Tim has done an amazing job in the post-Jobs era with his logistics. Brought Apple from $350B to $4T. This move makes perfect sense as Apple needs to start their next chapter with how rapid the world is changing at the moment. I do hope Apple's values don't change going into this new era.

And John Ternus will be CEO

I get that this year's iPhone will be marketed as the first under Ternus's overall leadership, but truthfully, we can expect next year's to have more of his mark, since I imagine most of the details for the iPhone 18 have long been done, dusted and set into motion.

Wonder to what extent Craig Federighi was considered and what the decision-making factors were there.

I'm really hopeful about John Ternus stepping into the CEO role. Pretty much everything he's done leading Apple's hardware engineering has been an enormous unqualified success, and for a company like Apple, having hardware lead the company seems like the right step.

they replacing person doing horizontal scalability with vertical.

do they predict problems of some sort - like lost of ability to small down transistors for a while or supply chain disruption(increased prices of components sourcing)?

China is effectively run by engineers, so that is a good hedge for Apple.

Like Sam Altman, Tim Cook makes me think that what we fear in AI is already here. These two guys are corporate robots that act only in the service of the bottom line.

situations like this should allow for relaxing the title rules to "unbury" the lede.