Some good responses in here, but I see a lot of people saying that this thing won't be a threat to Apple. That's probably true, but we should also remember one thing from the past:
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Smugness like that and the "Imagine That" ad campaign showed a complacency that really bit Apple in the posterior, as the years passed.
The deep flaw in trying to make this an analogy is that OpenAI would have to get past not just Apple , but also Google ( Android/Pixel) , Samsung , and the other established players in the smartphone market. In the USA Apple may have something close to 50% of market , but that also means there is another 50% that is also already out there. The stratopheric growth phase of smartphones is over.
OpenAI starts with some kind of AI agent hodge podge of a unique smartphone OS (Linux with some 'new age' UI layer on top). Android and iOS dominate. ( have to go to countries like China where government fingers on the scale to get another viable competitor to the mix). OpenAI, could do an Android with a custom launcher. Are they really going to displace anyone when the OpenAI app is availalbe on other Android phones (and iOS ones)?
In the early, general PC market the vast majority of people and business
DID NOT HAVE the devices. It was not a mature market. Apple thought they could continue to grab increasing users even if IBM also did. The 'overconfidence' was in the quriky move by IBM to make decisions that allowed a wide range of other players join their general direction/team. MS Windows got sold to anyone who wanted it.... not just IBM.
Ternus will most likely get the company moving forward with some direction now, instead of just inertia, but everything in the works at other companies - especially ones like Altman's which seem to have that "web 1.0" kind of burn money being thrown at it - really has to be considered.
Altmans spent $6B for Ive & company start up that didn't have any product (huge pay day for Ive and Jobs-Powell ... so far exceding bad investment for OpenAI investors. ) . Just because OpenAI is spending money like drunken sailors on shore leave doesn't mean they are doing something productive with it.
Back in the early IBM PC days, IBM was NOT spending 'blank check' sums on getting into the market. In fact, it was pretty much the opposite in that the project leveraged a bunch of 'off-the-shelf' and '3rd party" stuff to get jumped started quickly. [ that is what deeply enabled lots of other players jumped on the 'team' over the 80's. ]
Human interface is going to be the next big development in the OS field. This phone will have a screen but it may not be used for much other than watching videos, or single-instance data entry (phone numbers, for example). The OS in this phone may not just be the AI we're all unfortunately used to now, it may actually build the experience "on-the-fly". Like having a true personal assistant :"Make it so, Number One".
Probably not. 'Voice everything" is about just as limiting as "vision only" everything. A mix of senses works better because that is what humans normally deal with. ( there are work-arounds for missing one of the senses , but almost nobody is permanently giving one of them up volunteering. )
The personal assistent that leaves you skiilless and learning next to nothing is probably at least 2x as bad a social media. Another variant to dubious 'endless scroll' like UIs that lead folks into just being just being increasingly agitated/lured into a deeper feedback cycle isn't really "good UI".