Imthaz
5.6K posts

Imthaz
@imthaz
Technology enthusiast. Apple nerd. iPhone photographer. Digital creator. Movie buff. Occasionally funny. Writing tech at https://t.co/HqjLbmzCHu
☁️ Katılım Haziran 2009
93 Takip Edilen703 Takipçiler
Imthaz retweetledi
Imthaz retweetledi
Imthaz retweetledi
Imthaz retweetledi
Imthaz retweetledi
Imthaz retweetledi
Imthaz retweetledi

I think it’s a bit harsh to say that Tim doesn’t have a visionary bone in his body, but he does know how to run a company. Steve knew this and handed over the keys to someone he knew was a safe play.
Now that Apple is a household name with great financials, Ternus has all he needs to be the product visionary Steve Jobs was.
hinata@HinataMotivates
Aswath Damodaran: Steve Jobs almost killed Apple.
English

@caro_milanesi @mweinbach I think the most consequential hardware moment is the MacBook Neo, and Ternus was the one to introduce it.
English

Interesting timeline given this was expected in 2027. Now Ternus will be the one to introduce the first foldable iPhone, which means the most consequential hardware moment in years belongs to a hardware engineer from day one. Hard to believe this is just a coincidence.
Ben Bajarin@BenBajarin
Sort of how we felt it would go. John Ternus CEO of Apple, and Tim Cook to Chairman. Johny Srouji is also now Chief Hardware Officer. Apple is in good hands.
English
Imthaz retweetledi
Imthaz retweetledi

Code doesn’t lie.
Code doesn’t cheat.
Code is just.
The compiled edition is out now.
(Pay what you want, including free.)
👉 1720541891659.gumroad.com/l/qkali

English

Apple just mass-shelved a $3,500 headset, dissolved the entire team that built it, and is now building glasses that do less than Meta's $299 Ray-Bans. And the math says this is the smartest hardware decision they've made in years.
Vision Pro shipped 390,000 units in 2024. Then 45,000 in Q4 2025. Production halted. Marketing cut by 95%. The dedicated Vision Products Group was dissolved and folded into standard hardware divisions. Apple killed the product without saying the word.
Meanwhile Meta sold 7 million smart glasses last year. Tripled their entire prior sales in a single year. They're targeting 20 million units by end of 2026. EssilorLuxottica's stock hit record highs.
Here's what Apple actually learned from the Vision Pro failure: the market doesn't want a computer on your face. It wants a computer that looks like your face already has something on it. 300 million Americans wear corrective lenses. The addressable market for "glasses that also do AI stuff" is 100x the addressable market for "headset that replaces your monitor."
The four frame styles tell you everything. Wayfarer shape, Tim Cook's slim rectangles, large ovals, small ovals. Acetate instead of plastic. Multiple colors. Apple studied how people already buy eyewear and reverse-engineered a tech product into that behavior.
The constraint nobody is talking about: these glasses require an iPhone. That's the entire strategy. AirPods made switching from iPhone painful. Apple Watch made it worse. Glasses that see the world through Siri and relay everything through your phone? That's the final lock-in device. Every pair sold is an iPhone retention contract worth $1,000+ per year in services and upgrades.
Meta built a standalone product. Apple is building a retention moat you wear on your face 16 hours a day.
Mark Gurman@markgurman
Power On: Apple’s upcoming AI smart glasses will come in several styles and colors - and the company is testing a unique vertical oval camera design. The latest on Apple’s next major product. bloomberg.com/news/newslette…
English

@emkwan I wrote something around this yesterday, it’s great that this design kinda works like a fold and also a flip but I feel like when the device is folded it’s going to be a degraded experience.
volatileinputs.com/2026/04/has-ap…
English




























