Mark Gurman

@markgurman on X

Writes about AI and Product. 79% of posts open with an observation. A typical post reaches 1,002 likes.

Remix their style

Posts: 52
Likes: 60K
Typical: 1K
Best: 5.2K

What they write about

AI: 58%
Product: 25%

How they open

observation: 79%
number: 19%
question: 2%

Every post of theirs in the library

Mark Gurman@markgurman

Apple picked Ternus because of his age and belief that he could reinvent Apple’s product lineup and compete against AI-savvy competitors. Longtime colleagues describe Ternus as someone willing to make clear calls, in contrast to Cook’s more deliberative, consensus-based approach.

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Mark Gurman@markgurman

The important details: - Siri AI for developers in English today; all users later this year in beta. - Siri AI is NOT yet coming to the EU given the regulatory issues there. - Siri AI and new Apple Intelligence features are also not yet coming to China for similar reasons.

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Mark Gurman@markgurman

Pixelmator already looks like it was built by Apple — so probably not a ton here to change in the near-term other than making it free to download, changing the name (Photos Pro?) and, of course, turning it into a monthly subscription.

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Mark Gurman@markgurman

Apple: "Have never seen a component price increase this much, this quickly. We have shielded our customers from these increases so far, but we have now reached a point where we need to begin raising prices on a number of products, including today’s increases for iPad and Mac.”

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Mark Gurman@markgurman

I’m excited to become Managing Editor of all things consumer technology at Bloomberg, where I’ll continue reporting on Apple but now oversee consumer tech news from across the industry and launch a product reviews program and a podcast. t.co

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Mark Gurman@markgurman

The Apple Car wasn’t entirely a failure: It was the beginning of Apple’s AI hardware strategy and the Neural Engine. If not for the car, Apple would be even further behind in AI. So it wasn’t all for nothing.

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Mark Gurman@markgurman

Power On: After the iOS 26 overhaul, Apple’s plan for iOS 27 is a Snow Leopard-like year with a major focus on quality versus new features. But there’s one big exception: a lot more AI. Details here — t.co

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Mark Gurman@markgurman

Apple hardware chief Ternus knows he needs bold new AI products and is the driving force behind its trio of new AI wearables and a big push into the smart home. But he was also — for better or for worse — against the Vision Pro, Apple Car and beefing up the original HomePod.

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Mark Gurman@markgurman

In September, Apple is poised to debut its first foldable iPhone, a device that’s expected to cost $2,000-plus. A monthly price of somewhere between $60 and $70 for that phone will seem a lot more palatable.

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Mark Gurman@markgurman

Apple has been telegraphing this the last month: 1) Mac Pros going out of stock at retail stores and online 2) Discontinuing the Pro Display XDR and naming of new Studio Display 3) Announcing it’ll build Mac minis in Houston I had also written in December this was happening.

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Mark Gurman@markgurman

Looking ahead, there is ongoing work on a bigger rethink to the Apple Watch, but I wouldn’t expect that to arrive for another year or two. And Apple is still moving toward getting a blood-sugar feature to the market this decade, making good on a project conceived in the Jobs era.

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Mark Gurman@markgurman

A lot of people using macOS 15 and iOS 18 keep mentioning the revamp to Settings. Obviously not a huge deal, but it’s getting a new UI with a reorganized, cleaner layout that’s more simple to navigate. It also has much improved search. There are also updates to Control Center.

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Mark Gurman@markgurman

For those in the Mac world, Siri AI is like iMovie and ChatGPT is like Final Cut Pro. Siri AI can handle the basics — and a bit more — but power users will want the extra functionality. There’s plenty Siri AI can’t do, but what it can do is good enough for a ton of people.

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Mark Gurman@markgurman

Apple: We asked that Epic Sweden resubmit the app update without including the US storefront of the App Store so as not to impact Fortnite in other geographies. We did not take any action to remove the live version of Fortnite from alternative distribution marketplaces in the EC

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Mark Gurman@markgurman

This is the Apple AI strategy: A) On-device LLM (in house) B) Cloud-powered LLM (in house) C) Chatbot (OpenAI for sure, Google maybe). Apple isn’t building its own chatbot but knows the market wants it so it’s going elsewhere for it. It’s the same playbook as search.

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Mark Gurman@markgurman

When OpenAI bought Tan’s AI startup for $6.5 billion last year, the company had little to show beyond concepts and early prototypes. With OpenAI racing to an IPO, the pressure was on. Now they’re looking at a phone but that likely won’t be their first device.

