3 retirements and a VP taking an obvious promotion at Meta: not really the "sky is falling" event they try to paint. Tim Cook stepping down would (if it even happens) be a big deal, but he's not the heart of the company. He's been an extremely compentent accountant; enjoy your retirement party and gold watch. And to suggest they are falling behind because they're not investing hundreds of billions in an AI "strategy" that shows no pay-off - while the other tech companies start to scale back their capital investments? I've never been a huge Apple fan as a company but their current situation makes me more bullish than ever.
I don't really mind that they aren't on the LLM bandwagon, but Siri seems to have stagnated. The big "Apple Intelligence" capabilities of the iPhone 16 haven't exactly landed. The Vision Pro seems to be on at least a partial depreciation path.
The only real innovation I've seen in the last decade has been the M line of chips. Mind you, these are undeniably really good; but even that hasn't changed the market share that much (though it is going up and trending well).
Yes Siri has stagnated. But both Google and Amazon tried to add LLMs to their assistants and they are both worse now than they were before according to reports.
Siri could be better if Apple just threw 10000 monkeys at it and configure it more phrases (utterances) to match on.
i don't really care about dye (or liquid glass) but i do feel like it's an alarm of sorts that Srouji stated he'd probably take off without tim cook at the helm. I dunno what that signals, i'm less inclined it's a "i just really like tim man" and more of a "this incoming leadership can get bent". Apple also just picked up the meta lady that helped draft the patriot act. i dunno. What remains to be seen is whether or not Apple maintains its core tenets or if they start slipping on things like privacy, ads, and forcing AI in everyone's face. They undoubtedly leave a buttload of money on the table never pursuing these things.
whole shakeup feels like it was driven by wall street earlier in the year, there were headlines about apple being in serious trouble for missing out on AI. I dunno feels like some game of thrones opportunism within apple leadership just played out.
apple fans are dorks in that they think such a shakeup is in response to liquid glass and the iphone air being a boring phone.
i like apple devices, this is kinda freaky i can't lie. it would actually suck if their chip division started stalling if srouji bounces, it would suck infinitely more if a new leadership was here to redefine apple values and suddenly we have a proverbial apple version of satya nadella at the helm who's here to blast you with ads and subscriptions and forced AI.
He did, along with a lot of earlier decisions. The underlying problem is that neither he nor Jony Ive had experience doing user interface design—Ive was a hardware designer, and Dye was the packaging guy—so they kept making things which looked good in demos and the screenshots on boxes, but aren’t usable and flagrantly violated Apple own Human Interface Guidelines in ways which weren’t just “we tried to do something innovative” but more like “I never knew this concept in someone else’s field existed”.
There’s a bit more here but I think this opens the possibility of actual UX professionals fixing decisions without the problem of having to avoid saying their boss made a mistake.
I would worry if I worked at Facebook since their VR work is likely to get the same “looked awesome in the demo” demands which will push the hardware budget and lower usability.
Yeah it seems pretty obvious that we’re in the mainframe era of transformer models and we’ll soon transition to the personal computer era where these all run on your device, which Apple stands to benefit from the most. Their FoundationModels are actually pretty good at certain tasks
I don't think that's obvious. The marginal return on additional units of compute seems to fall pretty quickly for the vast majority of applications, which increases the benefit of decentralization over the cost of reduced compute. It isn't clear the same is true of intelligence.
IMO: Cook is going to announce his retirement by the end of Q1, they've already selected a CEO (probably Ternus), the incoming CEO wants leadership change, and some of these departures are because its better that this purge happens before the CEO change than after. I think this explains Giannandrea, Williams, and Jackson.
Dye may have also been involved in that, given how unpopular he was internally at Apple. But more likely just personal / Meta offered him a billion dollars. Maestri leaving was also probably totally uninvolved.
Srouji is the weirdest case, and I'm hesitant to believe its even true just given its a rumor at this point. Its possible he was angry about being passed over for CEO, but realistically, it was always going to be Ternus, Williams, or Federighi. If Ternus is the next CEO, its likely we'll see Apple combine the Hardware Technologies and Hardware Engineering divisions, then have Srouji lead both of them. I really do not see him leaving the company.
