Apple Head Computer, Apple Intelligence, and Apple Computer Heads ⇥ ben-evans.com
That takes us to xR, and to AI. These are fields where the tech is fundamental, and where there are real, important Apple kinds of questions, where Apple really should be able to do something different. And yet, with the Vision Pro Apple stumbled, and then with AI it’s fallen flat on its face. This is a concern.
The Vision Pro shipped as promised and works as advertised. But it’s also both too heavy and bulky and far too expensive to be a viable mass-market consumer product. Hugo Barra called it an over-engineered developer kit — you could also call it an experiment, or a preview or a concept. […]
The main problem, I think, with the reception of the Vision Pro is that it was passed through the same marketing lens as Apple uses to frame all its products. I have no idea if Apple considers the sales of this experiment acceptable, the tepid developer adoption predictable, or the skeptical press understandable. However, if you believe the math on display production and estimated sales figures, they more-or-less match.
Of course, as Evans points out, Apple does not ship experiments:
The new Siri that’s been delayed this week is the mirror image of this. […]
However, it clearly is a problem that the Apple execution machine broke badly enough for Apple to spend an hour at WWDC and a bunch of TV commercials talking about vapourware that it didn’t appear to understand was vapourware. The decision to launch the Vision Pro looks like a related failure. It’s a big problem that this is late, but it’s an equally big problem that Apple thought it was almost ready.
Unlike the Siri feature delay, I do not think the Vision Pro’s launch affects the company’s credibility at all. It can keep pushing that thing and trying to turn it into something more mass-market. This Siri stuff is going to make me look at WWDC in a whole different light this year.
Mark Gurman, Bloomberg:
Chief Executive Officer Tim Cook has lost confidence in the ability of AI head John Giannandrea to execute on product development, so he’s moving over another top executive to help: Vision Pro creator Mike Rockwell. In a new role, Rockwell will be in charge of the Siri virtual assistant, according to the people, who asked not to be identified because the moves haven’t been announced.
[…]
Rockwell is known as the brains behind the Vision Pro, which is considered a technical marvel but not a commercial hit. Getting the headset to market required a number of technical breakthroughs, some of which leveraged forms of artificial intelligence. He is now moving away from the Vision Pro at a time when that unit is struggling to plot a future for the product.
If you had no context for this decision, it looks like Rockwell is being moved off Apple’s hot new product and onto a piece of software that perennially disappoints. It looks like a demotion. That is how badly Siri needs a shakeup.
Giannandrea will remain at the company, even with Rockwell taking over Siri. An abrupt departure would signal publicly that the AI efforts have been tumultuous — something Apple is reluctant to acknowledge. Giannandrea’s other responsibilities include oversight of research, testing and technologies related to AI. The company also has a team reporting to Giannandrea investigating robotics.
I figured as much. Gurman does not clarify in this article how much of Apple Intelligence falls under Giannandrea’s rubric, and how much is part of the “Siri” stuff that is being transferred to Rockwell. It does not sound as though Giannandrea will have no further Apple Intelligence responsibilities — yet — but the high-profile public-facing stuff is now overseen by Rockwell and, ultimately, Craig Federighi.