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Margin of Safety
02-01

库克赶紧退休吧

AI核心人才持续流失，苹果再失4名研究员与一名Siri高管

媒体报道，苹果近几周再度出现AI核心人才流失，至少四名研究人员及一名负责Siri的高级主管相继离职，去向包括Meta与谷歌DeepMind。分析认为，频繁的人事变动凸显苹果AI团队持续动荡，亦加剧市场对其AI战略前景的担忧。

AI核心人才持续流失，苹果再失4名研究员与一名Siri高管

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style=\"text-align: justify;\">其中，媒体称王子瑞将加入Google DeepMind。该团队目前正协助苹果打造核心AI模型，用于驱动新功能。其中包括支撑今年即将推出的升级版Siri语音助手的底层技术。</p><p style=\"text-align: justify;\">此外，另一项此前未被报道的消息是，苹果高管Stuart Bowers也已跳槽至谷歌DeepMind。他曾是苹果内部负责Siri的最高级别主管之一。</p><p style=\"text-align: justify;\">在加入Siri团队之前，Bowers曾是苹果自动驾驶汽车项目的核心领导人物之一。该项目最终以失败告终。随后，他转而负责推动Siri业务的改革。去年，他的职责进一步扩大，专注于提升Siri判断如何回应用户的问题。在这一岗位上，他向新任Siri负责人Mike Rockwell汇报。</p><h2 id=\"id_2825521273\">AI团队持续动荡</h2><p style=\"text-align: justify;\">媒体报道，苹果在AI领域面临的挑战，已经成为今年股价下跌的重要原因之一——尽管公司的销售额仍在不断刷新纪录。苹果周四公布了亮眼的财报，其中iPhone销售额超过850亿美元。不过，缺乏具有吸引力的AI突破，以及持续流失的顶尖人才，依然是悬在公司头上的一大隐忧，令其扭转局面的努力更加复杂。</p><p style=\"text-align: justify;\">这些人才流失发生在苹果去年对AI业务进行重大重组之后。首席执行官库克（Tim Cook）解除了长期负责AI业务的John Giannandrea的职务，将相关责任交给了软件负责人Craig Federighi。苹果还聘请了前谷歌和微软AI高管Amar Subramanya，负责管理AI组织的部分业务。</p><p style=\"text-align: justify;\">近期离职的员工主要来自苹果的基础模型团队（Foundation Models，简称AFM）。该团队负责开发Apple Intelligence平台背后的核心技术。由于新版Siri多次延期，以及现有AI功能反响平平，这个团队正面临越来越严格的审视。去年夏天，AFM团队的前负责人庞若鸣（Ruoming Pang）已跳槽至Meta。目前，该团队由AI研究员陈智峰（Zhifeng Chen）负责管理。</p><p style=\"text-align: justify;\">截至去年年底，AFM团队仍由前谷歌高管Daphne Luong监管。她与Giannandrea一同被边缘化，目前仍留在苹果，向Giannandrea汇报，但已不再承担具体管理职责。如今，陈智峰以及苹果的AI研究与测试团队，均向Subramanya汇报。</p><h2 id=\"id_1795332613\">新版本AI都由谷歌开发</h2><p style=\"text-align: justify;\">苹果正在为Siri准备两个新版本。其中一个是短期内推出的更新版本，能够调用用户的个人数据来回答问题。另一个则是计划于今年晚些时候推出的更大规模升级，核心是类似聊天机器人的交互界面。</p><p style=\"text-align: justify;\">这两个版本都将基于全新的架构运行，而相关模型由谷歌团队开发。过去六个月里，苹果已经流失了十多名AI研究人员，其中相当一部分离职，源于公司将部分技术外包的决定。</p><p style=\"text-align: justify;\">在周四的电话会议上，当分析师问及苹果为何选择使用谷歌技术时，库克表示，谷歌可以为苹果的AI模型提供“最有能力的基础”。</p><p style=\"text-align: justify;\">他在财报发布后的分析师电话会议上表示：</p><blockquote><p style=\"text-align: justify;\">“我们相信，通过这项合作，我们能够解锁大量全新的体验，并在关键领域实现创新。”</p></blockquote><p style=\"text-align: justify;\">目前，苹果仍在其设备端的Apple Intelligence功能中使用自研模型。分析认为，鉴于AI竞争的激烈程度以及打造差异化体验的需求，苹果也不太可能长期依赖外部合作伙伴。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=https://wallstreetcn.com/articles/3764628><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>媒体报道，苹果近几周再度出现AI核心人才流失，至少四名研究人员及一名负责Siri的高级主管相继离职，去向包括Meta与谷歌DeepMind。