Tesla Bull Ross Gerber to Apple’s new CEO John Ternus: Apple ‘needs’ Google because …

Tesla Bull Ross Gerber has an important message for the incoming Apple CEO John Ternus. Recently, in a message to Ternus, Gerber said that Apple ‘needs’ Google to stay competitive in the AI era. Speaking to Benzinga, Gerber said that Apple’s strength in hardware and ecosystem could erode without a strong AI strategy. “They need to do a deal with Google,” he argued, pointing to Alphabet’s leadership in AI through its Gemini platform. Gerber suggested Apple could integrate Gemini instead of relying solely on Apple Intelligence, and even connect Waymo’s self-driving vehicles to the Apple ecosystem.Gerber also noted that while Apple excels in hardware, Google has struggled in the segment outside Waymo. He believes that a partnership between the two, would combine Apple’s hardware dominance with Google’s AI software expertise. “It’s a perfect matchup if they combine their forces to build killer software and hardware products.”Apart from partnerships, Gerber has also urged Ternus to focus on new product categories such as:Gerber believes these innovations could help Apple reclaim leadership in consumer tech. “The AI product killer is having glasses that you don’t need to walk around looking at a phone anymore,” he said.John Ternus didn't waste time. Days after being announced as Tim Cook's successor, Apple's CEO-in-waiting walked into a town hall and told employees exactly how he thinks about AI—and more importantly, what Apple won't do with it. "We don't ship technology for technology's sake," Ternus said, according to Bloomberg. It was the clearest signal yet of how he plans to differentiate Apple in an AI race where most competitors have been moving fast and breaking things. Ternus officially takes over on September 1, but he's already setting the tone.It was a pointed contrast, even if he didn't name names. Google has spent years baking AI into Android at every level. Microsoft went even further, embedding it into Windows' most basic tools—Notepad, Snipping Tool, the taskbar—and paid for it with a user revolt. Ternus seems to know both stories well.His AI philosophy, as he laid it out, has two parts. First, using AI internally to make Apple better at building—tapping into decades of engineering data to solve harder problems. Second, making sure whatever reaches customers actually feels like an Apple product: considered, useful, and not just impressive in a demo.