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Apple Reshuffles AI Leadership Amid Stagnant Siri Projects and Stock Decline

Word on the StreetThursday, Mar 20, 2025 7:03 pm ET
1min read

Apple is undergoing a significant restructuring within its AI management, a move aimed at reviving its stagnant AI projects. Recent reports indicate that CEO tim Cook has lost confidence in John Giannandrea, the current head of AI. As a result, Mike Rockwell, previously responsible for Vision Pro, has been appointed to oversee the Siri voice assistant business. This change underscores Apple's urgency to catch up with competitors in the AI sector by reorganizing its technical teams.

Rockwell, known for his contributions to Vision Pro, will now report to software chief Craig Federighi. This transition signifies that Siri will operate entirely outside Giannandrea's jurisdiction. While Rockwell is lauded for his hardware achievements, he lacks experience managing an AI team. Nonetheless, Cook appears hopeful that Rockwell can integrate AI more seamlessly into product development, despite significant challenges related to team synergy, technology maturity, and competitive pressures.

The reshuffle takes place against a backdrop of delays that have plagued Apple's AI platform, "Apple Intelligence." These delays affected the promotional features of the iPhone 16, leading to a 14% decline in Apple's stock this year. Internally, Apple's "Top 100" meeting highlighted AI as a critical agenda item, signaling Cook's recognition that the existing team has struggled to bring AI products to market.

In recent months, Apple's AI team has faced consistent setbacks with Siri feature development, exacerbated by delayed presentations at the 2024 WWDC. Internally, this has created feelings of frustration and embarrassment among employees. Apple's executives conceded during emergency meetings that certain developmental timelines were significantly slower than expected. Giannandrea candidly described these project delays as "ugly" but offered no clear solutions.

Looking ahead, apple must chart a more defined AI strategy to ensure that Siri can meet the evolving demands of the market. Establishing flexible development cycles and actively considering user feedback will be crucial. This approach will help maintain user engagement and rebuild trust in the product. Beyond technological investment, embracing innovative thinking and swiftly adapting to market changes should be key facets of Apple's future strategy.

In conclusion, Apple's current adjustments in its AI strategy signal the company's commitment to future competitiveness. Even though several Siri upgrades are postponed, the market remains hopeful about its potential. As a tech giant, Apple's ability to reassess its technological positioning and achieve breakthroughs in AI could deliver smarter user experiences, propelling industry progress overall.

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