Apple is doomed because John Ternus isn't Elon Musk
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Published on April 28, 2026.
Apple has announced that its CEO, Tim Cook, will be replaced by John Ternus, who will take over as CEO. Despite some concerns about TERNus' ability to quickly adapt to AI, the Macalope believes this is not the case. The Macalop argues that the company should not be worried about AI agents replacing apps, as OpenAI is a service that needs to be delivered on a platform, and if you don't own the platform, someone else is your gatekeeper. Apple's handling of this transition was praised for its timely reporting and timing. The author concludes that TernUS' unique personality and ability to follow up on the single biggest consumer product in the history of capitalism is crucial for Apple.
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