苹果AI乱局：库克越重视，业务越混乱？

Core Viewpoint - Apple is facing significant challenges in its AI strategy, particularly with the delayed upgrade of its core AI product, Siri, which has led to the establishment of a new team, AKI, aimed at developing an AI search engine similar to ChatGPT [5][9][19]. Group 1: Internal Challenges - The new AKI team, led by Robby Walker, aims to create an "answer engine" that can provide direct answers in a conversational format, reflecting Apple's need to address shortcomings in its AI capabilities [8][9]. - The delay in Siri's upgrade to 2026 is attributed to technical challenges in merging existing systems with large language models, forcing Apple to pivot to a new system architecture [9][10]. - Apple has experienced a talent exodus, with key members of its foundational models team leaving for competitors, exacerbating internal instability and pressure [11][14]. Group 2: External Pressures - Apple generates nearly $20 billion annually from its default Google search deal, which is now threatened by antitrust lawsuits, prompting the need for a self-developed search engine to mitigate financial risks [9][10]. - The company is exploring partnerships and potential acquisitions in the AI search space while simultaneously pushing for internal development, indicating a dual-track strategy [10]. Group 3: Leadership and Strategic Direction - CEO Tim Cook has acknowledged Apple's late start in AI and emphasized the importance of seizing the opportunity, while also restructuring teams and reallocating resources to boost morale and innovation [15][17]. - Despite significant investments and organizational changes, there are doubts about whether these efforts will resolve the lack of a unified product vision and innovation in AI [17][19]. - The establishment of the AKI team is seen as a strategic move to bolster Apple's position in the AI landscape, but its success remains uncertain [19].