While Tim Cook was the master of the supply chain, Ternus is expected to lead Apple by embedding AI into the hardware itself rather than chasing the chatbot arms race.
In the AI era, Apple needs a leader who understands that AI is not just a feature but a foundational element of the physical user experience. Ternus's strong background in custom silicon is critical. Apple's AI future depends on its chips running complex models locally for speed and privacy.
The Verdict: Apple is a play on longevity and ecosystem depth. If you believe in Ternus's ability to turn iPhone into the ultimate AI gatekeeper, the current volatility due to the Iran war maybe a great entry point.
I am excited to find out how Ternus will guide Apple into an AI era.
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