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I spent the first half of this week in Cupertino for WWDC, where I assisted with our live blog and managed to call into TBPN from my iPhone outside the Steve Jobs Theater at Apple HQ. 

Silicon Valley is beautiful this time of year. The mood at Apple, however, feels a bit off. More on that below, plus what it’s like to be recruited by Mark Zuckerberg, my chat with the CEO of Databricks, and more…

AI researchers have recently been asking themselves a version of the question, "Is that really Zuck?"

As first reported by Bloomberg, the Meta CEO has been personally asking top AI talent to join his new “superintelligence” AI lab and reboot Llama. His recruiting process typically goes like this: a cold outreach via email or WhatsApp that cites the recruit’s work history and requests a 15-minute chat. Dozens of researchers have gotten these kinds of messages at Google alone. 

For those who do agree to hear his pitch (amazingly, not all of them do), Zuckerberg highlights the latitude they’ll have to make risky bets, the scale of Meta’s products, and the money he’s prepared to invest in the infrastructure to support them. He makes clear that this new team will be empowered and sit with him at Meta’s headquarters, where I’m told the desks have already been rearranged for the incoming team.

Most of the headlines so far have focused on the eye-popping compensation packages Zuckerberg is offering, some of which are well into the eight-figure range. As I’ve covered before, hiring the best AI researcher is like hiring a star basketball player: there are very few of them, and you have to pay up. Case in point: Zuckerberg basically just paid 14 Instagrams to hire away Scale AI CEO Alexandr Wang. 

It’s easily the most expensive hire of all time, dwarfing the billions that Google spent to rehire Noam Shazeer and his core team from Character.AI (a deal Zuckerberg passed on).  “Opportunities of this magnitude often come at a cost,” Wang wrote in his note to employees this week. “In this instance, that cost is my departure.”

Zuckerberg’s recruiting spree is already starting to rattle his competitors. The day before his offer deadline for some senior OpenAI employees, Sam Altman dropped an essay proclaiming that “before anything else, we are a superintelligence research company.” And after Zuckerberg tried to hire DeepMind CTO Koray Kavukcuoglu, he was given a larger SVP title and now reports directly to Google CEO Sundar Pichai. 

I expect Wang to have the title of “chief AI officer” at Meta when the new lab is announced. Jack Rae, a principal researcher from DeepMind who has signed on, will lead pre-training. Meta certainly needs a reset. According to my sources, Llama has fallen so far behind that Meta’s product teams have recently discussed using AI models from other companies (although that is highly unlikely to happen). Meta’s internal coding tool for engineers, however, is already using Claude. 

While Meta’s existing AI researchers have good reason to be looking over their shoulders, Zuckerberg’s $14.3 billion investment in Scale is making many longtime employees, or Scaliens, quite wealthy. They were popping champagne in the office this morning. 

Then, Wang held his last all-hands meeting to say goodbye and cried. He didn’t mention what he would be doing at Meta. I expect his new team will be unveiled within the next few weeks after Zuckerberg gets a critical number of members to officially sign on.

Apple is accustomed to being on top of the tech industry, and for good reason: the company has enjoyed a nearly unrivaled run of dominance. 

After spending time at Apple HQ this week for WWDC, I’m not sure that its leaders appreciate the meteorite that is heading their way. The hubris they display suggests they don’t understand how AI is fundamentally changing how people use and build software.

Heading into the keynote on Monday, everyone knew not to expect the revamped Siri that had been promised the previous year. Apple, to its credit, acknowledged that it dropped the ball there, and it sounds like a large language model rebuild of Siri is very much underway and coming in 2026.

The AI industry moves much faster than Apple’s release schedule, though. By the time Siri is perhaps good enough to keep pace, it will have to contend with the lock-in that OpenAI and others are building through their memory features. Apple and OpenAI are currently partners, but both companies want to ultimately control the interface for interacting with AI, which puts them on a collision course. 

Apple’s decision to let developers use its own, on-device foundational models for free in their apps sounds strategically smart, but unfortunately, the models look far from leading. Apple ran its own benchmarks, which aren’t impressive, and has confirmed a measly context window of 4,096 tokens. It’s also saying that the models will be updated alongside its operating systems — a snail’s pace compared to how quickly AI companies move. 

I’d be surprised if any serious developers use these Apple models, although I can see them being helpful to indie devs who are just getting started and don’t want to spend on the leading cloud models. I don’t think most people care about the privacy angle that Apple is claiming as a differentiator; they are already sharing their darkest secrets with ChatGPT and other assistants.  

Some of the new Apple Intelligence features I demoed this week were impressive, such as live language translation for calls. Mostly, I came away with the impression that the company is heavily leaning on its ChatGPT partnership as a stopgap until Apple Intelligence and Siri are both where they need to be. 

AI probably isn’t a near-term risk to Apple’s business. No one has shipped anything close to the contextually aware Siri that was demoed at last year’s WWDC. People will continue to buy Apple hardware for a long time, even after Sam Altman and Jony Ive announce their first AI device for ChatGPT next year. AR glasses aren’t going mainstream anytime soon either, although we can expect to see more eyewear from Meta, Google, and Snap over the coming year. 

In aggregate, these AI-powered devices could begin to siphon away engagement from the iPhone, but I don’t see people fully replacing their smartphones for a long time. The bigger question after this week is whether Apple has what it takes to rise to the occasion and culturally reset itself for the AI era. 

I would have loved to hear Tim Cook address this issue directly, but the only interview he did for WWDC was a cover story in Variety about the company’s new F1 movie.

AI agents are coming. I recently caught up with Databricks CEO Ali Ghodsi ahead of his company’s annual developer conference this week in San Francisco. Given Databricks' position, he has a unique, bird’s-eye view of where things are headed for AI. He doesn’t envision a near-term future where AI agents completely automate real-world tasks, but he does predict a wave of startups over the next year that will come close to completing actions in areas such as travel booking. He thinks humans will need (and want) to approve what an agent does before it goes off and completes a task. “We have most of the airplanes flying automated, and we still want pilots in there.”

Buyouts are the new normal at Google. That much is clear after this week's rollout of the “voluntary exit program” in core engineering, the Search organization, and some other divisions. In his internal memo, Search SVP Nick Fox was clear that management thinks buyouts have been successful in other parts of the company that have tried them. In a separate memo I saw, engineering exec Jen Fitzpatrick called the buyouts an “opportunity to create internal mobility and fresh growth opportunities.” Google appears to be attempting a cultural reset, which will be a challenging task for a company of its size. We’ll see if it can pull it off. 

Evan Spiegel wants help with AR glasses. I doubt that his announcement that consumer glasses are coming next year was solely aimed at AR developers. Telegraphing the plan and announcing that Snap has spent $3 billion on hardware to date feels more aimed at potential partners that want to make a bigger glasses play, such as Google. A strategic investment could help insulate Snap from the pain of the stock market. A full acquisition may not be off the table, either. When he was recently asked if he’d be open to a sale, Spiegel didn’t shut it down like he always has, but instead said he’d “consider anything” that helps the company “create the next computing platform.”

More to click on:

Joanna Stern’s full interview with Apple’s Craig Federighi and Greg Joswiak.

Alexandr Wang went on Shawn Ryan’s podcast right before he joined Meta.

The New York Times reports on how “chatbots are going down conspiratorial rabbit holes and endorsing wild, mystical belief systems.”

The Wall Street Journal’s profile of Amazon devices chief Panos Panay.

The tech CEOs who are invited to this year’s Sun Valley conference.

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As always, I welcome your feedback, especially if you’re an AI researcher fielding a juicy job offer. You can respond here or ping me securely on Signal.

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