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Can CEO John Ternus find Apple's next big thing?

Decoder with Nilay Patel · with Mark Gurman · September 21, 2026 · 58 min

Summary

In this episode, Bloomberg's Mark Gurman and Nilay Patel discuss the launch of Apple's foldable iPhone Duo under new CEO John Ternus. They analyze Ternus's leadership style compared to Tim Cook's, explore the challenges of finding Apple's next breakthrough product beyond the iPhone, and delve into the critical role of AI in Apple's future strategy. This episode offers valuable insights into executive leadership transitions, product innovation challenges, and strategic shifts within a major tech company.

Key takeaways

Themes

founder & leadershipproduct & merchandisingai & automation

Topics covered

apple ceo transitionjohn ternus leadershipiphone duo foldableapple product strategyai in apple productsnext big thing in techhardware innovationtim cook legacyphil schiller role changeapple's future growth

Episode description

Today, I’m talking with Bloomberg’s Mark Gurman, who is the world’s best-sourced Apple reporter. Earlier this month, Apple hosted its annual iPhone hardware event, and this event was special, for a number of reasons. It was new Apple CEO John Ternus’ first major product launch. It was also the debut of the foldable iPhone Duo. So I wanted Mark on the show to explain why this event was so important, and how John Ternus’ Apple will look a lot different from Tim Cook’s. Links: Apple iPhone Duo launch event: the 5 biggest announcements | The Verge The iPhone Duo is Apple’s first foldable | The Verge Tim Cook’s CEO-like pay package shows he isn’t going anywhere | Bloomberg Apple’s Phil Schiller steps down from running App Store | Bloomberg Apple’s new CEO will need to soon overhaul his management team | Bloomberg Apple’s Ternus takes the reins as CEO, with AI as job No. 1 | Bloomberg Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Greg Ott, Kate Cox, and Nick Statt. This episode was edited by Eileen Felix. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Frequently asked about this episode

What does this episode say about founder & leadership?
Understand the immense pressure on new tech CEOs like John Ternus to deliver groundbreaking
What does this episode say about product & merchandising?
This podcast covers the launch of the new iPhone Duo and the transition of Apple's CEO, focusing on product development and future strategy.
What does this episode say about ai & automation?
This episode analyzes the pressures and challenges facing new Apple CEO John Ternus as he navigates the company's product roadmap, including the foldable iPhone Duo and the critical role of AI. It provides insights into tech leadership changes and innovation strategies.
What does this episode say about founder & leadership?
Mark Gurman and Nilay Patel discuss John Ternus's new role as Apple CEO, the launch of the iPhone Duo, and Apple's pursuit of its next big innovation. The conversation highlights the strategic shifts and challenges in a post-Tim Cook era, with a strong emphasis on AI's future impact.

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