What the heck is going on at Apple?

IMO: Cook is going to announce his retirement by the end of Q1, they've already selected a CEO (probably Ternus), the incoming CEO wants leadership change, and some of these departures are because its better that this purge happens before the CEO change than after. I think this explains Giannandrea, Williams, and Jackson.

Dye may have also been involved in that, given how unpopular he was internally at Apple. But more likely just personal / Meta offered him a billion dollars. Maestri leaving was also probably totally uninvolved.

Srouji is the weirdest case, and I'm hesitant to believe its even true just given its a rumor at this point. Its possible he was angry about being passed over for CEO, but realistically, it was always going to be Ternus, Williams, or Federighi. If Ternus is the next CEO, its likely we'll see Apple combine the Hardware Technologies and Hardware Engineering divisions, then have Srouji lead both of them. I really do not see him leaving the company.

The other less probable theory is that they actually picked Fadell, and this deeply pissed off many people in Apple's senior leadership. So, what we're seeing is more chaos than it first seems.

Generally, as long as Srouji doesn't leave, these changes feel positive for Apple, and especially if there's a CEO change in early 2026: This is what "the fifth generation of Apple Inc" looks like. I don't understand the mindset of people who complain about Apple's products and behavior over the past decade, then don't receive this news as directionally positive.

Cook is denying that he has any current plans to step down. There was also a Bloomberg article about this a couple of days ago.

What they point out is that a lot of Apple's senior leadership are of a similar age and are simply approaching retirement now. But they are also losing younger rising stars they desperately need to fill the ensuing void. At the moment, they are simply losing talent left and right, and that is unsustainable if they want to maintain their competitive edge and avoid completely turning into Microsoft.

The more likely explanation is that a certain amount of internal rot has set in. They haven't really launched a successful major new product category in years, and a lot of their initiatives have either stalled or failed. Something is clearly not right, and top tier talent doesn't will only tolerate that sort of thing for so long before moving on.

Look outside the HackerNews/Silicon Valley bubble: Apple is doing very well. Consumers broadly don't care whether their phone has AI, as long as it has the ChatGPT/etc apps. iMessage and FaceTime have a stranglehold on, uh, everyone in America. They sell more iPhones every quarter. Their services revenue keeps going up. Mac sales are up big. Apple Silicon is so far ahead of anything else on the market, they could stay on the M5 platform for three years and still be #1. Apple Watch is the most popular watch brand in the world (and its not close; sensing a pattern?). Airpods, alone, make more money than Texas Instruments or SuperMicro. Yes; Vision Pro and iPhone Air sold poorly. Who cares? They're both obvious stepping stones to products that will sell well (Vision Pro -> Glasses-style AR device, iPhone Air -> thin engineering will help with the iPhone Fold). Apple can afford to take risks and adjust.

Sure, there can be cultural things going on. But at the senior leadership level, the degree to which those would have to be bad, in the absence of major revenue problems, to cause this reaction is... unheard of.