John Ternus

person on 5 shows · 12 statements across 7 episodes · said 217 times in 26 episodes since 2025

Big Technology 156 TBPN 57 All-In 2 20VC 2 More or Less

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Big Technology 156TBPN 5720VC 2All-In 2

2026 202 mentions in 23 episodes 9 per episode
2025 15 mentions in 3 episodes 5 per episode

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12 statements about John Ternus, every show

TBPN Opinion
Hays: John Ternus has what it takes to run Apple
“Cook couldn't, couldn't make it to 95 in the seat, but Ternus, I think he got it, what it takes.”
Jordi Hays Sep 10, 2026 ▶ 4:48 Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN
Kantrowitz: Cook and Ternus comp packages look more like co-CEOs
“That feels more like co-CEOs to me than it does. Like one person's the CEO and the other person's the executive chairman.”
Alex Kantrowitz Sep 9, 2026 ▶ 25:12 Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
BIG TECHNOLOGY Prediction Not checkable as stated
Kantrowitz: OpenAI alienating tech allies will eventually cause severe consequences
“OpenAI's loss of these friends over time is going to add up to something really bad. Who knows what that exactly is, but there's gonna come a time where OpenAI's gonna need Satya, or it will need John Ternus, or it will need Elon. And they won't be there for t…”
Alex Kantrowitz Jul 20, 2026 ▶ 53:24 Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
BIG TECHNOLOGY Prediction Open · timeframe Oct 2027
Kantrowitz: Apple Will Make Big Acquisitions in John Ternus's First Year
“I think Apple's gonna make some big acquisitions in Ternus' first year for him to set the tone that it's gonna be different, and I think that's good.”
Alex Kantrowitz May 5, 2026 ▶ 28:28 Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
MORE OR LESS Assertion Supported
Apple plans for John Ternus as CEO, Tim Cook as Executive Chairman
“This is a transition plan with John Ternus, who we should talk about, taking over as CEO, and Tim Cook staying on as executive chairman, and him taking on some of the going to the White House diplomatic kind of roles.”
Jessica Lessin Apr 24, 2026 ▶ 13:23 What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
Dave Morin: Cook's executive chairman role represents an Alphabet-style structural shift
“The CEO job that John Ternus is inheriting is not the CEO job that Tim Cook inherited. Like, this is more of an alphabet moment, I think, for Apple. Like this is a three trillion dollar, four trillion dollar company that is, you know, has an enormously importa…”
Dave Morin Apr 24, 2026 ▶ 14:37 What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
Sam Lessin: Cook staying executive chairman allows him to retake CEO role
“If you're executive chairman, then if shit goes wrong, you can step back in. Yeah. It's not a full transition.”
Sam Lessin Apr 24, 2026 ▶ 15:47 What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
MORE OR LESS Prediction Held up
Jessica Lessin: Apple Will Not Hire an External CEO
“They're not going to run a search and hire a CEO from another company to run Apple, unless they're like covering.”
Jessica Lessin Apr 24, 2026 ▶ 18:44 What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
Morin: Apple Cannot Pick a Software Leader as CEO
“Like you can't choose the software people. They are not under the same timelines and same pressure that drive the fundamental business of Apple on a global basis. And so you have a very narrow set of internal choices that you can choose from.”
Dave Morin Apr 24, 2026 ▶ 21:13 What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
BIG TECHNOLOGY Assertion Supported
Kantrowitz: Tim Cook steps down as Apple CEO, John Ternus succeeds him
“Tim Cook has stepped down as the CEO of Apple and John Ternus is going to replace him as of September first.”
Alex Kantrowitz Apr 21, 2026 ▶ 0:10 Tim Cook Steps Down. And Who is John Ternus? — With Joanna Stern
BIG TECHNOLOGY Prediction Not checkable as stated
Stern: John Ternus's hardware focus will be great for Apple
“Now it kind of flips back. It goes back to someone who's very interested in the hardware, the design, the actual products. Which, you know, can only, I think, be great for Apple as the company that makes the best tech out there.”
Joanna Stern Apr 21, 2026 ▶ 1:56 Tim Cook Steps Down. And Who is John Ternus? — With Joanna Stern
BIG TECHNOLOGY Prediction Held up
Siegler: Apple's next CEO will be John Ternus or Craig Federighi
“It has to be sort of between those two, between Ternus and Federighi. But everyone, you know, all the reporting points to Ternus. And so you have to believe that that's the thing.”
M.G. Siegler Jan 13, 2026 ▶ 47:52 AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball

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