An interview with John Ternus, who says the memory shortage is "a crisis" and "all options should be on the table", and that Tim Cook "has great relationships"

Apple devices will include a new privacy-preserving AI that helps ordinary people.

Apple's new CEO, John Ternus, has taken the helm amidst significant industry shifts, particularly the AI race where Apple is perceived to be lagging. The company recently unveiled its first foldable iPhone, the "Duo," priced at $1,999 and up, marking its most radical iPhone design change since 2007. Ternus, an engineer by trade, is stepping into a role that requires navigating Hollywood, stockholders, and global politics, a departure from his predecessor Tim Cook's strengths. While rivals like Microsoft, Google, and Meta are investing heavily in AI, Apple is focusing on a privacy-preserving, personalized AI approach. Ternus, who grew up with Apple products and joined the company at 26, emphasizes the continued need for physical devices like iPhones, even as AI technology advances. His promotion signals a return to Apple's roots in hardware and product innovation.

Apple's emphasis on a "modest but personalized and privacy-preserving form of AI" positions it as a counterpoint to the broader industry's aggressive push towards super-intelligence. This strategy may appeal to a segment of users concerned about data privacy and the societal implications of advanced AI, differentiating Apple in a crowded market. The success of this approach will hinge on its practical utility for everyday tasks, rather than solely on its technological sophistication.

The introduction of the foldable "Duo" and Ternus's background signal a renewed focus on hardware innovation and product design at Apple. This move suggests that despite the industry's AI fervor, Apple believes its core hardware, enhanced with its specific AI strategy, will remain central to user experience. The company's ability to execute on both foldable hardware and its unique AI vision will be crucial for maintaining its market leadership against more AI-centric competitors.