Apple is entering a new era with Tim Cook set to step down as CEO in September and hand over the reins to hardware chief John Ternas.
Tarnas may be inheriting one of the tech industry’s most durable businesses, but he’s also stepping into a very different ecosystem than the one Cook spent decades shaping. The App Store’s 30% share is under pressure, the behind-the-scenes power Apple once held over developers is being challenged, and vibe-coded apps are changing what it means to build on Apple’s platform.
In this episode of TechCrunch’s Equity podcast, hosts Kirsten Kolosek, Anthony Ha, and Sean O’Kane dig into what this transition means for startups and take a closer look at some of the week’s biggest deals, including SpaceX’s $60 billion option on Cursor.
Listen to the full episode to hear:
What SpaceX and Cursor’s deal (and their $10 billion split fee) says about Elon Musk’s AI strategy post-xAI merger Why fintech Revolut and AI chip startup Cerebras’ public market plans make you wonder if this is really the year the IPO market reopens
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