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Zaid Admani

👤 Person
116 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

Like next week, we're going to hear from Netflix, Tesla, and Intel, just to name a few.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

So make sure you guys are subscribed to the podcast and tuning in every day to stay in the loop.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

In fact, you can even email us a video of yourself asking a question to the rundown at public.com.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

And we'll try to answer as many questions as we can.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

And yes, the merch is still coming.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

Let's run through some headlines.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

Starting with Apple.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

Apple just lost another key player from their AI team thanks to Meta.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

leading a team at Apple called Answers, Knowledge, and Information, and they were working on making Siri more like ChatGPT.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

You know, Yang was a pretty big deal.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

He reported directly to Apple's head of AI, John Gianandrea, but now he's gonna be reporting to someone at Meta.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

You know, Meta continues to poach AI talent from every major tech company with massive offers.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

According to Bloomberg, roughly a dozen senior AI researchers have already left Apple in the past few months, including the head of its foundation model group,

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

He also ended up going to Meta, and it looks like more departures could be coming.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

Apple still hasn't figured out their AI strategy, and it's not a good look for them.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

For one, they refuse to write blank checks to AI talent like Meta is, even though they desperately need the talent to make improvements to their AI offerings.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

But then again, Meta hasn't really blown anyone away with their AI stuff.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

I mean, the only thing they've released is an AI video slop app called Vibes, which was not great.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

So maybe all the billions that Zuck is spending isn't really going to pay off either.

The Rundown
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook

But for Apple, they've been talking about a revamped Siri for years now, and it's expected to launch in March of 2026.