 billion to $4 trillion, representing a more than 1,000% increase, and yearly revenue has nearly quadrupled, from $108 billion in fiscal year 2011 to more than $416 billion in fiscal year 2025.
Quite successful.
Re: John Ternus to become Apple CEO
#40Wow. Hopefully, Ternus will bring what he brought to Apple's hardware to their software. The hardware is leaps and bounds ahead of anything else, but their software gets worse and worse every generation. I'm glad to hear this.
Hardware people, in my very direct experience, are terrible at software. But we can hope.
Software people, in my very direct experience, are terrible at hardware... While in jest, I do think most software engineer's understanding of hardware abstractions is pretty poor and does disservice to the hardware they run on.
I know between Moore's Law and Gate's Law which one I would prefer to be the industry standard... https://en.wikipedia.org/wiki/Andy_and_Bill%27s_law