The other less probable theory is that they actually picked Fadell, and this deeply pissed off many people in Apple's senior leadership. So, what we're seeing is more chaos than it first seems.
Generally, as long as Srouji doesn't leave, these changes feel positive for Apple, and especially if there's a CEO change in early 2026: This is what "the fifth generation of Apple Inc" looks like. I don't understand the mindset of people who complain about Apple's products and behavior over the past decade, then don't receive this news as directionally positive.
Cook is denying that he has any current plans to step down. There was also a Bloomberg article about this a couple of days ago.
What they point out is that a lot of Apple's senior leadership are of a similar age and are simply approaching retirement now. But they are also losing younger rising stars they desperately need to fill the ensuing void. At the moment, they are simply losing talent left and right, and that is unsustainable if they want to maintain their competitive edge and avoid completely turning into Microsoft.
The more likely explanation is that a certain amount of internal rot has set in. They haven't really launched a successful major new product category in years, and a lot of their initiatives have either stalled or failed. Something is clearly not right, and top tier talent doesn't will only tolerate that sort of thing for so long before moving on.
> They haven't really launched a successful major new product category in years
I agree this is true, but Apple’s always done their best work when they’re the second mover. Smartphones, iPods, earbuds, good desktop PCs were all after they watched what was good and then made it better (if you like what they did, anyway).
The next hardware category is probably AR glasses if someone can make them good and cheap, nobody has so Apple won’t do anything but wait. I’m sure they have an optics lab working on something, but probably not full throttle (and the Vision Pro is an attempt to make the OS).
> They haven't really launched a successful major new product category in years
How frequently do you expect a new major product category across the industry? Is there any company who launched one that wasn't ChatGPT in the same time frame?
I guess we’re being a bit vague on timeframe but chrome books launched in 2011 so they’re one of those products that took ~10 years to be an overnight success, with 2020 being an accelerant. So my vote is no.
This seems true at many companies. While I'm not all that impressed by many current leaders, I'm sort of terrified of my generation (younger gen x) taking over because some of them seem to not be prepared or not have been prepared for the roles.
> the incoming CEO wants leadership change, and some of these departures are because its better that this purge happens before the CEO change than after
Or the more common all the ones who didn’t get knighted are leaving.
I wish Apple would split software and bring back Scott Forstall (soon after Tim Cook leaves) and give him a big chunk, like iOS and iPadOS. Craig Federighi needs to reduce the scope of his work and get competent people in to handle the software area.
> The other less probable theory is that they actually picked Fadell
"Less probable" is the understatement of the century. This rumor came out of nowhere, and it should instantly set off the BS-meter of anyone familiar with how Apple is run.
The most likely explanation for it is that Tony felt like a little boost to his profile couldn't hurt whatever his next step might be, and so he made a few phone calls to get this rumor ball rolling so that his name is in the news for a bit (hey, it worked!).
Great points, this is indicative of something going on. And this point is especially spot on:
> I don't understand the mindset of people who complain about Apple's products and behavior over the past decade, then don't receive this news as directionally positive.
It's time for change. Maybe it won't get better, but I do hope it will.
True. Cook was a great money maker but he's so boring on the product side.
But they'll never get anyone even close to Jobs obviously. Just won't happen. Even if they find someone with the same attention to detail and "risk it all on a grand vision" mentality, he or she won't get the trust of the board who are generally risk-averse. The only reason Jobs got away with doing all that was that he was Mr. Apple. He was the company.
Hopefully they'll get someone closer to that but the magic will never come back IMO.
> I don't understand the mindset of people who complain about Apple's products and behavior over the past decade, then don't receive this news as directionally positive.
Short of Tim Cook being replaced, it just seems like disarray and things are falling apart at the seams, resulting in things only likely getting worse, not better.
