面对AI业务的困境，苹果选择了吃“回头草”

Core Viewpoint - Apple is reportedly reviving its interest in AI chatbots, specifically developing a new internal team called "Answers, Knowledge and Information" (AKI) to create a ChatGPT-like experience, despite previous denials about chatbot development [1][3]. Group 1: AI Development and Team Structure - The AKI team is led by former Siri development head Robbie Walker, who has previously criticized the delays in personalized Siri features [3]. - Apple is now potentially adopting an internal competition model for AI development, with both personalized Siri and AKI being developed simultaneously [3]. - The company is under pressure to catch up in the AI field, as it has been perceived as lagging behind competitors [3]. Group 2: Financial Performance and Market Reaction - Since the beginning of 2025, Apple's stock price has dropped approximately 16%, making it one of the worst performers among the "Magnificent Seven" tech stocks [5]. - Despite the stock decline, Apple's latest financial report showed that core business lines, including iPhone and Mac, exceeded expectations [5][6]. - Analysts believe that Apple's struggles in the AI race have contributed to its stock price decline [6]. Group 3: Talent Retention and Challenges - The departure of key AI researchers, including AFM team leader Pang Ruoming, who left for Meta with a reported $200 million deal, has raised concerns about Apple's AI capabilities [6][8]. - The loss of critical personnel poses significant challenges for Apple's foundational AI models, which are essential for its AI initiatives [8]. - The complexity of developing a personalized Siri, which aims to be a general intelligence agent, has led to delays, while the development of an AI chatbot like "Apple GPT" is seen as less challenging [8][12]. Group 4: Market Position and Future Outlook - The AI chatbot's development is viewed as a necessary response to competitors' advancements in AI, as Apple risks disappointing its loyal customer base if it fails to deliver new innovations [12]. - The AKI team is perceived as a stopgap measure to address the growing demand for AI solutions amid increasing competition in the sector [12].