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Speaking of Apple executive HR news, in his Power On Bloomberg column last weekend, Mark Gurman pooh-poohed the Financial Times’s recent report that Tim Cook was likely to retire early next year (paywalled, alas, but summarized by MacRumors):

In October, I wrote that the internal spotlight on Ternus was “intensifying,” and that barring unforeseen circumstances he would be the leading candidate. But I didn’t put a date on when a change might happen. Then, around midnight two Fridays ago, the Financial Times published a report with three central claims: Apple is “intensifying” succession planning; Ternus is likely the next CEO; and Cook is expected to step down between late January and June.

The first two points are anything but revelations if you’ve read Bloomberg coverage and Power On, or have simply been paying attention to the realities of Cook’s age and tenure. The timing, however, is another matter entirely. It’s a huge deal that the FT did this: A respected publication should only predict the CEO transition date for a company of Apple’s scale with a high level of confidence — based on people legitimately in the know.

This is where I have concerns. Based on everything I’ve learned in recent weeks, I don’t believe a departure by the middle of next year is likely. In fact, I would be shocked if Cook steps down in the time frame outlined by the FT. Some people have speculated that the story was a “test balloon” orchestrated by Apple or someone close to Cook to prepare Wall Street for a change, but that isn’t the case either. I believe the story was simply false.

They can’t both be right. Either the Financial Times or Bloomberg and Gurman will have a serving of claim chowder no later than June. But as Gurman points out, the only disagreement in their reporting is regarding timing: soon vs. soon-ish.

It could be that we see something like the following next year. Current board chairman Arthur Levinson turned 75 this year, the suggested age limit for Apple Board members. So maybe he rides off into the sunset and Apple names Cook, who already has a seat on the board, executive chairman. Maybe in February, ahead of Apple’s annual shareholder meeting. Then, in the second half of the year, Cook steps down as CEO, Ternus takes the CEO job, and Cook remains chairman of the board for the next decade or so. One change at a time, with a drip-drip series of leaks to trusted business news publications, like the one to the Financial Times last month — seemingly from the board itself — to make none of it come as a surprise.

I don’t think the leak — from multiple sources — to the FT was a “test balloon” (cue John Siracusa on ATP 666 regarding “trial balloon” being the correct idiom). It was more of a “heads up, this is what’s coming”.

Apple Newsroom, “John Giannandrea to Retire From Apple”:

Apple today announced John Giannandrea, Apple’s senior vice president for Machine Learning and AI Strategy, is stepping down from his position and will serve as an advisor to the company before retiring in the spring of 2026. Apple also announced that renowned AI researcher Amar Subramanya has joined Apple as vice president of AI, reporting to Craig Federighi. Subramanya will be leading critical areas, including Apple Foundation Models, ML research, and AI Safety and Evaluation. The balance of Giannandrea’s organization will shift to Sabih Khan and Eddy Cue to align closer with similar organizations.

After the fiasco around Apple Intelligence and the “more personalized Siri” features — which were announced at WWDC in June 2024, but postponed until 2026 in a tail-between-their-legs announcement in March 2025 — and the executive reshuffling immediately after that delay was announced that put Mike Rockwell in charge of Siri and moved all or most of Apple Intelligence and Siri under Craig Federighi, it would have been much more surprising if Giannandrea had stayed at Apple. In fact, I’m surprised he wasn’t out before WWDC this past June.

I don’t think we need to wait for additional details to know that he was squeezed out. If, as Mark Gurman reported back in March, “Tim Cook has lost confidence in the ability of AI head John Giannandrea to execute on product development”, why was he still there?

As for Subramanya, according to his LinkedIn profile, he was at Google for 16 years, and left to join Microsoft only five months ago. Either he didn’t like working at Microsoft, or Apple made him an offer he couldn’t refuse (or, perhaps, both).

A user-hostile “lose your phone, lose your account history” architecture may well be “secure” in a technical sense, but it’s the sort of brittleness that’s kept Signal from achieving more mainstream use.

ohoj Software: We have made the difficult decision to discontinue Ducklet. While we had high hopes for this product, it has unfortunately not proven to be commercially viable, and as a result, we can no longer dedicate the time and resources necessary to support it moving forward. I thought this app had potential. I’m sorry […]