Everything Mark Gurman said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Gurman: All Succession Indicators Point to John Ternus as Apple CEO
“So anyways, it'll be Ternus or Sabi or someone completely out of left field. I don't think this is imminent. So we'll see what ultimately happens, but all signs are turning towards Ternus.”
Gurman: Apple leadership views its initial AI rollout as a disaster
“I think they recognize that it's been a disaster. I mean, still the biggest thing to me is they were completely caught off guard by, ah, ChatGPT, Gemini, Copilot, back at the end of 22, into twenty-twenty-three”
Gurman: Apple to release Gemini-powered Siri revamp in spring 2026
“The big AI thing for Apple is the revamped Siri coming out in the spring. They're using a Google Gemini model to power it, which I think is going to make it pretty top tier.”
Gurman: Anthropic demanded $1B+ in year one to power Siri
“Anthropic wanted multiples of billions. I believe starting in a billion in year one and doubling every year thereafter, at least for the next three years.”
Gurman: Federighi, O'Brien, Cue, and Joswiak Will Not Succeed Tim Cook
“It's for sure not going to be Craig. It's not going to be Deirdre. It's not going to be Eddie. It's not going to be Jaws.”
Gurman: iPhone Air is a stepping stone to a foldable iPhone
“It's a technology exercise to really set the stage for an eventual foldable iPhone. They have to create thinner form factors, thinner batteries, more advanced materials like titanium for the casing in order to create something like the foldable phone to compet…”
Gurman: Apple considered buying Perplexity due to Google antitrust fears
“First, on the perplexity, when I was the one who broke that, that was real. That did not come from perplexity. The idea there was Apple was sort of scared out of its mind that it was going to lose this Google search deal. It was a very real possibility the jud…”
Gurman: Apple explored acquiring European AI startup Mistral
“I do believe they continue to be on the hunt for smaller AI M&A deals. In addition to perplexity, they looked at Mistral which developed their own LLMs and related technology out of Europe.”
Gurman: Meta's display glasses are 2-3 years ahead of Apple's
“I have the Ray-Ban displays that Meta gave me to test out. Those are amazing. And they're like two, three years ahead of whatever Apple's got.”
Gurman: Apple can copy any consumer hardware OpenAI builds
“In terms of Apple worried, I think Apple looks at this as something where they can be a fast follower. I don't, I think there are hardware products that OpenAI can bring to market that are innovative before Apple, but I don't think there's a product out there …”
Gurman: Kevin Lynch recommended canceling Apple Car to reallocate engineers to AI
“And he made the decision ultimately to recommend that Apple winds down this car program. He thought it couldn't be done. He didn't know, ah, when they'd be able to pull off autonomy, and so him alongside Williams, you know, ultimately wound down the Titan proj…”
Gurman: Apple Car would exist today if it targeted Level 2
“I think they could have gotten it right if they didn't get so far down the road on level five autonomy, building its operations around level five, building its autonomous system around level five, spending 10 years building different car designs and infrastruc…”
Gurman: Apple views Vision Pro as an eventual iPhone and Mac replacement
“You know, I think Apple sees the Vision Pro as potentially a long-term replacement for multiple different product categories. I think they see it as something, ah, that has potential to replace the iPad as a consumption device, potential to replace the, ah, th…”
Gurman: Jeff Williams Would Have Been CEO if Cook Left Earlier
“You look at the guy who would have been CEO if Tim Cook didn't stay so long. I'm not saying he shouldn't have stayed so long. He's done, obviously, a fantastic job for shareholders and employees and what have you, would have been Jeff Williams.”
Gurman: Apple's initial Apple Intelligence rollout was a terrible service
“Launched this terrible AI service, Apple Intelligence, that didn't really work well. And what they found out is that it didn't resonate with customers as much as prior iPhones.”
Gurman: Apple will report its first $140B quarter in upcoming earnings
“And so they set themselves up for a pretty nice upgrade cycle, and you're gonna see that with their first hundred forty billion dollar quarter. When they report at the end of January, early February.”
Gurman: There is no significant market for Apple's iPhone Air
“I don't think that there's a significant market for it. You see, Apple, because of their large numbers, have reinvented what a significant market is. For Apple, the iPhone Air is not a significant market.”
Gurman: Moving to titanium on iPhone Pros was a big mistake
“Aluminum dissipates heat so much better, and it was like a big mistake that they moved to titanium with the 15 pro and 16 pro lines a couple of years ago.”
Gurman: Apple Probably Won't Rename Siri Despite Brand Damage
“I don't think they're gonna make a name change, but they should.”
Gurman: Apple is paying Google as a supplier to power Siri
“Apple is paying Google.”
Gurman: Apple will probably replace Google's model with an in-house model
“You can also bet, at some point, they'll probably figure out their own model to replace the Google thing, so I don't think it's a long-term bet.”
Gurman: Apple built an in-house AI search to rival Perplexity
“What they haven't talked about Is AI web search. And so the new Siri is also going to have a chat GPT perplexity competitor for things like deep research and summarizing search. That is going to be an Apple built, an Apple powered system.”
Gurman: Apple has done a terrible job marketing the Vision Pro
“I also think they've done a pretty terrible job marketing it, because I'm ingrained in this ecosystem more than anyone else I know, and probably most people in this world, and despite the fact that I've had a Vision Pro, despite the fact that I'm totally tuned…”
Gurman: Apple's 2027 smart glasses will not feature visual displays
“The first version won't have displays, like the older metal Ray-Bans or the base level metal Ray-Bans. Those are coming out in twenty-twenty-seven.”