JM
47 posts


Cmon Disney make this happen
Yellow Minutes@yellowminutes
'AVENGERS: DOOMSDAY' cast featuring X-Men team In Theatres 18 December
English

#TheDevilWearsPrada2 is a love letter to the original fans of the TDWP. I loved every bit of it. Taken for granted and shared carbs, anybody?
English
JM retweetledi

Isa lang masasabi ko after panoorin ang episodes 9 & 10 ng #TheSilentNoise on Prime Video: BITIN!
Season 2 plssss 🫠😅
Filipino
JM retweetledi

one of the most ignored aspects of beyoncé’s legacy is her vast impact in rap

Bitxh Wit’em & Some Bitxh In’em Thassa Lotta Bitxh@cbr_Olu
Beyoncé is a top tier rapper and if y'all weren't misogynistic you'd hear Her influence across the HipHop landscape
English
JM retweetledi

Sony and Honda confirm that their joint venture to build EVs is being mothballed, with workers at the company being reassigned back to their respect HQs.
Sony won't be Afeel-ing very good about this.

Gearoid Reidy リーディー・ガロウド@GearoidReidy
The Sony-Honda electric vehicle venture looks dead in the water. Honda's recent decision to reverse course on EVs means tech expected to power the venture's cars won't be available. The JV is pulling the plug on the Afeela 1, which had been expected to go on sale *this year*
English
JM retweetledi

The succession everyone called for years just happened, and it's the most revealing personnel decision in tech this year. Apple is the company most behind in AI: Siri delayed three times, Apple Intelligence launched with hallucinated news headlines, and the upgraded assistant is reportedly going to be powered by Google Gemini under the hood. The obvious move was to put a software or AI executive in the CEO seat. Instead the board picked the guy who runs hardware engineering.
Ternus has been at Apple 25 years. He's a mechanical engineer. He's never run software, services, or AI. His resume is iPhone, iPad, Mac, AirPods, Apple Watch, Vision Pro, and the M-series silicon transition. He is the silicon-and-systems candidate.
Cook leaves with the receipts. Market cap from $350B to $4T, a 10x in 14 years. Revenue from $108B to $416B, nearly quadrupled. Services from a footnote to a $100B business. He inherited a hardware company and built a recurring-revenue platform on top of it. The market said thanks by selling AAPL down 1% after hours.
The Ternus pick tells you what Apple's board actually believes about the next decade. The AI race won't be won at the model layer where Apple is hopeless and renting from Google. It'll be won at the silicon layer (on-device inference, custom NPUs, thermal envelope, battery), the form factor layer (glasses, wearables, ambient computing), and the integration layer (the chip talking to the OS talking to the model). All hardware-adjacent problems. All Ternus problems.
The bear case is straightforward. Apple just promoted the executive least connected to the technology that's eating the world, at the exact moment software-native companies (OpenAI with Jony Ive's device, Meta with Ray-Ban, Google with Gemini-everything) are coming for the iPhone's distribution. A mechanical engineer running the most valuable consumer software platform in history. That's a real bet.
The bull case is the same fact framed differently. Every competitor is converging on the realization that AI hardware (the device the model lives on) is the next platform, and Apple has spent 25 years building exactly that. Ternus shipped Apple Silicon, the only credible non-Nvidia AI chip in a consumer device. He runs Vision Pro. He inherited the robotics team in the April reorg.
The boring read is succession planned years in advance, no surprise. The interesting read is that Apple just told you it doesn't think the AI race ends with the best chatbot. It thinks it ends with the best device. And it picked the person who builds devices.
Mark Gurman@markgurman
BREAKING: Tim Cook steps down. Ternus to CEO.
English


