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Can John Ternus find Apple’s next big thing?

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Why This Matters

This piece matters because it captures a pivotal moment for Apple as it transitions leadership from Tim Cook to John Ternus and pushes into a new hardware category with the foldable iPhone Duo, all while trying to pivot from the iPhone-centric era to an AI-driven future. Mark Gurman's insider perspective offers a rare look at how Apple's internal culture and strategy are evolving under new leadership, which has broad implications for consumers and the tech industry watching Apple's next moves.

Key Takeaways
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Today, I’m talking with Mark Gurman, who is the world’s best-sourced Apple reporter — both as Bloomberg’s chief Apple correspondent and the host of the upcoming podcast Power On.

Earlier this month, Apple hosted its annual iPhone hardware event, virtually every detail of which was reported ahead of time by Mark. But this event was special, for a number of reasons.

It was new Apple CEO John Ternus’ first major product launch since he took over for former CEO Tim Cook less than two weeks prior. It was also the debut of the iPhone Duo, Apple’s first foldable smartphone. The timing of those two things was not at all coincidental, as you’ll hear Mark explain. Apple takes these hardware events — and the stories they tell — extremely seriously.

This year’s story actually says a great deal about what’s happening at Apple, how Cook managed in wholesale leadership ranks over the past year, and how all of that might change Apple’s culture. Furthermore, what all that tells about Ternus’ plan to navigate Apple from what you might call the iPhone era into the AI era.

Okay: Bloomberg’s Mark Gurman on the future of Apple. Here we go.

This interview has been lightly edited for length and clarity.

Mark Gurman, you’re the chief Apple correspondent and the managing editor of consumer technology at Bloomberg. Welcome to Decoder.

Good to be here finally. Thanks for having me. And it’s been a while, so it’s good to catch up on all things Apple.

Yeah, I’m really excited to talk to you. Obviously, Apple just had its big event. They announced the iPhone Duo. It was John Ternus’s first event as CEO. This is a Decoder episode, so we’ve got a new CEO, and we’ve got a new org chart inside of Apple.

There’s been a lot of shuffling. You’ve been chronicling them very, very deeply over the past few years. Let’s just start with the event. I have a very basic question for you.

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