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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!

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Science & Technology

Why So Many Companies Are Now Chasing Neoclouds

While OpenAI is busy building its own chips, Groq, SpaceX, and even companies that used to make shoes are racing to lease out compute. The Equity Podcast crew asks: Are neoclouds the new oil? And how long will the demand last?

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While OpenAI is busy building its own chips, Groq, SpaceX, and even companies that used to make shoes are racing to lease out compute.

The Equity Podcast crew asks: Are neoclouds the new oil? And how long will the demand last?

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Bloomberg Technology

iPhone Price Hikes Will Come, Says IDC

Apple announced price hikes across its hardware products, citing unprecedented price gains in memory chips. Missing from that price hike list, for now, is the iPhone. Nabila Popal, Senior Research Director at IDC, joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Apple announced price hikes across its hardware products, citing unprecedented price gains in memory chips. Missing from that price hike list, for now, is the iPhone. Nabila Popal, Senior Research Director at IDC, joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

OpenAI Weighs IPO in 2027 | Bloomberg Tech 6/26/2026

Bloomberg’s Ed Ludlow breaks down OpenAI’s decision to potentially hold off on an IPO until next year – sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX’s $25 billion bond sale is off to a rocky start. ——– Like this video? Subscribe…

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Bloomberg’s Ed Ludlow breaks down OpenAI’s decision to potentially hold off on an IPO until next year – sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX’s $25 billion bond sale is off to a rocky start.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

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Follow Caroline Hyde on X here:
 
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