John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

By Stratechery by Ben Thompson April 22, 2026 · Edited April 22, 2026

The elevation of John Ternus suggests that Apple's future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.

The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.