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Can Apple’s New CEO and Products Reignite Its Innovation?
Mark Gurman on Apple’s AI lag, John Ternus as CEO, rumored camera AirPods, foldables, memory-driven price hikes, supply chains and the OpenAI legal clash—can Apple regain product momentum?
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What stands out
Mark Gurman’s Odd Lots interview lands at a clear inflection point: Apple has promoted John Ternus to lead a company that has largely missed the AI boom, is testing higher prices because of a memory shortage, and may unveil headline-grabbing hardware from camera-equipped AirPods to foldable iPhones. That cocktail of leadership change, inventory-driven price moves, and ambitious product bets could either revive Apple’s cultural cachet or expose how thin the company’s near-term growth runway really is.