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

Stratechery 22 April 2026 12h ago
John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
66
Relevance
3/25
Freshness
25/25
Authority
25/20
Brand Signal
11/15
Depth
2/15
Relevance Freshness Authority Brand Depth
The elevation of John Ternus suggests that Apple's future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.
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