If Tim Cook is indeed about to get replaced, then I think you might hear fewer complaints. But right now, the complaints are likely assuming a Tim Cook replacement isn’t part of the plan, or at the very least, not a guarantee.
If you’re wrong about a Tim Cook replacement, then I think the complaints may be justified.
Could be Fadell, why else would Apple put Thread in phones? Maybe iTunes Store (via Fuse) and iPhone (via General Magic) weren't the only things Fadell had pitched Jobs on when the time was right.
Poor analysis. Apple is doing quite well as a Big Tech company that simply doesn't need to "pivot to AI" like everyone else. Their missteps in "Apple Intelligence" have in fact demonstrated that they don't actually need to have much of a "strategy" here at all. In fact, if they simply link out to other people's chatbots and make it totally opt-in, that would be ideal.
The much bigger problem is that they've lost the wow factor in their software design, and in some regards the hardware as well even though the internals and build quality has never been better. Apple needs a design shakeup far more than it needs anything to do with AI, a poison pill which will bring the entire industry down in 2026.
I have intentionally withheld updating my daily drivers to iOS 26 because of Liquid Glass. But if I had to pick between two evils - diminishing UX quality and shoving AI into every corner where no one asked for it - I’d still pick Liquid Glass.
It's also anyone's guess what direction it will matter. Will apple miss the boat on AI because it's the real deal? Or is it a bubble that will pop and apple will be left standing because they didn't bet the farm on AI
While we can agree that adding AI just to tick a box will win no awards, it will be a laughable proposition to suggest that Apple doesn't need to do anything on AI.
If anything its laughable and points to the unoriginality of product creators that we haven't fundamentally transformed how we interact with technology given how much AI offers as functionality. Anyone (I'll bet 20% on Ive) who figures this out will eat Apple's dinner.
If you're giving 5:1 against Ive I'll take that in a heartbeat. He has zero historical record to show he can somehow capitalize on AI; even his design contributions are overall meh. Apple will have to do "something" but the beauty of mountains of cash and a business that doesn't need AI everywhere is that they can wait and see what something is, and then execute. They've actually been really good at figuring out implementation after the conceptual heavy lifting is done; it's deep in their DNA
Why does Apple need a different AI strategy? They make good laptops and people like them (I say this as someone that runs Linux on a framework laptop). Anyone using AI is using their MacBook laptops to use AI already. They're perfectly capable of running LLMs locally if anyone actually wants to do that. I'm not sure shoving a bunch of weird AI crap into the UI is actually what end users want.
I don’t care that they’re behind on AI, I care that they’ve decided to throw UX out the window so all my devices are just a little bit worse to use than they were 12 months ago.
There were a lot of non-optimal decisions, and statements were out of reality.
The macPro is not the best.
The M3 slower.
A.I. acronym opportunity could have been leveraged differently.
A mac is supposed to be comfortable, macOS 26 "Da hoe" initially lacked various elements that were expected.
The current state of logs/logging in macOS is a paradise for an adversary but time-hogging for legitimate user.
Shareholders use macs, and they trust teams that studied Nokia.
New emojis have a relatively inelastic relationship with sales.
What did you understand?
Shareholders use macs -> proportionaly feel the same frustration as other mac users.
Trusting teams that studied Nokia -> Nokia was once the leader in mobiles, and quickly fell.
Emojis -> how many new emojis were added are usually indicated along the other, top, features.
It lost the formatting, I meant it as a list of what out-of-reality decisions led to. I mean the macPro sux, when the macbookproM3 came out it was slower than the previous mode. I meant that 'Apple-Inteligence' sux, that macOS26 doesn't help working better. That opening console on a fresh macOS can show thousands of entries per second and that entries like "User <private> result: <private>" are not helpful. That what happened to Nokia can happen to Iphones, and finally that listing emojis among top features is yet out-of-reality. And I didnt mention the vision pro because I wanted to make a joke about it, in case someone said I forgot that on my list.
> Alan Dye, vice president of human interface design, who is joining Meta as its chief design officer.
