I think OpenAI’s hardware device, ChatGPT voice home speaker, will do well There’s roughly 300 million smart speakers but we all know how dumb they are ChatGPT’s voice mode is basically magic ChatGPT also has a billion users, so the brand will translate well, Claude for example would have a way harder time doing this Unlike the phone, the home speaker is not deeply tied to a platform like iOS or Android, so easy to replace It integrating with your ChatGPT account also makes it compelling, pick up what you were working on from a different device To add to that, OpenAI has apparently 400 former Apple employees, including their former VP of Product Design, Tang Tan Apple suing OpenAI feels like sour grapes and a sign that they feel threatened

$AAPL is the best company in the world. They let others fight to see what actually works. Then they copy it and make it better. They are NEVER first. This is how they always win. - Personal computers (1977) - IBM to Apple II - Graphical computers (1984) - Xerox to Macintosh - MP3 players (2001) - Diamond Rio to iPod - Digital music stores (2003) - Napster to iTunes - Smartphones (2007) - Blackberry, Nokia to iPhone - App marketplaces (2008) - various mobile stores to App Store - Tablets (2010) - Microsoft Tablet to iPad - Video calling (2010) - Skype to FaceTime - Voice (2011) - GPS to Siri - Cloud storage (2011) - Dropbox to iCloud - Fingerprint (2013) - Motorola Atrix to TouchID - Smartwatches (2015) - Samsung Galaxy Gear to Apple Watch - Mobile payments (2014) - PayPal to Apple Pay - Wireless earbuds (2016) - bluetooth earbuds existed for years to AirPods - Smart speakers (2018) - Amazon Alexa to HomePod - Item trackers (2021) - Tile to AirTags - High-end ARM computers (2020) - ARM chips to Apple Silicon Macs - Buy-now-pay-later (2023) - Affirm to Apple Pay Later - Mixed reality VR (2024) - Oculus Meta to Apple Vision Pro - Generative Intelligence (2024) - OpenAI to Apple Intelligence