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As I reported a year ago, hardware engineering chief John Ternus is primed to be the next CEO of Apple when Tim Cook eventually retires. bloomberg.com/news/articles/…

Full story: Apple Chief Operating Officer Jeff Williams is stepping down in a blockbuster changing of the guard. As one former executive who reported to Williams told me, “the band is dissolving.” Details here, what it means and what happens next: bloomberg.com/news/articles/…

For those wondering why Apple’s design team would report to Tim Cook: the hardware design and software teams design were merged under one roof so to speak several years ago. It’s not set up to report to two different people. So Cook was the only real option.

Apple didn’t announce what will happen to the Watch and Health teams but here’s the likely outcome: Apple never said this but Watch HW was already given to Ternus years ago. You can bet watchOS and health software will go to Federighi. Fitness+ will obviously go to Services.

Samsung's Galaxy Z Fold 7 and Flip 7 are here. After a few slow years, the company is showing serious design ambition. The Fold 7 is extremely thin, and the Flip 7 has leapfrogged Motorola's Razr Ultra with slimmer bezels. My full story with Mark Gurman: bloomberg.com/news/features/…

Samsung’s Latest Foldables Aim for Mainstream Appeal Ahead of Apple’s Debut bloomberg.com/news/features/… via Mark Gurman Chris Welch

OpenAI has completed its nearly $6.5 billion all-stock deal to buy an AI device startup co-founded by Apple’s former design chief Jony Ive, cementing the ChatGPT maker’s push into the hardware market. bloomberg.com/news/articles/…

NEW: Apple readies refreshed Vision Pro with M4 chip, expanded Neural Engine and new strap for as early as this year. Lighter, redesigned version is coming in 2027. All the details here: bloomberg.com/news/articles/…

Worth another read. From last September: Apple’s Succession Strategy: Keep the Old Guard Around as Long as Possible. bloomberg.com/news/newslette… Also, called it 😉

NEW: Meta has made unusually high compensation offers to new members of its “superintelligence” team — including a more than $200 million package for Apple’s AI models chief. Here’s how the packages are actually structured — bloomberg.com/news/articles/…

Another read from last year — Succession at Apple: The Insiders Poised to Take Over Top Roles. Already 2 for 2 and it’s only been a year. bloomberg.com/news/newslette…

Dear Apple, since Twitter now works on design at Apple please see this great concept.

NEW: Google’s Gemini AI can now turn photos and text prompts into 8-second video clips with ambient sound and dialogue. I tested it out, and the results are.. mixed. bloomberg.com/news/articles/…

🚨$200 million+ 🚨 Meta has made shockingly high compensation offers to new members of its “superintelligence” team — including a $200m+ package for former Apple Inc. engineer Ruoming Pang. Scoop w/Mark Gurman as the AI talent wars continue: bloomberg.com/news/articles/… $META

NEW: Apple plans M5 MacBook Pros and MacBook Airs, A19 iPhone 17e, new Mac external monitor, new low-end iPads and M4 iPad Airs as part of a flurry of new products in the first half of 2026. Details here — bloomberg.com/news/articles/…

Of course, this is a follow-up to this fall, when Apple will release the iPhone 17 line, M5 iPad Pros new Apple Watches and updated Vision Pro. There is so much new Apple hardware coming over the next several months — including a push into the smart home with its smart display.

The rhetoric that Tim Cook should be replaced is just non-sensical. Replace him with who? Steve Jobs, sadly, isn't walking through that door.

From a few weeks ago on Apple’s M&A strategy regarding artificial intelligence and interest in Perplexity. No need to read a copy paste. bloomberg.com/news/newslette…