Decoder with Nilay Patel artwork

Can John Ternus find Apple's next big thing?

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

Summary

This episode delves into the leadership transition at Apple, with John Ternus taking the CEO reins and launching the new foldable iPhone Duo. It explores how Apple's strategy might shift from Tim Cook's era, highlighting the critical role AI will play in future product development. The discussion offers insights into the challenges and opportunities facing one of the world's largest tech companies as it seeks its 'next big thing'.

Key takeaways

Themes

founder & leadershipproduct & merchandisingai & automation

Topics covered

apple leadership transitioniphone duo foldableapple ai strategyfuture hardware developmentmanagement team overhaultim cook influence

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. Read the full interview transcript on The Verge. 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

Related episodes

Frequently asked about this episode

What does this episode say about founder & leadership?
Apple's new CEO, John Ternus, is prioritizing AI as a core component of the company's future strategy, indicating a significant push into AI integration across products and services.
What does this episode say about product & merchandising?
The launch of the iPhone Duo, Apple's first foldable device, signals a strategic pivot towards new hardware form factors and a potential disruption in the foldable smartphone market.
What does this episode say about ai & automation?
John Ternus faces the immediate challenge of potentially restructuring Apple's management team to align with his vision and navigate the post-Tim Cook era.
What does this episode say about founder & leadership?
Despite the CEO transition, Tim Cook's substantial pay package suggests his continued influence and involvement in Apple's strategic direction.
What does this episode say about founder & leadership?
Changes in key leadership, such as Phil Schiller stepping down from App Store management, hint at potential shifts in Apple's services strategy and developer ecosystem relationships.

Listen