I wonder if he is responsible for all those niceties MacOS got for the last 10 or so years. Like the scroll bars in Serious Sam Mental difficulty, or the flat earth flavour icons, you know.
He created liquid glass, the much ballyhood but controversial new ios 26 update. Marketed like "magic" but mainly just visual updates that are buggy, drain battery and make things hard to read. Wonder if they'll keep supporting/pushing it.
They'll virtualize the ink jet printer ink model: Totally Transparent Liquid Glass UI is free, DRM'ed dye is an in-app purchase that fades over time, or subscription that you don't actually own.
User defined colors not possible, only expensive premium licensed Pantone, Disney Princess Pink, Barbie Pink, Tiffany Blue, Coca Cola Red, Cadbury Purple, UPS Brown, Target Red, Home Depot Orange, John Deere Green & Yellow, Vantablack, Stuart Semple Black 2.0, 3.0, etc.
>The sentiment within the ranks at Apple is that today’s news is almost too good to be true. People had given up hope that Dye would ever get squeezed out, and no one expected that he’d just up and leave on his own. [...]
>It’s rather extraordinary in today’s hyper-partisan world that there’s nearly universal agreement amongst actual practitioners of user-interface design that Alan Dye is a fraud who led the company deeply astray. It was a big problem inside the company too. I’m aware of dozens of designers who’ve left Apple, out of frustration over the company’s direction, to work at places like LoveFrom, OpenAI, and their secretive joint venture io. I’m not sure there are any interaction designers at io who aren’t ex-Apple, and if there are, it’s only a handful. From the stories I’m aware of, the theme is identical: these are designers driven to do great work, and under Alan Dye, “doing great work” was no longer the guiding principle at Apple. [...]
>That alone will be a win for everyone — even though the change was seemingly driven by Mark Zuckerberg’s desire to poach Dye, not Tim Cook and Apple’s senior leadership realizing they should have shitcanned him long ago. [...]
>My favorite reaction to today’s news is this one-liner from a guy on Twitter/X: “The average IQ of both companies has increased.”
I don't know if it's only because he left, but there are stories about how bad he was in his position for such a long time. If that's true, Apple must be blamed for keeping him there--until he voluntarily left. WTF?
TBH I don’t know much about the Mac eco except that I have been using a couple of MacBook Pro for work for the recent 5 years. My humble experience says hardware is easy but software is hard. Might be counterintuitive but that’s honestly what I felt.
With hardware there are only so many sanely quantifiable ways someone might use, abuse, or hack up your product. And you don’t have to care about some or all of them. Someone might desolder an Apple silicon chip successfully and do something neat with it, but they’re unlikely to use it to power an MRI machine.
But software - even inside the business that makes an application people will still find entirely surprising, realistically unpredictable ways to use it. Let alone the customers/users/tinkerers.
At a former place I worked we had one customer who was smart enough to be technically correct about how our software worked to use it in the most insane manner any of us had seen, and which no one had ever contemplated. Not even in a way that was sane to test manually or with automation. (I’m being a bit vague because it’d be very identifiable broadly and specifically.) Eventually we had to say “yes you can use it this way, but you’d end up paying far more than you should and the experience is going to be awful.” (Even sales agreed on the former!)
Windows 11 25H2 introduces several exciting new AI features. Its also being reported as a massive memory hog and its causing a lot of consternation online.
There's no reason to be a first mover on AI. There's still no moat, and it is unlikely one will be found. A computer firm we have never heard of could spin up tomorrow and be the true leader of the much prophesied AI Revolution. Apple can let other people burn their brands to the ground chasing the dream.
Colloquially, 2025 is the year of the linux desktop, thanks in part to Microsofts AI approach (And valve opening up games). In 10 years the ramifications of that might even be felt in enterprise. We could have enterprise users looking for Linux/MacOS clients to run Microsoft Office 365. Really one should be asking why Microsoft thinks it can ruin the client experience. "What the heck is going on at Microsoft". We know whats going on, no one in the upper echelons of Microsoft can be seen to ignore the next big thing. They are compelled to grasp at anything labelled AI and ship it.
