Daily Tech News Show Everything Is Changing at Apple - DTNS 5147
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Nov 17, 2025 The discussion dives into Apple's potential changes, including a split iPhone release schedule starting in 2026 to stabilize revenue. Succession planning for Tim Cook is on the table, with John Ternus as a leading candidate. The podcast also explores DeepMind's strides in weather forecasting and the implications of using generative models for TV production. Furthermore, it touches on global internet freedom trends, rising RAM prices, and the impact of AI in toy safety and content quality.
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Apple Will Stagger iPhone Releases
- Apple plans to split iPhone launches across autumn and spring to smooth revenue and supplier load.
- Tom Merritt and Robb Dunewood say foldables and iPhone Air tie into that shift starting 2026.
Spread Releases To Smooth Business Cycles
- Spreading product launches can flatten revenue peaks and make forecasting easier for investors and suppliers.
- Robb Dunewood recommends this as a sensible move to stabilize Apple's sales cycle.
Succession Planning At Apple Intensifies
- Financial Times reports Apple is intensifying succession planning with Tim Cook likely to step down as soon as next year.
- The likely heir apparent mentioned is John Ternus, signaling a hardware-focused future.