Apple(US:AAPL) 程序员的那些事·2025-12-02 06:15Core 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 [1][2][4][10]. Group 1: Leadership Changes - John Giannandrea, who has been with Apple for 7 years and reported directly to CEO Tim Cook, is leaving his position as Senior Vice President of Machine Learning and AI Strategy [2][4]. - Amar Subramanya, previously from Microsoft, has been appointed as the new AI Vice President, indicating a shift in leadership strategy [3][13]. - Giannandrea's departure comes amid a broader restructuring of the AI team, which will now report to multiple executives rather than a single leader [12][13]. Group 2: Performance Issues - Under Giannandrea's leadership, Apple's AI team has reportedly fallen behind competitors by nearly two years, with the delayed launch of the new Siri version being a significant setback [8][9][39]. - Many of Giannandrea's responsibilities have been reassigned to other departments, signaling a lack of confidence in his ability to lead the AI initiatives [9][10]. - The Apple Intelligence project, which was anticipated to make a significant impact, has not met expectations, further contributing to the perception of stagnation in Apple's AI efforts [39]. Group 3: Talent Exodus - The AI team has experienced significant talent loss, with over a dozen members, including key figures, leaving for other companies like Meta and Tesla [18][19][21]. - Yilun Chen, a prominent figure in Apple's robotics team, has also left for Tesla, marking the second major loss in the robotics division within a short period [21][30]. - Jian Zhang, another key AI researcher, has joined Meta, highlighting the ongoing challenges Apple faces in retaining top talent in the AI field [30][35]. Group 4: Strategic Concerns - There are growing concerns about Apple's ability to compete in the AI landscape, with industry insiders suggesting that the company is in urgent need of a leader who understands both technology and product development [40]. - The potential succession of John Ternus as CEO is being discussed, as he may bring a fresh perspective to Apple's leadership during a critical time for the company [41].