I dont like Apple, at all really. But not going all in on AI is to be lauded. In fact they could have done even less. Consumers want them to release the next iBrick with another 200 dollars attached to the pricetag. Thats it. They can meet consumer expectations by doing nothing other than Business as Usual.
>as critics say Apple, once a tech leader, is behind in the next big wave: artificial intelligence.
Most critics I see deal with the fact that they’re fad chasing and delivering without their flagship polish (for both new products and updates). This narrative is likely to push apple deeper into the well if it becomes the mainstream spin.
As someone who has Apple-everything (just about) and has since 2013 or so, every time I see a headline about Apple being in serious trouble over their “AI failure” I can’t even understand what they’re talking about. Nothing I’ve seen yet is compelling enough I need it in my OS. People can reach Chatgpt on the iPhones just fine. Who cares? Who are these people like “idk might switch to Windows because of Apple’s failed AI strategy” making this an actual problem? I’ve never even understood what their supposed strategy was trying to do (at which it evidently failed? How did it fail? I also don’t follow that.)
>Who are these people like “idk might switch to Windows because of Apple’s failed AI strategy” making this an actual problem?
It’s not about users but about investors who rely on the greater fool theory. If Apple is not adopting the current thing, people won’t FOMO in, so it’s better to buy other stock.
Literally every single person in my life is using AI on an almost daily basis. Not just like my co-workers, or some nerdy discord chat, like every single person I regularly interact with from my niece to my mother, my boss to my barista.
People complain about it, it's short falls and idiosyncrasies, but it's only been getting better, both the models and the integration.
There is no future now where LLMs aren't playing a big role. We'll have our CLI luddites who believe computing peaked in 1992 forever, but the rest of society is running full speed towards computers that they can talk to in natural language.
That's why Apple is uneasy. The god-tier technology usability company is on the verge of totally missing out on the greatest revolution in human-computer usability ever. My mother isn't going to want an Apple UI anymore when you just talk to the new computers.
I've seen product manager type people use LLMs to auto-generate product requirements docs. I know people who use AI to separate instruments from music tracks in order to learn them.
>Nothing I’ve seen yet is compelling enough I need it in my OS
I'd put it more strongly, as someone who hasn't bought an Apple device in over a decade, I have contemplated buying one now because it seems to be the only way to escape the enslopification. Them being behind on this crap is an active selling point for me
As a mac user since 2006 I see the problem as twofold.
1. Siri has always been terrible. The rise of chatbots has made that fact even more obvious. It's such low hanging fruit to integrate some sort of llm chatbot. Why didn't they do it years ago?
2. Their advertisements all mention Apple Intelligence. Costco today was advertising "Macs with Apple Intelligence" as a headline feature. I use MacOS and iOS everyday and I'm not even sure what they are referring to. It's probably fine if their AI strategy isn't clear yet, but stop letting marketing act like they've already shipped it. That they have been promoting this non-existent feature since 2024 is embarrassing.
Anecdotal but I was talking to a recruiter about a role in Apple last week, and then was told they are doing a total hiring freeze until at least the new year.
There was also a bit of a shakeup in one of their teams for video content production a few months back which surprised me. Not anyone that would get a tech journal article written about them, but someone who was very experienced, knowledgeable, and loved his role.
Nothing newsworthy just sounds more rocky than usual for Apple
When I lived in a different country, I could read as much cnn as I wanted. Now that I live in the USA, I need a subscription. So I am less informed on us politics now that I live in the USA. Ironic.
I don't think this entire piece taught me anything new other than a speculation that "speculation is mounting that Tim Cook may be preparing to step aside as CEO" --
"speculation". "may be". "preparing".
The lagging behind the AI wave is known, and matter of fact, the "Liquid Glass" saga is not even mentioned while they focus on the Apple Vision glasses.
This is a great model for the poor low quality of journalism that became industry standard nowadays.
