四年2亿，苹果天才离职内幕首曝光！庞若鸣发离职信告别，苹果AI大溃败

Core Viewpoint - Apple's ambitious AI plans have faced significant setbacks, leading to the departure of key talent and delays in product launches, particularly the "Apple version of ChatGPT" which has been postponed to 2026 [2][4][5]. Group 1: Team Dynamics and Leadership Conflicts - The Apple AI team has experienced a major upheaval, with key figures leaving and the core team disbanding, primarily due to internal conflicts between the foundational model team and the software product team led by Craig Federighi [4][10][12]. - The foundational model team, led by former DeepMind expert Pang Ruoming, aimed to develop a general intelligence AI, while Federighi's team focused on practical applications, leading to a clash of visions [10][12][24]. - The decision to delay the release of AI features and the new Siri has caused frustration and confusion within the foundational model team, resulting in a loss of morale [14][31][34]. Group 2: Talent Exodus and Financial Incentives - Pang Ruoming's departure to Meta, with a reported compensation of up to $200 million over four years, has triggered a wave of resignations from the foundational model team, with many seeking opportunities at competitors like OpenAI and Anthropic [17][18][22]. - Apple's leadership has begun to reassess its compensation structure in an attempt to retain talent, a rare move for a company that has traditionally relied on its brand to attract employees [22]. - The loss of Pang, who was seen as a protective figure for the team, has led to a significant decline in team morale and cohesion [26][50]. Group 3: Strategic Missteps and Market Position - Apple's AI strategy has been criticized for lacking direction, with unclear goals regarding whether to compete directly with ChatGPT or pursue alternative paths [47]. - Despite having developed large language models prior to the rise of ChatGPT, Apple failed to respond effectively to the competitive landscape, resulting in missed opportunities [40][42]. - The foundational model team had made significant progress, including the development of a prototype capable of multi-turn dialogue, but was met with unexpected delays and a lack of communication from upper management [28][31][34].