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Mark Gurman

Chief Correspondent, Bloomberg News · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

journalistauthor@markgurman ↗LinkedIn ↗markgurman.com ↗Wikipedia ↗Instagram ↗

Mark Gurman is Bloomberg's lead consumer technology reporter, widely recognized for his scoops detailing upcoming Apple hardware, software releases, and internal leadership changes. He established his reputation breaking Apple news for 9to5Mac before joining Bloomberg in 2016, where he authors the weekly Power On newsletter.

30statements → 19claims → 7claims resolved → 71%fully supported → 3.78/5average certainty → 2.56/5average debate potential → 64said about them ↓

5 supported 2 partly supported 0 contradicted 2 not yet assessed 9 not checkable as stated how the 19 claims stand · each chip opens the sources

12 predictions · 7 assertions · 9 opinions · 1 insight · 1 what if · every statement was checked. The predictions and assertions are the 19 claims: statements the public record can support or contradict. 8 are resolved, 2 are not yet assessed, and 9 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Mark argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up
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.”
Mark Gurman Apr 22, 2026 ▶ 2:46 Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
none yet certainty 3
83% certainty 4
100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

Everything Mark Gurman said on TBPN that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
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.”
Mark Gurman Apr 22, 2026 ▶ 3:20 Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
Opinion
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”
Mark Gurman Nov 4, 2025 ▶ 13:26 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Partly held up
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.”
Mark Gurman Nov 4, 2025 ▶ 14:38 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Assertion Not checkable as stated
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.”
Mark Gurman Nov 4, 2025 ▶ 17:00 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Held up
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.”
Mark Gurman Apr 22, 2026 ▶ 2:46 Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
Insight
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…”
Mark Gurman Nov 4, 2025 ▶ 8:36 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Assertion Not checkable as stated
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…”
Mark Gurman Nov 4, 2025 ▶ 23:19 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Assertion Not checkable as stated
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.”
Mark Gurman Nov 4, 2025 ▶ 24:41 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Opinion
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.”
Mark Gurman Nov 4, 2025 ▶ 29:26 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Opinion
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 …”
Mark Gurman Nov 4, 2025 ▶ 36:21 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
What-if
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.”
Mark Gurman Apr 22, 2026 ▶ 3:00 Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
Opinion
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.”
Mark Gurman Nov 4, 2025 ▶ 6:28 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Held up
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.”
Mark Gurman Nov 4, 2025 ▶ 7:38 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Opinion
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.”
Mark Gurman Nov 4, 2025 ▶ 8:11 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Opinion
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.”
Mark Gurman Nov 4, 2025 ▶ 11:32 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Not checkable as stated
Gurman: Apple Probably Won't Rename Siri Despite Brand Damage
“I don't think they're gonna make a name change, but they should.”
Mark Gurman Nov 4, 2025 ▶ 15:22 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Assertion Not checkable as stated
Gurman: Apple is paying Google as a supplier to power Siri
“Apple is paying Google.”
Mark Gurman Nov 4, 2025 ▶ 15:32 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Not checkable as stated
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.”
Mark Gurman Nov 4, 2025 ▶ 16:39 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Held up
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.”
Mark Gurman Nov 4, 2025 ▶ 19:09 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Opinion
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…”
Mark Gurman Nov 4, 2025 ▶ 26:27 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Open · timeframe Dec 2027
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.”
Mark Gurman Nov 4, 2025 ▶ 27:05 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Assertion Not checkable as stated
Gurman: Apple is developing camera-equipped AirPods alongside smart glasses
“You know, they've also been working on AirPods like I'm wearing with cameras in there as well, and so I think there's actually a bake-off going on internally too.”
Mark Gurman Nov 4, 2025 ▶ 27:58 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Open · timeframe Nov 2028
Gurman: Meta's next-gen display glasses will feature binocular screens
“The current Meta's, they have one screen in them. The second generation version will have displays in, in, in both eyes.”
Mark Gurman Nov 4, 2025 ▶ 30:43 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Prediction Partly held up
Gurman: Google to launch smart glasses with Samsung and Warby Parker
“What you're going to see is Google come into this space, too. They're going to launch, you know, their smart glasses with Samsung in a few months, their glasses with Warby Parker and a few other glasses brands in a few months, and there's going to be a lot of …”
Mark Gurman Nov 4, 2025 ▶ 30:56 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More

Show 6statements(6 left)

The other half of the tape: Mark Gurman's own voice is left out of every number here. Other people bring the name up 63 times in 19 episodes on TBPN. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most John Coogan 29Jordi Hays 5

Statements about Mark Gurman, by other people (1)

Prediction Held up
Hays: Next Apple Vision Pro will mostly just get faster chip
“The next version coming as soon as this year will mostly just get a faster chip.”
Jordi Hays Aug 23, 2025 ▶ 22:50 Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping

Every mention by year

tap a year for its mentions
00208401520252026episodesmentions
081520252026episodes it came up in
0027.541520252026episodesmentions per episode
2026 38 mentions in 12 episodes 3 per episode
2025 25 mentions in 7 episodes 4 per episode

Appearances (1)

EpisodeDateSpeaking time
Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More Nov 4, 2025 20m

Played on the show (1)

Episodes where a recording of Mark Gurman was played rather than Mark taking part, or where the tape carries an address with nobody putting questions to them. Listed because the words are on the record, kept out of every score on this page because they were not said on this show. We read this off the tape: who was spoken to, who was asked something, who answered whom.

EpisodeDateOn tapeWhat it is
Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN Apr 22, 2026 1m clip played
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