Apple’s Ternus era begins as Nvidia bets on the whole AI stack

摘要: Apple’s Ternus era begins as Nvidia bets on the whole AI stack

Theresa Loconsolo

Kirsten Korosec

Sean O'Kane

Sep 4, 2026

Listen on

正文

Apple’s Ternus era begins as Nvidia bets on the whole AI stack

Theresa Loconsolo

Kirsten Korosec

Sean O'Kane

Sep 4, 2026

Listen on

Apple Podcasts

Listen on

It’s officially the Ternus era at Apple.

Tim Cook stepped down

as CEO this week, handing the company to former hardware chief John Ternus, whose first memo

promised a “huge launch next week”

— timing that puts Apple’s next iPhone event on his desk before he’s even settled in. Cook isn’t going far, though: he’s staying on as Executive Chairman, focused on the kind of policy relationships that recently turned something as small as

a map label

into a very public balancing act. All of which raises an obvious question: what does the Ternus era look like, and how much rope will shareholders give him to figure it out?

On this episode of TechCrunch’s

podcast, hosts Kirsten Korosec and Sean O’Kane unpack what Ternus is walking into, why he may actually be better positioned to make progress on software than hardware in this new AI era, and more of the week’s news.

Listen to the full episode to hear more about:

Why Nvidia keeps making moves that look

less like a chipmaker

and more like a company trying to own the entire AI stack, from its

Hugging Face acquisition

investment in MediaTek

deeper compute deals

A chaotic week for robotaxis:

Tesla’s Cybercab event

Waymo’s expansion

into new cities,

Zoox’s first paid rides

, and what happens when these companies start competing head-to-head

What Andreessen Horowitz’s new

$1.1 billion “Machine Age” fund

signals about where early-stage AI hardware bets are headed

$285 million acquisition of GoPro

marks the end of an era for one of Silicon Valley’s original consumer tech darlings

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at @EquityPod.

Theresa Loconsolo

Audio Producer

Theresa Loconsolo is an audio

来源: TechCrunch AI