Product Update - Apple News+ 新增了一款使用 emoji 和 Genmoji 来解决谜题的游戏 [1]

Core Insights - Ruoming Pang, head of Apple's AI models, is leaving to join Meta's "superintelligence" team, marking another significant talent acquisition for Meta following similar moves from OpenAI, Google, and Anthropic [1] - Pang's career trajectory includes a 15-year tenure at Google, where he was a key contributor to the Tacotron 2 project in the fields of speech recognition and human-computer interaction [4][6] - At Apple, Pang led a team of approximately 100 people focused on developing models for Apple Intelligence, which supported various AI features announced at WWDC [9] Company Developments - Meta is actively building a strong AI team, having recently recruited several high-profile talents, including Yuanzhi Li from OpenAI and Anton Bakhtin from Anthropic, with Pang's compensation package reportedly worth tens of millions annually [13] - In contrast, Apple's AI team is experiencing turmoil, with reports of multiple engineers planning to leave for Meta and other companies, indicating potential instability within Apple's AI division [11] - Following Pang's departure, the Apple Foundation Models (AFM) team is now led by Zhifeng Chen, with a shift towards a more distributed management structure [11] Industry Context - The competition in the AI sector is intensifying, with major players like Meta, OpenAI, and Apple not only competing on technology and products but also on talent acquisition [15] - Apple's approach to AI has been described as conservative, focusing on a "device-first" philosophy that emphasizes privacy and local computation, which may hinder its competitiveness in the era of large models [15]

Core Insights - Apple's stock dropped over 2.5% during the WWDC keynote, resulting in a loss of approximately $75 billion in market value due to concerns over Siri's AI advancements [1][2] Group 1: Siri and AI Developments - Apple software chief Craig Federighi indicated that the anticipated AI enhancements for Siri are still not ready, which disappointed investors [2] - The company has been under pressure as competitors like Google, Microsoft, and OpenAI continue to make significant strides in AI technology, while Apple reiterated that major features are still in development [3] - Earlier this year, Apple faced criticism for overstating the readiness of its AI features, including Siri, which highlights the company's struggle to build the necessary infrastructure for modern AI [4] Group 2: Market Reactions and Strategy - The market's reaction to Apple's admission of delays in AI development reflects a broader trend where even minor setbacks can lead to substantial losses in market value [5] - Apple's traditional strategy of maintaining silence until products are perfected may not be effective in the current competitive landscape of AI advancements [5]

Core Viewpoint - The upcoming Apple Worldwide Developers Conference (WWDC) may not showcase Apple's commitment to AI, potentially highlighting its shortcomings in the field [2][6]. Group 1: Limited AI Openings - The most significant AI announcement at WWDC will be the opening of Apple's foundational models to third-party developers, allowing them to utilize the company's device-side technology for lightweight tasks [2][6]. - Apple's large language model has approximately 3 billion parameters, which is significantly lower than competitors like OpenAI and even Apple's own cloud-based models [2][6]. - Internally, Apple has various models with parameters ranging from 3 billion to 150 billion, with the 150 billion parameter model being cloud-dependent and more powerful for nuanced reasoning [2][4]. Group 2: Apple's AI Dilemma - Since the initial exposure to Apple Intelligence last August, the product has been perceived as more of a branding effort rather than a breakthrough innovation [6][7]. - Features like Writing Tools and Genmoji have been useful but do not match the innovation level of competitors [7]. - There are concerns that the upcoming announcements may further expose Apple's deficiencies in AI compared to rivals [7]. Group 3: Brand Strategy Over Technological Breakthroughs - This year's WWDC appears to focus more on brand rebranding rather than technological advancements, with plans to rename operating systems based on years [8][9]. - Existing features in applications like Safari and Photos are being rebranded as "AI-driven" without substantial new technology [10]. Group 4: Future Plans Require Patience - Apple aims to have a more compelling narrative in the coming years, with projects in progress including a revamped LLM Siri, redesigned Shortcuts app, an AI doctor service called "Mulberry," and a ChatGPT competitor referred to as "Knowledge" [12][13].

新技术、旧生意。 文丨 贺乾明 黄俊杰 邱豪 编辑丨黄俊杰 龚方毅 AI 技术的进展解决了困扰苹果软件团队 14 年的难题——做一个配得上 iPad 的计算器应用。 iPad 上没有计算器吗？十多年的老用户也可能一瞬间记忆错乱，大脑里闪现一个 iPhone 计算器的样子。事实 上，过去十多年，苹果平板 "计算机" 的用户如果要算点东西，得掏出手机或者下载第三方软件。 苹果为第一代 iPad 做了计算器，但在发布前一个月被砍掉。2009 年底，面对创始人乔布斯 "计算器 app 的新 设计怎么还没来" 的追问，当时的苹果软件部门负责人拿出了一个把 iPhone 计算器放大到 10 英寸的界面 ——你知道，乔布斯只会有一种反应。 iPad 发布一年半后，乔布斯去世。又过了一年，苹果软件部门的负责人因为地图的失败被 CEO 蒂姆·库克开 除。接手的苹果软件工程副总裁克雷格·费德里吉（Craig Federighi）觉得商店里已经很多第三方的计算器， 如果苹果内置一个，就得做成 "最好的 iPad 计算器"。一等就是 14 年。 美国当地时间 6 月 10 日上午，WWDC 全球开发者大会上，当费德里吉宣布 iPad ...