Yes, apple direction is questionable, and while it is mainly questionable because the of AI wave, well, the entire AI wave is questionable nowadays.
one more thing, the URL path has "/apple-tim-cook-leadership-changes" in it, suggests the title "what the heck" is most likely a newer version than the original one which they decided not to publish as is since it is not based enough.
Mark Gurman @markgurman
BREAKING: Apple’s chip chief Johny Srouji informed CEO Tim Cook he is seriously considering leaving the company and would likely continue his career elsewhere rather than retire. Apple is urgently pushing to keep him. He remains at least for now.
It's all crashing down around Cook. He could've chosen to actually be good to Apple customers. Instead, he milked them with ridiculous app store policies and terrible software. Yes the hardware was good, but those two things destroyed so much good will.
Insofar as this article is about the 4 execs leaving Apple, this is a total non-story and the "What the heck is going on at Apple" is just click bait:
- Lisa Jackson, Apple’s vice president of environment, policy and social initiatives, and general counsel Kate Adams, are set to retire. While these may be high level execs, they don't really have much to do with the overall direction and success of the company. And given the change in the political environment you've seen tons of changes in roles like these at many companies in the past 11 months.
- Alan Dye, vice president of human interface design, is leaving to join Meta as its chief design officer. Sounds like he won't really be missed: https://9to5mac.com/2025/12/04/gruber-apple-employees-giddy-.... Assuming he was responsible for Liquid Glass, I say good riddance.
- John Giannandrea, senior vice president of machine learning and AI strategy, is also retiring. He had basically already been demoted, taken off leading Siri due to Siri's competitive failures.
So yeah, it's pretty obvious that Apple is behind the AI wave, but honestly, they may end up having the last laugh given how much backlash there is from consumers about trying to shoehorn AI into all these places where it's just an annoyance.
There's more than just 4 execs and imo an unprecedented level of turnover for a historically very stable company. It’s multiple senior leaders across legal, policy, AI, design, hardware, and operations leaving within a short period, making it one of Apple’s most significant leadership shakeups in years, which is why several outlets are finding it newsworthy.
1) John Giannandrea, Senior VP of Machine Learning & AI Strategy, Apple’s AI chief is leaving in 2026 after setbacks with Siri, his entire team is being reorganized and cut.
2) Alan Dye, VP of Design and responsible for liquid glass left for Meta
Bloomberg
3) Kate Adams, the top lawyer and general counsel is leaving
4) Lisa Jackson, VP of Policy & Social Initiatives also leaving
5) Johny Srouji, hardware/chip head, said he is "seriously considering leaving" which is really interesting seeing as he actually said that out loud for press to report on.
6) Jeff Williams, COO retired
7) Luca Maestri the CFO left ealier this year
8) Ruoming Pang the AI foundation leader left for Meta
9) Ke Yang, head of Siri search also left for Meta.
Apple is (for a very long time) essentially a hardware company so all the contrived drama about not embracing AI is perhaps Apple style accumulation of data as it refines the sequence of "neural cores" to efficiently serve wherever the industry is careening.
While Apple wants its hardware to best run popular apps (AI included), it's premature to presume these people leaving for Meta (Dye in particular) have any impact other than tribal knowledge in their departures.
(disclaimer: was an engineer in an inner sanctum of apple for several years)
I was reading and 2 (Srouji) is 61 years old. While that is not too old, but that does explain why he may not be choice for next CEO (besides any other things). You want someone to helm the ship for a decade.
“many people” are mostly stupid (go to your local dmv to see “many people”) so that it irrelevant. sales are through the roof, profits same, cash on hand to buy many countries, life is good…
Or maybe not and Cook and Williams are in their 60s and want to be retired, Giannandrea (sp?) was overpaid enormously but didn't create any magic, Dye is a longtime Apple person who had incredible luck but is frankly fungible (bring back Evans Hankey, for instance). Srouji is a special personality and talent, though.
> Apple acquires OpenAI, Sam becomes CEO of combined company; iPhone revenue used to build out data centers; Jony rehired as design chief for AI device.