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Meta reportedly recruits Apple's head of AI models

1. Apple's AI lead, Ruoming Pang, is leaving for Meta. 2. This could signal talent challenges within Apple's AI unit. 3. Apple's AI models are reportedly less capable than competitors. 4. Meta is aggressively recruiting AI talent from other companies. 5. Apple may consider third-party AI models for Siri upgrades.

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FAQ

Why Bearish?

Leadership loss in the AI division signals potential stagnation, echoing previous failures like Siri's slow improvements.

How important is it?

The departure of a key AI figure raises questions about Apple's AI capabilities and future innovations.

Why Short Term?

Immediate concerns over leadership in AI could affect upcoming product updates and market confidence.

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