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Disruption is usually caused by a company you don’t expect, not a mega corp already in the space.

For example, Apple disrupted the cell phone industry. Tesla dominates EVs, not GM or Toyota.

I said for a while now that Apple is very susceptible to disruption by an AI phone because the hardware is easy and has been commoditized. Could Sam Altman do it? I don’t know but a truly useful AI phone WILL eat Apple’s lunch if they don’t get their act together very soon. Just look how fast Nokia and BlackBerry fell. Anyone who thinks Apple is different is in denial. It’s not a coincidence that Tim had to step down at this critical juncture.

I have not seen anyone make a compelling case as to the appeal of an AI phone that would make people want to toss out their current iPhones in favour of using one. As if the challenges of entering an already saturated smartphone market would suddenly cease to exist.

I swear - there is something about the allure of an “iPhone killer” that makes critics lose all sense of reason and rationality. Apple faces far more competition from an older iPhone that a customer opts to hold on for another year in lieu of upgrading, then it does from some gimmick phone and everyone here knows it.
 
So you get to pay for their phone and a monthly subscription to make sure the ai, which is its main reason for existing, continues to work? Even though this is just a data mining operation, why doesnt anyone use AI to do the thing people need, go through their entire email or photo collections and organize them? Oh wait, you wont need to pay every month for that once it's done. So they aren't in the business of helping people, just data harvesting.
 
Will OpenAI even make it that far - to 2028? With everyone and their dog expecting a certain bubble to burst or at least a hype to violently run out of steam, don't they seem like the most plausible casualty? They have the perfect poster boy too!

🙂
 
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OHhhhhh… Yes. Let me just up and choose a completely non-iPhone after like 12 iPhones, and all of my other Mac devices working together. Yeah, sure.

Complete non-starter. This will go the same place as the apple car.
 
Interesting to hear about this. Don't know how successful it will be. Specifications will be very important along with how privacy will be respected.
 
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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)?

Very true. And in order to get around Apple/Google dominance, OpenAI shouldn't compete, they should avoid trying to do another graphic user interface. If they crack that (and I hope you know what I mean by that phrase), it will chip away at the current hegemony in smart phones.

If I can use another analogy: if you want to come up with better personal transportation, don't build a better car, build an easier-to-use plane. Who would want a car then?


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.

Not quite sure what you're going for here. The overconfidence I mentioned was Apple ridiculing Windows "features" that System 7 and predecessors had for years, while still having rusty DOS underneath.

BTW: MS made sure anyone who DIDN'T want Windows paid for it as well. They charged Windows license fees to PC manufacturers whether those machines shipped with Windows, DOS, DR-DOS, OS2Warp, or with a blank drive.


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.

You missed my point so I should explain myself better. OpenAI is throwing money around like a web 1.0 company. They're wasting a lot of it but they're also doing acquisitions, and along the way they're coming up with code monsters. Even though there's a lot of criticism of Altman and the company, they're one of the big 3 or 4 AI model providers on the open market - the ones that the "vast majority" of users and businesses know about. Whatever they come up with, even the vaporware that they announce, should be of concern to everyone on C-level at Apple. Complacency and arrogance nearly buried this company between John Louis Gassee, Michael Spindler, and Gil Amelio. We're in a transistion period now that Steve's playbook has finally run dry (there's more to it, as I said earlier, but it looks like they're ignoring it) and their bean-counter CEO is leaving. Let's not let that turn into a stagnation period like the mid-90s.


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. ]

I don't know how we got on that subject, but I agree. The original PC was 8086/8088 on a revised S100 bus. Apple mocked that one too, and see how that worked out.



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".

I didn't say "voice everything", did I? Project Magic is a lot more than voiceUI. If you look at Apple patents going back over the past 20 years you'll see it. I'm not going to talk any further about it here.
 
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Yes. Please use 100+ billions on making a phone that nobody buys so that this horror show entity finally dies and human kind can resurface.
If only.
 
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besides the adtech poison it would add, are we really expected to trust a hallucinating token limited phone from the likes of openAI? the wall street article about missed user growth and revenue targets potentially impacting data center growth makes this whole thing sound like an attempted misdirect away from bad news.
 
He "stepped up" to chairman of the board, leaving the CEO spot for someone younger. Conspiracy theories notwithstanding, he is of retirement age and needs to do less, but he is not leaving the company.
Chairman is basically a figurehead and Apple needs to give the appearance of a smooth transition.

Boards and shareholders prefer a minimum of 12 months’ notice. His sudden 6 months’ notice (especially after claiming he can’t imagine life without Apple in a recent interview) is a good indication that he was forced to resign.
 
If you’re going by anecdotal evidence, I see a lot of posters on here frustrated with Apple and their lack of innovation who are itching to switch.
 
Yea, just what every office needs, a bunch of computers talking over one another. 🙄

I don't want to talk to my computer, I don't want my computer to talk to me, and I don't want to hear you conversing with yours.
They will impose that anyway on people and will tell this is “for good”. It might actually be better for less screen time, tools like Claude Desktop will only evolve. I am not sure what will be the outcomes but maybe people will be less tied to their office jobs thanks to AI automation. Sounds too romantic to be true, but it is the point where all companies are planning to go. Probably Apple too under new CEO, but that will take them longer than other companies
 
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I have not seen anyone make a compelling case as to the appeal of an AI phone that would make people want to toss out their current iPhones in favour of using one. As if the challenges of entering an already saturated smartphone market would suddenly cease to exist.

I swear - there is something about the allure of an “iPhone killer” that makes critics lose all sense of reason and rationality. Apple faces far more competition from an older iPhone that a customer opts to hold on for another year in lieu of upgrading, then it does from some gimmick phone and everyone here knows it.
I don’t think your imagination is going beyond what you can see today.

Imagine a personal assistant in your pocket who can keep you on schedule, buy airline and hotel tickets, order an Uber when you arrive at the airport, ensure your utility and credit card bills are paid on time, automatically text your friends when you’re running late, respond to calls, order food, etc. etc.

It’s a massive leap from the current UX paradigm and Apple is dead last among the big tech companies; so much so that they have to rely on their biggest competitor’s tech.
 
Not sure how OpenAI, will "rival" the iphone AI when Apple doesn't have any competent AI assistant to speak of. And Gemini doesn't count because Apple couldn't get theres done, and they've had a decade to perfect Siri.
 
Agent will be the killer feature. If Apple can nail an agent - they're ok. If they can't, the gloss and shine from Ive with a 'do-it-all buddy in your pocket' may win people over. The one thing that will impact this overall is OpenAI's relationship with Palantir and the US Gov, and how public that becomes. I do believe that gives people (general public) the ick, and there's no coming back from that.
 
I don’t think your imagination is going beyond what you can see today.

Imagine a personal assistant in your pocket who can keep you on schedule, buy airline and hotel tickets, order an Uber when you arrive at the airport, ensure your utility and credit card bills are paid on time, automatically text your friends when you’re running late, respond to calls, order food, etc. etc.

It’s a massive leap from the current UX paradigm and Apple is dead last among the big tech companies; so much so that they have to rely on their biggest competitor’s tech.
Anyone who trusts AI with that much power over their lives absolutely deserves whatever happens as a result.

 
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