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Tim Cook is stepping down. What happens to Apple now? | Equity Podcast

A new era is on the way for Apple as Tim Cook plans to step down from his CEO role in September, handing the reins to hardware chief John Ternus. Ternus may be inheriting one of the most durable businesses in tech, but he’s also stepping into a very different ecosystem than the one Cook…

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A new era is on the way for Apple as Tim Cook plans to step down from his CEO role in September, handing the reins to hardware chief John Ternus.

Ternus may be inheriting one of the most durable businesses in tech, but he’s also stepping into a very different ecosystem than the one Cook spent decades shaping. The App Store’s 30% cut is under pressure, the behind-the-scenes power Apple once held over developers is being challenged, and vibe-coded apps are changing what it means to build on Apple’s platform.

On this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what this transition means for startups and a closer look at some of the week’s biggest deals — including SpaceX’s $60B option on Cursor.

Chapters:

00:00 Intro

00:26 Anthropic’s Mythos accessed by “unauthorized groups”

04:28 Is Amazon’s $5B Anthropic investment just another circular deal?

09:53 SpaceX and Cursor’s $60B option

18:25 Is this finally the year of the IPO?

21:38 SpaceX, Revolut, and Cerebras: the IPOs to watch

26:41 Tim Cook’s retirement plans

29:15 What a new Apple CEO means for startups and the App Store

35:59 Outro

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1 Comment

1 Comment

  1. @dasbjasds

    April 27, 2026 at 9:54 am

    Thank you for this video, very enlightening!

    Reply

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iPhone Duo Livestream: How Many Folds Can Apple’s Phone Take? Day 8

Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors…

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Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors online to answer any of your questions.

Join us weekdays from 10:00 AM – 2:00 PM PT / 1:00 PM – 5:00 PM ET

Read more about the iPhone Duo Folding Test on CNET.com
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Shooting Video with Honor’s Magic 9 Pro Max

Phone-maker Honor partners with the iconic cinema camera maker ARRI to enhance the look and color of videos recorded on its Magic 9 Pro Max. CNET Senior Editor Mike Sorrentino got the chance to test it out, and here are his thoughts. #honormagic9promax #allthingsmobile #tech #honor #smartphone You can find the products mentioned in this…

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Phone-maker Honor partners with the iconic cinema camera maker ARRI to enhance the look and color of videos recorded on its Magic 9 Pro Max. CNET Senior Editor Mike Sorrentino got the chance to test it out, and here are his thoughts. #honormagic9promax #allthingsmobile #tech #honor #smartphone

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Video Editor: Tara Brown

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iPhone Duo vs. OLED iPad Mini

It doesn’t fold, but Apple’s refreshed tiny tablet now feels like a refreshing Duo alternative. #iphoneduo #apple #ipadmini #oledipadmini #versus You can find the products mentioned in this video linked below *CNET may get a commission on these offers Read more about it on CNET.com: Video Credits: Host: Tara Brown, Scott Stein Camera: Tara Brown…

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It doesn’t fold, but Apple’s refreshed tiny tablet now feels like a refreshing Duo alternative. #iphoneduo #apple #ipadmini #oledipadmini #versus

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*CNET may get a commission on these offers

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Video Credits:
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Camera: Tara Brown
Video Editor: Tara Brown

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