The Post-Cook Era, Copilot’s Cost Crisis & Google’s AI Arms Race | Techstrong Gang
The enterprise playbook is breaking in three places. Jon Swartz, Jack Poller, Tracy Ragan, Jeff Reich, and Andrew Storms unpack Tim Cook’s handoff to John Ternus, GitHub halting new Copilot sign-ups as agentic coding costs overtake flat-rate subs, and Google Cloud Next 2026 Round 2 — new TPUs, the Gemini Enterprise Agent Platform, a 10x-inference stack with NVIDIA, and a four-year NetApp sovereign-cloud deal.
