Leadership transition to John Ternus marks a new era for Apple; speaker is extremely excited about hardware-based innovation and healthcare integration.

Now, Josh, we know what Tim Cook did. He built a very powerful operating machine and achieved tremendous success in the supply chain. The iPhone has become a part of our daily lives.

What does John Ternos offer that could actually change Apple's future trajectory?

Listen, I'm extremely excited about this . Here's why. John Ternos is a hardware engineer at heart. So, Tim Cook, despite his great success, is a legendary CEO who has taken this company and achieved tremendous growth in its value for himself, shareholders, and others, but I think this is a step towards a new era for Apple. And that's what's happening.

Tim Cook will remain heavily involved, as will all the senior executives who are part of this organization. Ternos is being delivered as one of the most successful companies on the planet with an unparalleled balance sheet.

Its value is approximately $4.7 trillion at this stage. So, I think she'll move into this more hardware-based field, and I'm very excited about that.

So, if we move towards greater reliance on hardware, how much pressure is there on John Ternos to introduce a new category? I mean, he was part of many of these new projects. The development of the iPad, AirPods, and MacBook Neo , which certainly received great reviews.

But how much pressure is he under now that he is at the helm to create a new category? Could incremental improvements to their already successful products like the iPhone and Apple Watch be enough to drive the next phase of growth without a new product?

correct. I think this is one of the scenarios where he doesn't have to reinvent Apple. It is itself a very successful company . And I think the next stage of this is, let's think about things like biointegration.

There is now a standard at Apple where they have a lot of wearable technology . Even if it's not a wearable device, think of the iPhone. Moving this to the next stage of development might involve things like, listen , there are technologies out there now that will incorporate things like non-invasive glucose testing .

If you have diabetes, instead of constantly pricking your finger and drawing blood, a wearable device like the Apple Watch could revolutionize the world of health, if Apple chooses to pursue this path given the availability of the technology.

There are also aspects of this matter that relate to behavioral health. Whether it's about monitoring issues such as drug and alcohol abuse, or biochemical reactions in the body.

There are currently studies that relate to matters external to the chemistry of our human bodies, such as checking for problems with food spoilage. I believe all of these things fall squarely within John Turnus's area of expertise, who has helped the company a great deal from a hardware engineering perspective .

He has worked there for 25 years on this very thing, and he is also being led and will continue to be led thanks to the guidance of all the great people surrounding this company.

If the Apple Watch becomes a source of hardware and services revenue in its own right as it moves into healthcare instead of just tracking wellness , will that ease the pressure related to the AI debate, where we keep saying that Apple’s AI is lagging?

It is lagging behind in the artificial intelligence race. Do you really need a standalone AI product if you can integrate it into a healthcare services platform linked to something we interact with daily?

I think the market will ultimately determine that, but I tend to believe that Apple itself doesn't need to be the most advanced AI product on the market. There are many organizations that already do this .

Unfortunately, there are some pending lawsuits against OpenAI that essentially involve the kidnapping of some Apple employees , but I think Apple should focus, and I believe it will, on continuing to develop its hardware.

Of course, the software also accompanies this, but this can help it pass the test of changing leadership , as well as push itself forward in a competitive market that many are not focusing on because of the current AI noise.

Will artificial intelligence be part of a background effect? naturally. But is it the ultimate goal and everything for Apple? I don't think so at all.

What risks and regulatory issues might you face if you tried to move further into the healthcare field and offer something like non-invasive glucose testing ? Hmm, how comfortable are people with sharing their vital and bodily information with Apple?

Also, who is responsible if the results are wrong?

Well, to begin with, they are already doing some of that right now . Currently, Apple monitors heart rate and blood pressure and provides reports on these matters . Therefore, it is important to point that out.

But you're right, we need— for Apple's own good—a certain level of consumer trust. In some respects, regulatory approvals will be required , but Apple has a proven track record of making progress in this regard.

And let's also talk about new devices; we're likely going to get a foldable iPhone . That's exciting and wonderful, but will it be enough to actually expand the target market? Or is Apple simply launching another product for some of its high-end customers?

Well, it will be expensive. Predictions indicate a price of around $2000 for this luxury product. Here's another thing. I have seen some competing foldable models and I wasn't very impressed with them.

So, let's hope—and this is something I think John Ternos is very good at—that he takes a product like the iPhone, which was previously breakable. If you drop it, it will break on the ground.

Now it's a little more durable, so I think that under his supervision, this product can pass the consumer test and be very valuable. I'm looking forward to it . It will be expensive, but only if it really works and you don't encounter problems such as tearing, folding, or an unclear center when you open it.

If it passes those simple criteria, I think it will be a huge success for Apple, along with all their other product lines.