库克提拔复旦校友掌舵苹果基础模型！庞若鸣走后涨薪止血

市场资讯12-21

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：量子位）庞若鸣被扎克伯格天价挖去Meta后，谁在执掌苹果大模型团队？团队的权力交接，其实比外界想象中要快，也要安静得多。答案很快浮出水面。接手这支团队的人，是庞若鸣的老搭档：Zhifeng Chen对Zhifeng Chen来说，这算赶上了最好的时候，也算赶上了最坏的时候。一方面，庞若鸣离开之后，苹果内部一边重组AI...

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After Pang Ruoming left, he raised his salary to stop bleeding","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.97},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：量子位）庞若鸣被扎克伯格天价挖去Meta后，谁在执掌苹果大模型团队？团队的权力交接，其实比外界想象中要快，也要安静得多。答案很快浮出水面。接手这支团队的人，是庞若鸣的老搭档：Zhifeng Chen对Zhifeng Chen来说，这算赶上了最好的时候，也算赶上了最坏的时候。一方面，庞若鸣离开之后，苹果内部一边重组AI权责，一边启动了针对核心研究人员的留人方案，其中最直接的动作就是涨薪另一方面，如大家所知，在这一波AI浪潮里，苹果的动作无论从成效还是速度来说，都太过不尽如人意。Zhifeng Chen接过的这根交接棒，不可谓不烫手。今年，Zhifeng Chen离开待了19年又7个月的谷歌，加入苹果。这和庞若鸣的职业路径高度相似，都是在谷歌待了十几年，然后转投苹果麾下。庞若鸣今年夏天离开苹果后，Zhifeng Chen开始直接领导苹果基础模型团队，直接管理二十多名下属。但Chen和庞若鸣两人世界线的最初交集，早在两人加入谷歌之前。2000年，Chen从复旦大学计算机科学专业毕业，开启了在普林斯顿大学的硕士研究生求学生涯。这一时期，庞若鸣正在普林斯顿大学攻读计算机科学博士学位。硕士毕业后，Chen在伊利诺伊大学香槟分校拿下博士学位。而谷歌是他正式踏入社会的第一份工作，一干就是近20年。今年4月，Chen跳槽到了苹果。庞若鸣离开后，Chen很快被推到台前。外界猜测或许苹果高层有两方面考虑。一来，Chen于今年早些时候就加入了苹果，已经对这套模型体系本身足够熟悉。而且TensorFlow早期核心系统论文、Gemini等，都有Chen参与的身影。谷歌学术显示，Chen的论文被引数超过了12.8万次。二来，他在谷歌时期的技术与用人网络，恰好能补上苹果此时最紧缺的一环：快速稳住团队。外媒曝光，彼时庞若鸣在苹果带领的基础模型团队，就有很多人是从谷歌挖来的。在过去几个月里，Chen也确实开始展现出自己多年在谷歌工作积攒下的号召力。他担任苹果基础模型负责人后，陆续从谷歌引入了多名AI研究人员，包括：这些人都曾在谷歌AI相老兵，挖来苹果，稍微适应适应就能补充这边的模型训练与工程能力，可以说是“即插即用型”成员。不过，即便Chen开始补人，苹果基础模型团队结构本身仍然暴露出一个现实问题——他的直管层成员中超过一半成员来自谷歌，而且不少人是在最近2-4年内才加入苹果。外界有人断言，这意味着一种隐患。因为看上去苹果这支基础模型团队的凝聚力，更像是建立在个人关系与阶段性项目目标之上，而非内化的组织认同感。正因为如此，虽然苹果涨薪稳定军心，接近苹果的知情人士以及Apple Intelligence前成员都猜测；事实也验证了这一点。继庞若鸣离开后，仍然有人选择离开苹果，前往Meta、OpenAI等公司开启新一程。基础模型团队成员Boyue Li便是一个典型案例。就在这个月，Li离开工作近3年的苹果，加入马斯克旗下的xAI。类似的流动并非孤例。从更大的行业背景来看，这样的选择并不难理解。当前AI赛道上，Meta、OpenAI以及Google等，对外释放的信号高度一致：追求超级智能。也就是说这些公司更愿意为“潜在的未来上限”下注。而根据多位知情人士的说法，苹果在AI上的目标依然更偏向产品导向，重点放在提升模型在日常任务中的可用性，比如写作、摘要、信息整理等能力。这条路线更贴近苹果一贯的产品哲学。