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What will Apple’s John Ternus era look like? | Equity Podcast

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…

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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 Equity 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.

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Chapters

00:00 Intro

1:12 Tim Cook steps down & John Ternus takes over as CEO

13:33 Nvidia’s spreading its AI bets

21:58 A big week for robotaxis: Tesla, Waymo, Zoox & Uber

29:09 a16z’s $1.1B “machine age” fund and $8.5B growth fund

32:39 GoPro’s $285M acquisition and pivot to AI/defense

36:34 Outro

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CNET

First Look at Meta Hologram (Cool or Creepy?)

CNET editor at large Scott Stein got a first look (in more ways than one!) of Meta’s new photorealistic avatars, Meta Hologram. Hologram will be coming to Meta VR glasses and Meta Ray-Ban Display in spring 2027. #metaconnect #metavr #metaglasses #allthingsmobile #vr Read more about it on CNET.com Video Credits: Host: Scott Stein Video Editor:…

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September 24, 2026

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CNET editor at large Scott Stein got a first look (in more ways than one!) of Meta’s new photorealistic avatars, Meta Hologram. Hologram will be coming to Meta VR glasses and Meta Ray-Ban Display in spring 2027. #metaconnect #metavr #metaglasses #allthingsmobile #vr

Read more about it on CNET.com

Video Credits:
Host: Scott Stein
Video Editor: Faith Chihil

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CNET

Demo: 3D Meta Hologram Calls on Meta VR Glasses

Is this real life?! At Meta Connect 2025, Scott Stein found out what it’s like to take a Meta Hologram call on Meta’s upcoming VR glasses. #metaconnect #metaverse #metahologram #vr #allthingsmobile Read more about it on CNET.com Video Credits: Host: Scott Stein Video Editor: Faith Chihil Add CNET as a trusted news source Never miss…

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September 24, 2026

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Is this real life?! At Meta Connect 2025, Scott Stein found out what it’s like to take a Meta Hologram call on Meta’s upcoming VR glasses. #metaconnect #metaverse #metahologram #vr #allthingsmobile

Read more about it on CNET.com

Video Credits:
Host: Scott Stein
Video Editor: Faith Chihil

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CNET

Demo: Taking a Call With Meta Hologram

Imagine walking around doing chores while on a phone call, but all the person you’re talking to sees is you chatting with them normally. At Meta Connect 2026, we got a live demonstration of how phone calls and WhatsApp calls will look like with Meta’s photorealistic Hologram avatars coming to Meta Ray-Ban Display glasses. Even…

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16 hours ago

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September 24, 2026

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Imagine walking around doing chores while on a phone call, but all the person you’re talking to sees is you chatting with them normally.

At Meta Connect 2026, we got a live demonstration of how phone calls and WhatsApp calls will look like with Meta’s photorealistic Hologram avatars coming to Meta Ray-Ban Display glasses. Even if you don’t have a pair of Display glasses, you’ll be able to see the caller’s Hologram on your phone. #metaconnect #metaglasses #metahologram #vr #allthingsmobile

Read more about it on CNET.com

Video Credits:
Host: Scott Stein
Video Editor: Faith Chihil

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