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When I think of OpenAI hardware I can't help but think of Akins Laws of Spacecraft Design [0]:

> 39. Any exploration program which "just happens" to include a new launch vehicle is, de facto, a launch vehicle program.

Having a Jony Ive project on the side isn't going to do squat for OpenAI—if they're going to go into consumer hardware that's going to need to be an all-consuming strategic pivot, which their other moves suggest they're not doing. They're currently in spaghetti at the wall mode with Jony Ive as just one bet among many, which is a very bad way to approach a new piece of consumer hardware that's meant to compete with Apple.

[0] https://spacecraft.ssl.umd.edu/akins_laws.html



> if they're going to go into consumer hardware that's going to need to be an all-consuming strategic pivot

You have to build a phone.

There is no other way to get the data you need to make XR glasses, AI pebble, Rabbit etc work the way people expect without it. Because Apple and Google are well within the rights to deny the siphoning of your private data to a company like OpenAI who only exists because of large scale trademark abuse.


This sounds backwards. Making a best selling phone ecosystem to get started on the AI project?


This is the cost of having a major mobile operating system completely closed, and the other one only half welcoming. We're missing on an unfathomable amount of innovation because of it.

That's where Samsung went all in on building it's own ecosystem.


It’s a proprietary data stream that they can control: mission critical.


But the point is that you're going to have a hard time bootstrapping a new phone ecosystem in the current environment. If it's mission critical then they need to be throwing everything at it, not doing it as one option among many.


I agree whole heartedly that it’s going to be really hard to get my iPhone out of my hands, for a host of reasons. That said, would I replace my AirPods with a Bluetooth version that has zero latency 4o, cameras on the stems and Chat over Siri? Um, yes, in a nanosecond. If that AirPod replacement needed a small brick with cellular backhaul that lived in my bag, and could make calls for me, would I use it? Yep, some of the time.

I think there’s a lot of space for device innovation right now. A quick survey of sci-fi ideas yields a lot of possibilities:

Lapel pins that talk to you

Earrings / Earcuffs that talk to you

Directed environmental audio that only you can hear

Drones that attach to you, fly around when you or they want, and then .. talk to you

Projection on arbitrary surfaces

Smart surfaces everywhere that show things

Anyway. We’re not done innovating data and compute connectivity in device form in my opinion. And, I think we would both do well to remember that how hard it is to sell me, or you, on a new phone, is massively different if you’re willing to give away your first 100mm phones.

That said I’m not convinced the next thing they’re putting out is a phone. But it might be a phone killer, or a baby thing that will one day be a phone killer.


Interestingly, isn't that almost exactly what Garmin has done with their wearable ecosystem? A massive data collection people willingly agree to because of the perceived benefits.


Garmin was a long-standing well-respected consumer hardware company that started releasing a miniaturized version of the thing they were famous for: a GPS. They already had brand recognition and all the infrastructure to build quality products that people would trust.

That infrastructure and brand is extremely difficult to bootstrap.


I cannot see how a new mobile phone platform can build any kind of moat with AI. Especially if I get 90% of what I need from an android/iOS app.

The only way new bespoke hardware will ever work is if its the only way to get access to their AGI agent or something.


But aren't they building a necklace?


Necklaces have existed for a while. This is novel.

I believe the preferred terminology is "drone collar"


or digital collar and lesh.


Not invasive enough for me! I'm holding out for my neural implant, with glial scarring... mmmm, can't wait!




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