If we assume token providers are becoming more and more of a commodity service these days, it seems telling that OpenAI specifically decided to claw out consumer hardware.
Perhaps their big bet is that their partnership with Jony Ive will create the first post-phone hardware device that consumers attach themselves with, and then build an ecosystem around that?
this would be an incredibly tough play. We've seen few success stories, and even when the product is good building the business around them has often failed. Most of the consumer plays are terrible products with weak execution and no real market. I have no doubt they could supplement lots of consumer experiences but I'm not sure how they are more than a commodity component in that model. I'm a die-hard engineer, but equating the success of the iphone to Ive's design is like saying the reason there were so many Apple II's in 80's homes and classrooms was because of Woz's amazing design.
Perhaps their big bet is that their partnership with Jony Ive will create the first post-phone hardware device that consumers attach themselves with, and then build an ecosystem around that?