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Not happening - iPhone (or any modern smartphone) can run many AI models, along with zillions or other apps on the same device. So who will want a ChatGPT limited version with no existing ecosystem? It’s gonna be really hard to break the existing iOS/Android dominance, IMO, unless it is a truly revolutionary product.
There are people happily paying for ChatGPT subscriptions. Offer that massive number of folks a bonus on their token use if the request is coming from a ChatGPT phone and they’ll have users from day one. It really doesn’t have to do anything much more than that as millions rely on ChatGPT to know how to dress, how to respond to people and what to eat. Spending less on their subscription is not an option for them.
 
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I’m not under any illusion that my data is 100% private on an iPhone. But in a world where my life dictates I need a smartphone the iPhone offers the most privacy.

OpenAI doesn’t care about privacy. That’s a problem.
 
I mean, of course they are. We knew that as soon as they brought Ive on. The central question is: will it have a killer feature / use case / cool factor great enough that it outweighs all the negatives of having your privacy invaded 24-7?
 
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Anthropic made money chasing corporate clients. Altman needs to stop chasing consumer AI.

Nobody is interested, or the Pixel would be outselling the iPhone.
 
"OpenAI working on data collection tool you can keep in your pocket"
Kind of like any smart phone out right now? And with Apple you don't just have your phone collecting data, you have your watch keeping your health stats, you have the music you listen to, what you buy with Apple Pay, etc. If this is an actual serious concern I would think a modern flip phone might be the phone for you.
 


OpenAI is working on a smartphone in what appears to be a significant reversal from previous reports that the company had no plans to enter the phone market, according to supply chain analyst Ming-Chi Kuo.

openai-logo-orange.jpg

Kuo shared the findings from his latest supply chain checks in a post on X, saying MediaTek and Qualcomm are the chosen chip partners and Luxshare Precision Industry is the exclusive manufacturing partner, with mass production scheduled for 2028. Exact chip specifications and additional suppliers are expected to be finalized by late 2026 or the first quarter of 2027.

Kuo argues that the smartphone remains uniquely positioned for AI agent use because it is the only device that captures a user's full real-time state, including location, activity, communication, and context, which he describes as the most important input for real-time AI agent inference. He claims that AI agents will fundamentally change how people interact with a phone, shifting the focus from launching individual apps to completing tasks through a more continuous, context-aware interface.

He argues that fully controlling both the operating system and the hardware is the only way for the company to deliver a comprehensive AI agent service, and that a subscription-bundled business model could enable OpenAI to build a developer ecosystem around those agents.

Kuo suggests that Luxshare, which has long sought to reduce its dependence on Apple supply chain work, could benefit substantially from an early position in what he frames as the next generation of smartphone hardware.

The development represents a notable reversal in OpenAI's publicly stated hardware strategy. Previous reports have consistently described the company's hardware ambitions as centered on non-phone form factors developed in collaboration with Jony Ive, the former Apple design chief whose startup io Products was acquired by OpenAI for $6.5 billion. Those plans include a smart speaker, which is likely the first product to launch, along with smart glasses, a smart lamp, and potentially earbuds. OpenAI Chief Global Affairs Officer Chris Lehane has said the first hardware announcement is expected in the second half of 2026, with launch around early 2027.

OpenAI CEO Sam Altman posted on X the same day Kuo published his analysis, writing that it "feels like a good time to seriously rethink how operating systems and user interfaces are designed." Such a device would obviously put OpenAI in direct competition with Apple's iPhone.

Article Link: OpenAI Reportedly Working on an AI Smartphone to Rival iPhone
That's really low for Ive......
 
Apples focus on privacy gonna continue to draw customers. These others won’t be able to draw folks away.

Altman developing a phone because his core business will not be what they claim so he spends money on phone before funding dries up.
 
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Kind of like any smart phone out right now? And with Apple you don't just have your phone collecting data, you have your watch keeping your health stats, you have the music you listen to, what you buy with Apple Pay, etc. If this is an actual serious concern I would think a modern flip phone might be the phone for you.
Except most of what you cite is encrypted and aninomized and processed on device.
 
basically, this is the admission by OpenAI that people don't want a voice-only phone, but rather something with a screen.

eventually, OpenAI will come to the inevitable conclusion that the ecosystem matters too and that most apps exist to make many things more simple and organized.

And what about gaming on a device with no ecosystem? "Enjoy these crappy games AI just cooked up" ain't gonna fly.
 
What analyst are assuming is that this is another Blackberry versus iPhone moment, but this time the iPhone is the Blackberry. Remember all the people that said no one would give up their Blackberry? The difference this time, is that Apple is well aware of what happened, and can provide an even better experience.
 
“The smartphone remains uniquely positioned for AI agent use because it is the only device that captures a user's full real-time state, including location, activity, communication, and context…”

Does anyone else read a paragraph like this and feel the urge to throw my tech in a river and become a park ranger or something?
 
Why do they think this'll work or be successful in the slightest
Like genuinely

Altman and his ilk know that it won't be. OpenAI is losing money hand-over-fist, so they need to keep the investor money flowing in. They throw this type of thing out ever six months or so to get more cash; previously it was Ive and his OpenAI egg-on-a-lanyard, or whatever is was supposed to be.
 
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