Apple(US:AAPL) 创业邦·2025-12-02 03:14Core Viewpoint - Apple's AI head, John Giannandrea, is stepping down after a tumultuous tenure, reflecting the company's struggles in the AI sector and leadership changes [2][4][10]. Group 1: Leadership Changes - John Giannandrea, who has been with Apple for 7 years, will leave his position as Senior Vice President of Machine Learning and AI Strategy, with a transition period until spring 2026 [4][11]. - Amar Subramanya, previously from Microsoft, has been appointed as the new AI Vice President, reporting to Apple's software head, Craig Federighi [13][14]. - Apple is not appointing a direct successor to Giannandrea but is instead splitting the AI team, with members reporting to various executives [12][13]. Group 2: Performance Issues - Under Giannandrea's leadership, Apple's AI team has fallen behind competitors by nearly two years, with the delayed launch of the new Siri version being a significant setback [7][8]. - Many responsibilities previously held by Giannandrea have been reassigned to other departments within Apple, indicating a lack of confidence in his leadership [9][10]. Group 3: Talent Exodus - The AI team has experienced significant talent loss, with over a dozen members leaving, including key figures like Yilun Chen and Jian Zhang, who have joined Tesla and Meta, respectively [15][22]. - The departure of these key personnel highlights the ongoing challenges within Apple's AI and robotics divisions, further complicating the company's efforts to innovate in these areas [17][22]. Group 4: Strategic Concerns - Apple is reportedly seeking external partnerships for AI systems due to limited progress in its in-house AI development [16]. - The company is facing increasing pressure to adapt its leadership and strategy in response to the rapidly evolving AI landscape, with discussions about a potential leadership transition for CEO Tim Cook [27][29].