The Ternus era at Apple has officially begun. This week, Tim Cook stepped down as CEO, passing the reins to former hardware chief John Ternus. In his first memo, Ternus promised a “huge launch next week,” which means the upcoming iPhone event will land on his plate before he’s even fully settled into the role. Cook isn’t disappearing, though—he’ll stay on as Executive Chairman, focusing on the kind of policy relationships that recently turned even a minor map label into a very public balancing act. This raises a key question: what will the Ternus era actually look like, and how much patience will shareholders extend while he figures it out? Tune in to the full episode for more on:

Why Nvidia’s recent moves increasingly resemble a company aiming to control the entire AI stack rather than just a chipmaker—from its Hugging Face acquisition to its investment in MediaTek and deeper compute partnerships

A turbulent week for robotaxis, featuring Tesla’s Cybercab event, Waymo’s expansion into new cities, Zoox’s first paid rides, and what happens when these players start competing directly

What Andreessen Horowitz’s new $1.1 billion “Machine Age” fund reveals about where early-stage AI hardware investments are heading

Why GoPro’s $285 million acquisition signals the end of an era for one of Silicon Valley’s original consumer tech standouts

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