{"podcast":{"title":"Equity","slug":"equity-55848","podcast_index_feed_id":55848,"rss_url":"https://feeds.megaphone.fm/YFL6537156961","website_url":"https://techcrunch.com/","image_url":"https://megaphone.imgix.net/podcasts/7f647576-b0d4-11ef-ad77-1356cd002e92/image/c517eaa8f9b86d18ff98a18dec7a5178.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"TechCrunch","episode_count":791,"summary":"The intersection of technology, startups, and venture capital touches everything now. That’s why Equity, TechCrunch's flagship podcast, digs into the business of startups for entrepreneurs and enthusiasts alike. Every Wednesday and Friday, TechCrunch reporters keep you up-to-date on the world of business, technology, and venture capital. Equity is ranked the No.2 podcast in the Top 100 Venture Capital All time leaderboard on Goodpods—As well as No.17 for the Top 100 Finance All time chart and No.32 for the Top 100 Business News All time chart.","last_synced_at":"2026-09-17T06:20:32.412004+00:00","page_url":"https://stenobird.com/podcast/equity-55848"},"episode":{"title":"Apple's Ternus era begins as Nvidia bets on the whole AI stack","slug":"apple-s-ternus-era-begins-as-nvidia-bets-on-the-whole-ai-stack","published_at":"2026-09-04T16:02:00+00:00","page_url":"https://stenobird.com/podcast/equity-55848/apple-s-ternus-era-begins-as-nvidia-bets-on-the-whole-ai-stack","show_page_url":"https://stenobird.com/podcast/equity-55848","url":"https://traffic.megaphone.fm/TCML4360085193.mp3","audio_url":"https://traffic.megaphone.fm/TCML4360085193.mp3","summary":"It's&nbsp;officially the Ternus era at Apple.&nbsp;&nbsp; Tim Cook stepped down&nbsp;as CEO this week, handing the company to former hardware chief John Ternus, whose first memo&nbsp;promised a “huge launch next week”&nbsp;— timing that puts Apple's next iPhone event on his desk before&nbsp;he's&nbsp;even settled in. Cook&nbsp;isn't&nbsp;going far, though:&nbsp;he's&nbsp;staying on as executive&nbsp;chairman, focused on the kind of policy relationships that recently turned something as small as&nbsp;a map label&nbsp;into a very public balancing act. All of which raises an obvious question: what does the Ternus era look like, and how much rope will shareholders give him to figure it out?&nbsp;&nbsp;On this episode of TechCrunch's&nbsp;Equity&nbsp;podcast, hosts Kirsten Korosec and Sean O'Kane unpack what Ternus is walking into, why he may actually be better positioned to make progress on software than hardware in this new AI era, and more of the week's news.&nbsp; Listen to the full episode to hear more about:&nbsp; Why Nvidia keeps making moves that look&nbsp;less like a chipmaker&nbsp;and more like a company trying to own the entire AI stack, from its&nbsp;Hugging Face acquisition&nbsp;to its&nbsp;investment in MediaTek&nbsp;and&nbsp;deeper compute deals&nbsp; A chaotic week for robotaxis:&nbsp;Tesla's Cybercab event,&nbsp;Waymo's expansion&nbsp;into new cities,&nbsp;Zoox's first paid rides, and what happens when these companies start competing head-to-head&nbsp; What Andreessen Horowitz's new&nbsp;$1.1 billion&nbsp;“Machine Age” fund&nbsp;signals about where early-stage AI hardware bets are headed&nbsp; Why the&nbsp;$285 million acquisition of GoPro&nbsp;marks the end of an era for one of Silicon Valley's original consumer tech darlings&nbsp; Subscribe to Equity on&n…","meta_description":"It's officially the Ternus era at Apple. Tim Cook stepped down as CEO this week, handing the company to former hardware chief John T…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2335,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/equity-55848/episodes/apple-s-ternus-era-begins-as-nvidia-bets-on-the-whole-ai-stack/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/equity-55848/apple-s-ternus-era-begins-as-nvidia-bets-on-the-whole-ai-stack.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}