但有得有失，对一部分追寻探索前沿的研究人员来说，如果加入苹果就没那么sexy了。有些人更看重能否改变边界，有些人则更在意可不可以真正在产品上落地，都只是AI从业者们价值取向上的差异。如果再把时间线往前拉，会发现7月庞若鸣的离开，其实只是2025年苹果AI动荡中的一环。今年3月，在确认Apple Intelligence无法按计划发布部分关键功能后，苹果做出了一个重要决定：重新调整汇报关系，把Siri团队从SVP、AI与ML负责人John Giannandrea的管理范围中移走了。这一调整被视为苹果内部对AI进展不满的明确信号。要知道，Giannandrea是全球大型科技公司早期布局人工智能的重要人物之一，很早期他就开始活跃在硅谷几家知名科技公司。2010年，Giannandrea加入谷歌，后来主管谷歌搜索与AI，被视为推动谷歌搜索与AI深度融合的关键人物之一。2018年，他离开谷歌加入苹果，被任命为“ML与AI战略高级副总裁”，作为最高层管理团队的一员直接向库克汇报。加入苹果后，苹果的基础模型、搜索与知识、机器学习研究以及AI基础设施等核心领域，他都是领头羊角色。Siri和Apple Intelligence也都出自他的团队之手。今年3月权责调整后，Giannandrea没有立刻走人。但这个月，苹果官方正式宣布了他的动向：Giannandrea将卸任ML与AI战略高级副总裁一职，并在明年春季担任顾问，作为退休前的过渡。他离任后空出来的位置不会再晋升或空降新人，苹果打算把Giannandrea原本负责的团队拆分，由Craig Federighi、Sabih Khan和Eddy Cue等高管分别接管相关业务。至于具体分工，苹果并未展开说明。但一些小道消息在员工之间不胫而走。八卦内容大概是这样的——搜索以及与Siri回答逻辑相关的“knowledge”团队，可能交由服务业务主管Eddy Cue接手。他是苹果从硬件向服务生态转型的关键人物，主要职责包括统筹App Store、Apple Music、iCloud等关键订阅和数字内容服务。AI服务器建设与技术基础设施相关的团队，可能归Sabih Khan负责。他今年7月刚升任苹果COO，全面负责苹果全球供应链，包括产品规划、采购、生产制造、物流和交付，以及供应商责任与员工保障项目。同时，从跳槽过来的Amar Subramanya将出任苹果AI业务副总裁，接手部分核心AI职责，直接向软件工程高级副总裁Craig Federighi汇报（Amar也是谷歌16年老员工）这一汇报线的变化，被外界解读为苹果正在回到更早的管理结构：或许苹果已经厘清了思路——或者说不好听些，它认清了现实——当务之急是用AI服务号旗下各款产品，而不是用来当作拉高公司估值的叙事。还有一个变化，可能比模型团队的动荡更值得苹果警惕。苹果的硬件大后方，又有失守的迹象。OpenAI的挖人目标，已经不只停留在软件与算法层面。据多方信息显示，这家公司正在从苹果的设计、制造和供应链体系中吸纳人才，为其正在推进的 AI 硬件项目做准备。这恰恰触及了苹果最核心也最擅长的领域。过去十多年里，苹果之所以能够在多个技术周期中稳住位置，很大程度上依赖于其对硬件、工业设计和供应链的系统性掌控。而当一家以模型和算法起家的公司，开始反向进入硬件腹地时，竞争的维度已经发生变化。前有恶狼，后有猛虎，苹果在AI 2.0时代的日子，是真的有点不好过了。[1]https://scholar.google.com/citations?user=EemUE4gAAAAJ&hl=en[2]https://www.linkedin.com/in/zhifeng-chen-0448162/[3]https://www.linkedin.com/in/ruoming-pang/[4]https://mp.weixin.qq.com/s/7d9KEkt7pq2-XIHzw-_wOg[5]https://www.linkedin.com/in/boyue-li/[6]https://www.linkedin.com/in/lixiao2/[7]https://www.linkedin.com/in/amar-subramanya-3642498a/[8]https://rocketreach.co/zhifeng-chen-email_47540761","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593123633","isCrawlerRequest":true}