Equity · Friday, September 4, 2026
Under new CEO John Ternus, Apple faces the challenge of continuing growth in a mature market and innovating in both hardware and software. A key focus will be maintaining leadership or competitiveness in artificial intelligence, which is considered more critical than regulatory or political relationships.
“I think that the shareholders really care about, which is, you know, continued growth, which is how do you grow, um, a very mature company, you know, one of the most valuable companies in the world. How do you put out, um, new and interesting products while also, um, pushing forward on the software side?”
“On the product side, I think one thing that we haven't really talked a lot about, which is sort of surprising since we talk about AI so much on the show, which is how Ternis is going to keep Apple as a leader or certainly in the game of of AI.”
“What really matters here is how Apple is going to lead or at least keep up.”