分析认为，频繁的人事变动凸显苹果AI团队持续动荡，亦加剧市场对其AI战略前景的担忧。媒体报道，苹果公司近几周又流失了至少四名华裔人工智能研究人员，此前公司已经失去了一名负责Siri的高级主管。这些离职员工已转投包括Meta和谷歌DeepMind在内的竞争对手。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764628\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE 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A2"},"source_url":"https://wallstreetcn.com/articles/3764628","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607021086","content_text":"媒体报道，苹果近几周再度出现AI核心人才流失，至少四名研究人员及一名负责Siri的高级主管相继离职，去向包括Meta与谷歌DeepMind。分析认为，频繁的人事变动凸显苹果AI团队持续动荡，亦加剧市场对其AI战略前景的担忧。媒体报道，苹果公司近几周又流失了至少四名华裔人工智能研究人员，此前公司已经失去了一名负责Siri的高级主管。这些离职员工已转投包括Meta和谷歌DeepMind在内的竞争对手。据报道，最新离职的人员包括杨寅飞（Yinfei Yang）、有昊轩（Haoxuan You）、Bailin Wang和王子瑞（Zirui Wang）。知情人士对媒体称，杨寅飞已离职创办新公司，而有昊轩和Bailin Wang则加入了Meta。消息人士对媒体表示，有昊轩加入了Meta的“超级智能”（Superintelligence）研究部门，而Bailin Wang则从事Meta的推荐系统相关工作。分析认为，这些人事变动凸显了苹果AI部门持续存在的动荡。苹果在人工智能竞赛中一直难以跟上同行步伐，而公司决定将部分技术外包给谷歌，也引发了内部员工的不满。过去几个月里，苹果经历了一波人才流失，尤其集中在AI团队。其中，媒体称王子瑞将加入Google DeepMind。该团队目前正协助苹果打造核心AI模型，用于驱动新功能。其中包括支撑今年即将推出的升级版Siri语音助手的底层技术。此外，另一项此前未被报道的消息是，苹果高管Stuart Bowers也已跳槽至谷歌DeepMind。他曾是苹果内部负责Siri的最高级别主管之一。在加入Siri团队之前，Bowers曾是苹果自动驾驶汽车项目的核心领导人物之一。该项目最终以失败告终。随后，他转而负责推动Siri业务的改革。去年，他的职责进一步扩大，专注于提升Siri判断如何回应用户的问题。在这一岗位上，他向新任Siri负责人Mike Rockwell汇报。AI团队持续动荡媒体报道，苹果在AI领域面临的挑战，已经成为今年股价下跌的重要原因之一——尽管公司的销售额仍在不断刷新纪录。苹果周四公布了亮眼的财报，其中iPhone销售额超过850亿美元。不过，缺乏具有吸引力的AI突破，以及持续流失的顶尖人才，依然是悬在公司头上的一大隐忧，令其扭转局面的努力更加复杂。这些人才流失发生在苹果去年对AI业务进行重大重组之后。首席执行官库克（Tim Cook）解除了长期负责AI业务的John Giannandrea的职务，将相关责任交给了软件负责人Craig Federighi。苹果还聘请了前谷歌和微软AI高管Amar Subramanya，负责管理AI组织的部分业务。近期离职的员工主要来自苹果的基础模型团队（Foundation Models，简称AFM）。该团队负责开发Apple Intelligence平台背后的核心技术。由于新版Siri多次延期，以及现有AI功能反响平平，这个团队正面临越来越严格的审视。去年夏天，AFM团队的前负责人庞若鸣（Ruoming Pang）已跳槽至Meta。目前，该团队由AI研究员陈智峰（Zhifeng Chen）负责管理。截至去年年底，AFM团队仍由前谷歌高管Daphne Luong监管。她与Giannandrea一同被边缘化，目前仍留在苹果，向Giannandrea汇报，但已不再承担具体管理职责。如今，陈智峰以及苹果的AI研究与测试团队，均向Subramanya汇报。新版本AI都由谷歌开发苹果正在为Siri准备两个新版本。其中一个是短期内推出的更新版本，能够调用用户的个人数据来回答问题。另一个则是计划于今年晚些时候推出的更大规模升级，核心是类似聊天机器人的交互界面。这两个版本都将基于全新的架构运行，而相关模型由谷歌团队开发。过去六个月里，苹果已经流失了十多名AI研究人员，其中相当一部分离职，源于公司将部分技术外包的决定。在周四的电话会议上，当分析师问及苹果为何选择使用谷歌技术时，库克表示，谷歌可以为苹果的AI模型提供“最有能力的基础”。他在财报发布后的分析师电话会议上表示：“我们相信，通过这项合作，我们能够解锁大量全新的体验，并在关键领域实现创新。”目前，苹果仍在其设备端的Apple 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