库克或最早明年卸任

Core Viewpoint - Tim Cook may step down as Apple's CEO next year after 14 years, with John Ternus, the current Senior Vice President of Hardware Engineering, being the likely successor [2][7]. Group 1: Leadership Transition - John Ternus has been with Apple since 2001 and has played a significant role in the engineering design of major hardware products [2]. - The announcement of a new CEO is expected to follow the company's earnings report in January, allowing the new management to acclimate before key events like WWDC and the iPhone launch [2]. - The succession plan has been in place for some time and is not related to Apple's current performance [2]. Group 2: AI Strategy and Competition - Apple has been criticized for its low investment in AI compared to competitors like Meta, Amazon, Alphabet, and Microsoft, and lacks a clear AI strategy [3]. - Despite this, Apple's stock has become a "safe haven" for investors amid concerns over the high spending of other tech companies on AI [4]. - Apple has allocated "billions" for the development of its own cloud-based large model by 2026, but is still evaluating whether to use existing models from OpenAI or Anthropic for the new Siri [4][5]. Group 3: Talent Retention and Market Position - Since January, several key AI executives have left Apple, with many joining Meta, including Ruoming Pang, who led Apple's foundational model and core generative AI team [6]. - Apple faces competition from former executives, such as Jony Ive, who joined OpenAI after its acquisition of a startup for approximately $6.5 billion [6]. - Under Cook's leadership, Apple's market value has grown from $350 billion to $4 trillion, with the company becoming the first to surpass a $1 trillion market cap in 2018 and $3 trillion in 2022 [6][7].