Meanwhile, a new note from Ligh Shed partners suggests Apple may need a major leadership shakeup. The company announcing a COO transition last night, but analyst Walt Pisik says a more disruptive change at the CEO level may be in order. Walt joins us now with more. Walt, great to have you with us.Um, I'm wondering what sort of reaction you you get from investors. Um, Apple stock is sort of languishing here. It doesn't have a a clear AI strategy.What's the main reason why you think that Tim Cook should be ou ...

Microsoft is keen to show employees how much AI is transforming its own workplace, even as the company terminates thousands of personnel. https://t.co/HgKHpr9ydB ...

Apple looks to bid on becoming US home for Formula 1 | TechCrunch https://t.co/CN8aZksnYf ...

Apple Operations Chief to Retire in Major Changing of Guard. Get caught up on the day's gainers and decliners on the latest Stock Movers report https://t.co/0whKbvFd1p ...

Group 1 - Google's investment in artificial intelligence is primarily focused on technological infrastructure, as stated by Eunice Huang, the head of AI and emerging technology policy for the Asia-Pacific region [1] - Alphabet's CEO Sundar Pichai reiterated the company's commitment to invest approximately $75 billion in building data center infrastructure [1] - Major tech companies, including Amazon, Alphabet, Microsoft, and Meta, continue to invest heavily in AI, alleviating concerns about funding for AI infrastructure companies [1] Group 2 - Investor concerns regarding the impact of U.S. tariffs may affect confidence in AI investments, especially if a trade war escalates and leads to fears of reduced corporate spending on AI due to global economic slowdown [2]

Talent Acquisition & Strategy - Meta is aggressively recruiting top AI talent with compensation packages potentially reaching tens of millions of US dollars annually, though reports of $100 million USD salaries are likely exaggerated [6][7][8][9][10][11] - Meta's recruitment strategy aims to address its perceived lag in the AI large model race, particularly after Llama 4's underwhelming performance [1][18] - Zuckerberg is heavily involved, even facilitating the exit of venture capital investors to secure key hires for Meta's new Super Intelligence Lab (MSL) [19][20] - Meta's new AI team includes members from OpenAI and Google DeepMind, indicating a focus on catching up with cutting-edge AI research [23] AI Development & Focus - Meta's immediate goal is to develop Llama 5, improving its reasoning capabilities and bridging the gap with closed-source models [4][24][25] - The company is also focusing on multimodality, aiming to create AI models with capabilities similar to GPT-4o [4][25] - The success of Meta's open-source AI ecosystem strategy hinges on the performance of Llama 5 [5][25] Challenges & Concerns - Questions remain about Alex Wang's leadership of the new AI team, given his background in data labeling and the current trend towards minimizing data consumption in LLMs [26][27] - Integrating new talent into Meta's existing AI research culture and balancing the interests of different teams pose significant challenges [27][36][37] - Meta's previous "bottom-up" AI research culture, while fostering freedom, lacked a unified direction, which the new "top-down" approach aims to address [28][29][30][31][32][33][34] - Internal politics and competition within Meta could hinder the new AI team's progress [35][37][38]

Apple's chief operating officer plans to hand the role off this month and retire later this year after roughly a decade as the tech giant’s No. 2 under Chief Executive Tim Cook https://t.co/dngwCU9j3S ...

Talent Retention - The company possesses an incredibly talented team who are passionate about their work [1] - The company focuses on having a great mission, talented people, and building a great research lab and company to retain talent [2] Competitive Landscape - The industry acknowledges the competitive environment for talent, mentioning Mark Zuckerberg and Meta [1] - The company expresses confidence in its ability to attract and retain talent despite industry competition [1]

Yeah, there John. Uh Apple telling uh saying in a press release here that COO, chief operating officer uh uh Williams, Jeff Williams is going to be stepping down from his role at the end of the month. He's going to be replaced by longtime executive uh Sabi Khan and will take over as CEO.Now, Williams is going to stick around reporting directly to CEO Tim Cook for some time. He'll continue to oversee the design group and some of the other operations, also some of the health operations over there at the compa ...

Meta now notching another name and its expensive hunt for AI talent poaching a top Apple executive for reportedly tens of millions of dollars. But is the spending starting to stack up. Dear DOSA digs into that for today's tech check.Hi D. Hey guys, good morning. So Wells Fargo calls it Zuckerberg's Steinbrunner moment.Of course, that's a reference to the Yankees owner who famously spent whatever it took to win, signing the biggest names, writing blank checks, daring anyone to outbid him. Now, that is what Z ...