Bloomberg Tech Apple Loses Another AI Executive, Amazon's Prime Day Weakness
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Jul 8, 2025 In this engaging discussion, Michael Intrator, CEO of CoreWeave, shares his expertise in cloud infrastructure. He delves into Apple's recent loss of a key AI executive to Meta, shedding light on the fierce competition for top talent in tech. The conversation also highlights the sluggish start of Amazon's Prime Day and examines how tariffs are affecting both retailers and consumers. Intrator emphasizes the significance of proactive business strategies in navigating tech disruptions and the ongoing evolution of AI infrastructure.
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Apple Loses Top AI Talent to Meta
- Roman Pang, a top AI engineer at Apple, left for Meta with a huge pay package.
- This signals Apple's struggle to retain AI talent against Meta's aggressive hiring and pay strategy.
Apple AI Team Morale At Risk
- More AI engineers are likely to leave Apple's Foundation Models team without counteroffers.
- Apple is reluctant to offer high pay packages compared to Meta and OpenAI.
Hyperscalers Double Down on AI
- Big tech companies invest heavily in AI with deep pockets and see strong demand signs.
- Microsoft's upcoming fiscal reports will highlight continued massive investment in AI infrastructure.