Punjab, Sept. 10 -- September 9 was John Ternus's first keynote as Apple's chief executive. He took over from Tim Cook on September 1, and ran the presentation from the start - unveiling the iPhone 18 Pro, AirPods 5 and Apple Watch Series 12 before arriving at the foldable Duo.

A hardware engineer in the chair

The background matters. Cook came from operations and built Apple's supply chain into the most formidable in consumer electronics; under him the company became a logistics and services business as much as a product one.

Ternus came up through hardware engineering. He led the teams behind Mac and iPad silicon transitions, which are among the most technically difficult things Apple has done in the last decade.

It is a mistake to rea...