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Mark Gurman@markgurman

The failure to get the AI Siri out on time not only impacts current device users and the company’s dwindling reputation in AI, but hurts its ability to launch an entirely new hardware product: its smart home hub. Welcome to Apple’s AI crisis. t.co

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Mark Gurman@markgurman

Apple has been working on these for four years and they were planned for spring 2026, but delayed due to Apple’s AI and Siri snags. The new Siri is coming this September, based on Google Gemini models.

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Mark Gurman@markgurman

The Oura Ring 5 is official and it’s 40% smaller, making it far closer to a wedding band or non-smart ring in size. It also has new health features like sleep apnea and hypertension detection - but the price is going up to $399+. t.co

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Mark Gurman@markgurman

The other imminent stuff - iPhone 17e, new entry level iPad and the iPad Air. I’m not expecting a new iPad Pro for a while. My iPad usage dropped off significantly after the 2018 iPad Pro but the M4/M5 design is hard to stop using. Highly recommend.

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Mark Gurman@markgurman

This makes sense. Apple has too many and a confusing number of subscriptions. Also makes the base TV subscription more valuable - for those who care about soccer. I wish Apple would solve the NBA problem but rights make that impossible.

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Mark Gurman@markgurman

The iPhone and iPad were so successful and innovative because Apple mastered their core technology: Multi-Touch. I believe that AI is as core to the next wave of hardware as touch was to the last wave.

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Mark Gurman@markgurman

Judge tells Apple to stop charging commissions on purchases made outside of the App Store (currently 27% cut) and says the company’s VP of Finance Alex Roman lied under oath. She says Phil Schiller didn’t want to take a % on out-of-store purchases but was overruled by CEO & CFO.

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Mark Gurman@markgurman

OpenAI’s new hardware division built around Jony Ive’s secretive startup has ramped up hiring of Apple engineers. The group has brought on about 40 new people in the last month or so, with many of them coming from Apple’s hardware group. Details here: t.co

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Mark Gurman@markgurman

A more aspirational version championed by Apple’s design team used even more glass, instead of metal, but was scrapped early on. The company encountered problems connecting glass panels together. The design didn’t hold up when Apple had to figure out how to mass-produce it.

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Mark Gurman@markgurman

The AirPods, code-named B798, were originally slated for release in 2026. The deadline slipped in part because of Apple’s prolonged struggles with artificial intelligence software. The company also had to develop visual AI models capable of identifying objects.

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Mark Gurman@markgurman

The more I think about this the more it becomes obvious that Apple had no choice but to do this. At some point the Mac Pro is going to be discontinued. The headlines that Apple nixed its only Made in America product wouldn’t go down well at 1600 Pennsylvania Ave. Problem solved.

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Mark Gurman@markgurman

Apple has just wrapped up an internal meeting with the AI division announcing these changes, I'm told. It included Craig Federighi, Mike Rockwell, John Giannandrea, Robby Walker and Kim Vorrath. They didn't take questions but all seemed very positive about the moves.

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Mark Gurman@markgurman

Apple is planning a big update for spring with iOS 18.4, but some capabilities planned for later in 2025 are already postponed. I’m told that a larger-than-usual number of features for iOS 19 (beyond LLM Siri) are already delayed till spring 2026 (19.4). t.co

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Mark Gurman@markgurman

The initial stock reaction to Apple Intelligence was negative but the stock is up 7% today. Why? Wall Street had time to digest how broad the suite of AI features is — there was so much thrown out at once in a rushed manner yesterday. The lack of a real leapfrog is irrelevant.

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Mark Gurman@markgurman

I don’t think the Mac or iPad price increases are going to be shocking or incredibly deterring to customers. But the smart speaker and TV box markets are so commoditized that these HomePod and Apple TV price hikes could drive people to cheaper Google and Amazon alternatives.

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Mark Gurman@markgurman

Pretty clear now why there’s a new iPad Air coming just a year after the last model but no new iPad Pro. The iPad Air is clearly a hit. It’s hard to beat the $799 model with a 13 inch screen and M2. Quite the deal.

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Mark Gurman@markgurman

Apple is also planning M5 Pro + M6 Mac mini and M5 Max + M5 Ultra Mac Studio, but their configurations and release timing are fairly tied to the memory shortage. Current models don’t ship for three months.

