Apple(US:AAPL) 量子位·2025-12-02 00:58Core Insights - Apple's AI head, John Giannandrea, is stepping down after a tumultuous tenure, marking the end of his 7-year career at the company [2][4] - The leadership change reflects broader issues within Apple's AI strategy, as the company has fallen behind competitors by nearly two years in AI advancements [8][39] - The appointment of Amar Subramanya from Microsoft as the new AI VP indicates a shift in Apple's approach to AI, as the company seeks to revitalize its AI efforts [3][14] Group 1: Leadership Changes - John Giannandrea, who previously led Google's AI and search departments, joined Apple in 2018 to enhance the company's voice assistant capabilities [6][8] - Under Giannandrea's leadership, Apple faced significant setbacks, including delays in the release of the new Siri version, which was acknowledged to be behind schedule [9][11] - Following Giannandrea's departure, Apple will not appoint a direct successor but will instead split the AI team, with members reporting to various executives [13][14] Group 2: Talent Exodus - The AI team has experienced significant talent loss, with over a dozen members leaving, including key figures like Yilun Chen, who transitioned to Tesla [18][21] - Jian Zhang, another prominent AI researcher, also left Apple for Meta, highlighting ongoing challenges in retaining top talent within the AI division [30][35] - The loss of these key personnel raises concerns about the future capabilities of Apple's AI initiatives [29][38] Group 3: Strategic Implications - Apple's AI strategy has been criticized for being reactive rather than proactive, with the company reportedly caught off guard by the rapid advancements in AI technology [39][40] - The need for a more technically adept CEO has been suggested, as the current leadership may not be adequately addressing the challenges posed by the evolving AI landscape [40][41] - The upcoming leadership transition could be pivotal for Apple's future direction in AI, with potential implications for its competitive positioning in the tech industry [36][41]