What’s Really Going Wrong at Apple?

In 1984, Apple smashed Big Brother’s screen. Forty years later, it might have become him. Eight days after taking over from Tim Cook, new Apple CEO John Ternus stood on stage selling a $2,000 foldable he named “the Duo”, and his hands told a story. This is how the company that once fought IBM turned into a landlord: $877 billion in buybacks, leasing plans, walled gardens, lawsuits, a cancelled car, a Siri that now runs on Google’s AI, and the warning Steve Jobs gave about exactly this moment back in 1995. ⏱️ CHAPTERS 0:00 Look at his hands: Ternus, IShowSpeed and the iPhone Duo 1:03 1983: “Will Big Blue dominate?” and the “1984” ad 2:09 1997: 90 days from bankruptcy 2:44 The phone call to Warren Buffett 4:05 Act II: From buyers to forever tenants 6:07 Google’s $20 billion for a default setting 6:34 Act III: The walls of the apartment 7:06 The iMessage emails: “It was policy” 7:54 “Outright lied under oath” 8:32 Act IV: The great Silicon Valley role reversal 9:22 Meta takes the risks: Orion and the AI pendant 9:58 Project Titan: the car Apple killed 10:33 Siri: from first to renting Google’s AI 11:48 Act V: The inheritance 12:48 Act VI: Jobs’s 1995 prophecy