Apple AI Division Faces Exodus of Key Talent, stock Dips on News
Cupertino, CA – Apple’s ambitious push into artificial intelligence is facing a significant hurdle as a wave of departures from its AI research teams threatens to stall momentum. the tech giant has seen key personnel, including the head of AI models, Jian Zhang, jump ship to competitors like Meta, OpenAI, and Anthropic, sparking internal debate about the future of its AI strategy.
Zhang, formerly the main artificial intelligence researcher for Robotics at Apple, has joined Meta’s robotics study, the social media company confirmed Tuesday. This defection is part of a larger trend, with three additional researchers – John Peebles, Nan Du, and Zhao Meng – leaving apple’s large language models team in the past week alone.
These departures bring the total number of exits from Apple’s foundational models team to approximately 10, including its former leader, Ruoming Pang, who reportedly left for a package worth several years and $200 million. Peebles and Du are now headed to OpenAI, while Zhao joins Anthropic PBC.
The loss of talent is particularly concerning given the foundational models team’s critical role in developing Apple intelligence, the platform launched last year as apple’s attempt to catch up in the rapidly evolving AI landscape.
Internal Shift in Strategy?
The talent drain has prompted internal discussions at Apple, with bloomberg News reporting the company is now considering relying more on external AI technology rather than solely developing its own models. this represents a potential shift in strategy for a company historically focused on in-house innovation.
While Meta has aggressively recruited Apple’s AI experts with substantial salary increases, the situation isn’t entirely one-sided. Reports indicate that some researchers recently hired by Meta have already resigned,suggesting challenges even for the companies benefiting from Apple’s losses.
Market Reaction & Robotics Focus
News of the departures briefly caused Apple’s stock to dip to a session low on Tuesday,falling 1.5% to $228.77 in New York trading.
It’s vital to note that Zhang’s team focused on robotics research, specifically automation technology and the role of AI in robotics products. This team operates within Apple’s Artificial Intelligence and Machine Learning Division, but is separate from the hardware engineering department responsible for developing robotic products. One of Zhang’s direct reports,Mario Srouji,previously left to lead AI products at Archer Aviation Inc. in April.This exodus of talent underscores the intense competition for AI expertise and the challenges Apple faces in establishing itself as a leader in the field. The coming months will be crucial in determining whether Apple can adapt its strategy and retain its position in the AI race.
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