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The $200M reason Apple keeps losing its best AI researchers

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Apple's AI Brain Drain: When Your Best People Jump Ship Right After Getting Promoted

Listen, when your newly minted team lead quits weeks after the promotion, that's not just bad—it's a five-alarm fire about what's happening inside the building.

Ke Yang just left Apple for Meta. The kicker? He'd literally just been promoted to run the AKI team—the group building the new Siri that's supposed to finally make Apple's voice assistant not suck. We're talking about the ChatGPT-style "answer engine" that was supposed to launch in March 2026 and save Apple from becoming the company that slept through the AI revolution.

Yang wasn't some middle manager. This is a Carnegie Mellon grad who spent over a decade at Google Brain, helped build TensorFlow, and was considered the most prominent executive on Apple's Siri overhaul. The guy reported directly to John Giannandrea, Apple's AI chief. And he bailed.

The Exodus Isn't Slowing Down

Here's what should terrify Apple shareholders: Yang is just the latest. At least 12-15 members of Apple's Foundation Models team—the core group building Apple Intelligence—have fled to competitors in the past year. Ruoming Pang, the founder of Apple's Foundation Models team, left for Meta with a compensation package reportedly worth $200 million. Frank Chu, who managed LLM training infrastructure, went to Meta's AI labs. Tom Gunter, Mark Lee, Chong Wang—all gone to Meta.

When your talent pipeline looks like a fire exit during an earthquake, you don't have a retention problem. You have a why the hell would anyone stay problem.

Meta's Buying Spree

Where's everyone going? Meta Superintelligence Labs, a division launched after Meta dropped $14.3 billion for 49% of Scale AI and brought on its 28-year-old founder Alexandr Wang to lead the charge toward AGI. Zuckerberg's not being subtle: "I'm focused on building the most elite and talent-dense team in the industry for our superintelligence effort."

Meta's offering stupid money—packages ranging from tens of millions to $200 million annually—and assembling a dream team: 44+ top researchers, 75% with PhDs, 40% poached from OpenAI, 20% from DeepMind. They're building toward "personal superintelligence"—AI that knows you, anticipates your needs, and acts autonomously on your behalf through devices like Meta's Ray-Ban AI glasses.

Meanwhile, NVIDIA's Playing a Different Game

While Apple and Meta fight over talent, NVIDIA's out here giving away the entire playbook. Their "AI cookbook" isn't just model weights—it's training datasets, synthetic data techniques, precision algorithms, the works. NVIDIA's VP of Generative AI, Kari Briski, explained it simply: when the community collaborates openly, everyone moves faster.

The crown jewel? Isaac GR00T N1, the world's first open humanoid reasoning model. It uses a dual-system architecture—fast reflexes plus slow deliberate thinking—and NVIDIA generated 780,000 synthetic training trajectories in 11 hours using their physics simulator. That's 6,500 hours of human demonstration compressed into half a day. Companies like Boston Dynamics and Figure AI already have early access. Even Disney's using it for theme park robots.

What This Actually Means

Apple's losing the people who know how to build the future while trying to ship a Siri update that's already 15 years late to being good. Meta's hoarding elite talent to chase superintelligence. NVIDIA's open-sourcing everything because they've realized the real money is selling the shovels—their GPUs power everyone's AI dreams regardless of who wins the model wars.

The question isn't whether Apple can catch up in AI. It's whether they can stop the bleeding long enough to finish what they started.

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