❯ Apple Cuts 200+ Roles, Vision Pro and Siri Teams Each Lose About 100

SCOPEAccording to Bloomberg’s Mark Gurman, Apple is cutting more than 200 roles, with about 100 coming from the Vision Pro organization — the gaming and immersive video teams are effectively shuttered — and another roughly 100 from the Siri team and the Intelligence Systems Experience team, which handles on-device AI integration. Apple said in response that this is a team restructuring, and affected employees can apply for other positions at the company.

TWO TRACKSThe reasons behind the two cuts are different. On the Siri side, the new assistant has switched technical architectures, changing the expertise required — the company is cutting a small number of old roles, reallocating resources, and opening new ones. On the Vision Pro side, it looks more like cutting losses: each episode of immersive video costs up to several million dollars to produce, and the device never caught on as a gaming console. Apple’s focus is shifting to the 2027 AI smart glasses, which won’t support 3D games or video.

POSITIONWhat deserves a fresh look is Apple’s timeline for on-device AI. It cut content and peripherals while keeping and doubling down on the assistant architecture — an admission that resources bet on headset content over the past two years produced no payoff. For third-party teams building content for Vision Pro, this is a fairly clear retreat signal. What to watch next: how many of these cut roles will be reopened under the new Siri architecture.

▪ SIGNALWith immersive video shut down and the Siri architecture intact, Apple is betting its last chips on the 2027 glasses.