CNBC Televisionยท2025-10-16 11:33AI Talent Acquisition & Loss - Meta poached Key Yang, Apple's AI search lead, highlighting ongoing talent war [1][2] - Apple faces pressure to innovate in AI, especially for iPhone and Siri, due to lagging behind competitors [3][4] - Apple's AI update to Siri is a major project, crucial for competing with AI search features from companies like Google and OpenAI [4] - Apple declined to comment on the departure, but still plans to release the AI update next year [4] Strategic Options & Challenges - Apple can leverage its access to over 1 billion iPhone users for AI deployment [5] - Apple could partner with Google or another company to enhance its AI capabilities [5][6] - Meta is reportedly offering substantial compensation packages to attract AI talent, potentially exceeding what Apple is willing to pay [7] - Failure to deliver a compelling AI experience next year could be a significant setback for Apple [10] Market Expectations & Future Outlook - Tim Cook is expected to address the AI status during the upcoming earnings call [10] - The market anticipates Apple to provide updates on its AI strategy and progress [10]