Apple’s Ternus era begins as Nvidia bets on the whole AI stack
THE SO WHAT
A hardware-first CEO at Apple and Nvidia pushing deeper into the full AI stack point to the same pattern—control over silicon, software, and services is converging. If you’re an OEM or ISV, assume the platform owners will keep moving up and down the stack, and pick your dependency points with an exit strategy in mind.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationApple: Ternus trae récord de lanzamientos tras salida de Tim Cook
A record pipeline under Ternus — from foldable iPhone to touch MacBook — is Apple signaling hardware iteration is back as a primary growth lever, not just services and silicon. If you build in Apple’s ecosystem, assume more form-factor fragmentation and shorter design cycles in your 2027–2028 roadmap.
Tech & InnovationUS Military Discovers Just How Dangerous Ad Trackers Can Be
If the US military is treating commercial ad trackers as a security problem, your own employee and customer data exhaust is already an attack surface. Map where third-party trackers and brokers touch your footprint and assume adversaries can buy what you leak.
Tech & InnovationApple Kicks Off Ternus Era With Record Product Pipeline
A “biggest ever” run of new Apple devices — foldables, iPhone refresh, Watch — means accessory, app, and enterprise vendors will be chasing a moving target for the next 12–24 months. Treat September’s event as a re-baseline moment for your Apple-dependent UX, testing, and support matrices.
Tech & Innovation2026.36: Friction and Feedback
If Stratechery is centering on 'society losing friction,' assume your customers are too—every manual review, login step, or approval chain is now competing with a cultural bias toward zero-latency experiences. Use this as a forcing function to map where added friction is actually buying you signal versus where it's just legacy drag.