Apple's Ternus era begins as Nvidia bets on the whole AI stack
The Equity podcast crew asks what John Ternus inherits at Apple as Nvidia expands beyond chips, robotaxis heat up, and VCs pour money into the next wave of AI hardware.
TL;DR
- John Ternus is the new CEO of Apple, taking over from Tim Cook.
- Tim Cook will serve as Executive Chairman, focusing on policy.
- Ternus's first major task is overseeing a significant product launch next week.
- Nvidia is making strategic moves to control the entire AI stack, beyond just chip manufacturing.
- The robotaxi industry is experiencing intense competition with events from Tesla, Waymo, and Zoox.
- Andreessen Horowitz has launched a new fund focused on early-stage AI hardware investments.
- The acquisition of GoPro signifies the end of an era for the Silicon Valley tech company.