来源：环球网 据The Information披露，OpenAI自2025年初以来已从苹果挖角逾20名硬件工程师，较2024年10人的规模 翻倍。这些工程师涵盖用户界面设计、可穿戴设备、相机系统及音频技术等核心领域，其中不乏效力苹 果15年以上的资深专家。例如，曾主导iPhone 6S版Siri动态波形设计的Cyrus Daniel Irani，以及前Apple Watch硬件负责人Erik de Jong均已加盟。 OpenAI为吸引人才开出极具竞争力的薪酬方案：除常规薪资外，还提供价值超100万美元的股票奖励， 并承诺简化决策流程、强化团队协作。据LinkedIn数据，自OpenAI收购前苹果设计总监Jony Ive创办的 AI硬件公司io Products后，挖角速度显著提升，仅2025年第二季度就有12名苹果工程师跳槽。 苹果内部对人才流失已拉响警报。据知情人士透露，苹果高层因OpenAI挖角感到"震惊"，甚至临时取 消原定在中国举行的供应链与制造团队会议，以防止关键人员长时间离岗。 OpenAI的硬件野心远不止于单一产品。报道称，其首批硬件包括无显示屏智能音箱、智能眼镜、数字 语音记录器及可穿戴胸针 ...

Core Insights - The rise and fall of Humane's AI Pin highlights the challenges in the AI hardware sector, questioning the sustainability of the hype surrounding AI innovations [1][3][10] - The rapid decline of the AI Pin, from a highly anticipated product to a failed venture, reflects a broader trend of inflated valuations and unmet consumer expectations in the AI hardware market [2][4][6] Group 1: Product Launch and Initial Success - Humane's AI Pin was launched in April 2024, featuring innovative design and AI capabilities, leading to significant media attention and pre-sale success [1][4] - The company raised $230 million in funding, achieving a peak valuation of $850 million, attracting notable investors due to the founders' backgrounds at Apple [1][4][6] Group 2: Product Failures and Market Response - Following the launch, users reported critical issues such as poor battery life, overheating, low voice recognition accuracy, and ineffective outdoor projection [2][7] - By August 2024, the return rate for the AI Pin was alarmingly high, leading to a significant inventory backlog and ultimately resulting in the product's discontinuation [2][3] Group 3: Acquisition and Aftermath - In February 2025, Humane sold most of its assets to HP for $116 million, a stark contrast to its previous valuation, effectively marking the end of the company [2][3] - The acquisition was perceived as a move by HP to acquire Humane's patents and technology team rather than to continue the AI Pin product line [2][3] Group 4: Industry Implications and Future Outlook - The collapse of Humane serves as a cautionary tale for the AI hardware industry, prompting investors and consumers to reassess the viability of AI hardware promises [3][10] - The AI hardware market is entering a phase of "truth-seeking," with a focus on sustainable business models and proven technology rather than speculative hype [8][9][10]