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Mark Gurman@markgurman

- Why Apple may partner with Google, OpenAI or others for generative AI in iOS 18. - Apple prepares to roll out in-box iPhone software update feature to all US retail stores. - Sonos prepares to launch Roam 2 speaker - iOS 18 to get new Home Screen t.co

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Mark Gurman@markgurman

After two years of regulatory delays, Apple Intelligence was finally approved by the Chinese government. No word yet on when a launch will happen - but Apple could flick this on server-side. This is separate from Siri AI. t.co

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Mark Gurman@markgurman

Apple doesn’t have imminent plans to launch its own controller, but it spent years prototyping a “wand” for the Vision. This would be more of an Apple Pencil-like tool for precise control, not games. Still, it shows the company knows hand-and-eye UI won’t cut it for all uses.

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Mark Gurman@markgurman

As part of the price increases, the MacBook Air moves from 256 GB of storage at the base to 512 GB, while the MacBook Pro goes to 1 terabyte at the base (2TB for the M5 Max models). The October M5 MacBook Pro 14-inch also goes up, from $1599 to $1699.

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Mark Gurman@markgurman

The system will work similarly to App Store ads. Retailers, restaurants etc will be able to bid for search terms. So if you search for “coffee,” the highest paying local coffee shop will be shown first as an ad. Also similar to Google and Yelp.

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Mark Gurman@markgurman

Still odd that Apple’s head of software — not its head of AI — is still the one representing Apple Intelligence. The head of AI spoke at WWDC but he's otherwise completely uninvolved in any public, marketing or PR capacity.

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Mark Gurman@markgurman

The omitted features: 1) Apple’s biggest change to iOS in a decade (AI) 2)The favorite new feature of Apple’s biggest fans (iPhone Mirroring) 3) Maybe the most important new iOS 18 feature (SharePlay Screenshare)

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Mark Gurman@markgurman

NEW on @TheTerminal: Apple is raising the price of Apple TV+ from $6.99 to $9.99 (and $69 to $99 annually), Apple Arcade from $4.99 to $6.99 and News+ from $9.99 to $12.99. Apple One bundle prices also going up + hikes are coming internationally.

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Mark Gurman@markgurman

Apple CEO John Ternus’s big product priorities are a trio of AI smart home devices and a trio of AI wearables. But progress has been uneven, with delays hitting timelines of a HomePod with screen (2026), smart glasses (2027) and a tabletop robot (2028). t.co

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Mark Gurman@markgurman

Also in Power On: Major shortages hit the MacBook Air amid the memory and silicon crunch, with many new orders now not arriving until September. Apple appears to be prioritizing sales now of the entry level MacBook Pro. t.co

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Mark Gurman@markgurman

Xcode is getting a big AI infusion too. It will work similarly to GitHub Copilot, which can complete code automatically. Though Apple has already been using this new developer tool internally, it’s unlikely to release it in its full form until next year. t.co

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Mark Gurman@markgurman

Apple will have several new AI features based on its own, homegrown models. But they’ll be using a partner — whether it ends up being Google, or OpenAI — to power generative AI features. A deal would be reminiscent of the Apple and Google search engine partnership.

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Mark Gurman@markgurman

Many of the new AI features will use the on-device LLM, but this is still a major shift for a company that has touted on-device for privacy and security reasons. Some features will also require Apple’s newest devices.

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Mark Gurman@markgurman

Robby Walker, who runs Siri and reports to AI chief John Giannandrea said it remains unclear when the new Siri features will launch. There are other more urgent priorities and upcoming launches. But they will come.

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Mark Gurman@markgurman

New Vision Pro details: Roadmap doesn’t call for a new model until Fall 2026, as the company struggles to figure out how to make a cheaper version; VisionOS 2.0 is catch-up release, not a game-changer; Expansion to China is happening in very near future. t.co

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Mark Gurman@markgurman

The original concept was for these AR Glasses, codenamed N107, to pair with an iPhone, but Apple shifted to the Mac over battery life and processing power concerns. Apple is still working on underlying technology for standalone glasses — coming one day.

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Mark Gurman@markgurman

This marks a slight acceleration of its prior investment plans. This is an additional 1000 hires a year and $39 billion a year in additional investment than its prior commitment. It’s also opening a manufacturing “academy” in Detroit.

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Mark Gurman@markgurman

He is a very meticulous engineer and a judicious executive,” says Tony Blevins, the company’s procurement chief until 2022, who describes Ternus as an “outstanding and obvious choice” to succeed Cook.

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Mark Gurman@markgurman

There are new Fire TV 4K sticks, including a new base model with WiFi 6 support and 1.7GHz chip (30% faster, they say). There’s also a Fire TV 4K Max stick with a 2GHz chip, more storage, WiFi 6E support and Dolby vision + Atmos.

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