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Apple’s reported AI leadership shakeup and Softbank’s bet on AI infrastructure 3/20/25

TechCheck

CNBC

Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.856 Ratings

🗓️ 20 March 2025

⏱️ 6 minutes

🧾️ Download transcript

Summary

Apple’s reported shakeup among its AI leadership has intensified the spotlight on the ongoing AI talent wars among mega-cap tech companies. And Softbank’s acquisition of Ampere deepens CEO Masayoshi Son’s bet on data centers. It’s a strategic move in one of the hottest battlegrounds in tech: AI infrastructure.

Transcript

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0:00.0

It was an interesting choice in Mike Rockwell versus, say, a well-known name in the world of AI research.

0:06.6

And it stands in stark contrast to the strategy of Apple's AI megacabre peers.

0:11.6

Now, Google has promoted and promoted Demas Hesabas, one of the founders of DeepMind and one of the most respected minds in AI, who, by the way, just won the Nobel Prize.

0:21.3

Microsoft, they hired Mustafa Sullyman, the other DeepMind founder, hired him away from his

0:26.2

startup to lead its AI efforts, also revered in the AI community.

0:30.6

When Apple needed an AI head in 2018, it also looked outwards, and that's why it hired

0:36.5

John Andrea from Google.

0:38.6

He was leading Google's machine intelligence research and search teams at the time,

0:43.6

but a lot has changed since then, and he hasn't been the big name,

0:48.7

white paper founder gracing the cover of Nature magazine that Hasabas and Sullyman are.

0:53.5

Mike Rockwell, who today Apple reportedly tapped to lead Siri. He's not Hasabas and Sullyman are. Mike Rockwell, who today Apple reportedly

0:55.4

tapped to lead Siri, he's not Hasabas or Suleman either. As the guy in charge of the Vision

1:00.9

Pro Apple's VR headset, the company is betting on inside talent here. It's also betting on technical

1:07.1

experience and the ability to ship. But there is AI talent out there that Apple is not going after.

1:14.1

There were eight people who wrote that seminal Transformers paper

1:17.1

that were at Google at the time.

1:18.7

Some of them are still running their own startups.

1:20.4

Google has even been able to hire back the most high profile of them,

1:23.9

Nome Shazir.

1:25.0

Apple, though, seems to be sitting out the AI talent wars. An idea,

1:29.3

Kelly, that is gaining traction in some tech circles is letting users replace Siri with a chatbot

1:34.5

of their choice. And you could say if it's not going to look outward for these, you know,

...

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