🍎 Apple Talent Drain: AI Department Facing "Brain Drain" Crisis
As global investors keep a close watch on K-line charts, Cupertino (Apple Headquarters) is witnessing a mass exodus of talent. Apple is losing its key core experts in the field of artificial intelligence.
📉 What happened?
In the past few weeks, Apple has lost four top AI researchers and Siri's senior director Stuart Bowers. These top talents (including Yinfei Yang, Haoxuan You, etc.) have jumped to competitors: Meta and Google DeepMind.
⚠️ Why is this crucial for the market?
Falling behind in the AI race: Apple is clearly encountering bottlenecks in its effort to catch up with competitors. Ironically, some of the departing employees have joined DeepMind, which is assisting Apple in building its core AI model. Outsourcing triggers internal strife: Apple decided to outsource part of its AI technology to Google (Alphabet), which has caused strong dissatisfaction and low morale among internal employees. The future of Siri is concerning: Siri is expected to undergo a major update in the second half of 2024, but against the backdrop of such a massive talent drain, its innovative capability is in question.
Personal opinion: For tech giants, AI is the "new oil." If Apple cannot retain core talent, it is highly likely to go from being an innovation leader to a follower. In light of the strong momentum of NVIDIA and Microsoft, this is a warning sign for long-term investors in $AAPL.
Do you think Apple can turn things around at the fall event, or has it already missed the golden age of AI?👇
#Apple #Aİ #人工智能 #Google #Meta