Locator: 48692APPLE.
Updates
July 9, 2025: Sun Valley 2025 kicks off.
Later, 7:05 p.m. CT: link here. Another change. COO will step down from that role this month, and then retire from Apple at the end of the month. Something is afoot. See original post, below. Apparently, Tim Cook couldn't afford to wait to name new COO at the end of the year. Doing it now. Something is afoot. Oh, I already said that.
Original Post
Tea leaves.
Fascinating.
META grabs top AI personality from Apple. Link here.
All the talk on CNBC this a.m. focused on META / Mark Zuckerberg grabbing AI top dog from Apple.
CNBC finds Mark Zuckerberg fascinating. Apple? Not so much.
Was CNBC focusing on the wrong personality?
Another angle to consider.
So, you're the top dog in AI over at Apple.
What would make you leave Apple to go work for Mark Zuckerberg.
Tim Cook: "Hi, Ruoming [Pang]. Come on in, don't sit down. You've been here a long time. Yeah, I guess that Siri AI thing didn't work out so well. That's fine. We've moved on. You should probably think about spending more time with your family."
Now, go back a few more days / weeks: headlines that Apple is looking to partner with OpenAI and/or Perplexity. In fact, Apple has already partnered with OpenAI and is reportedly in discussions with Perplexity.
Now, go back a month or so: Apple buys $500 million worth of new office space in the San Francisco Bay area, enough to "house" upwards of another 2,000 employees.
Now, go back six months to a year: Apple AI (aka Siri) laid an egg. Absolutely crapped out. Analysts agree: Apple has a problem with AI.
I think the dots continue to connect.
Hunch.
Tea leaves.
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Office Space
The story:
- Apple: new office space could bring in another 2,000 people
- Apple: this past week, it is being reported that Apple spent more than $500 million buying more office space in the Bay Area. Link here. I can think of only one reason Apple would need that much more office space. This is going to be incredibly interesting. Link here.
