alt Hacker News> Altman argued that future AI competition will be won through devices
What this really signals is the intention (which might be sincere or not) of getting some sort of OEM deal with some device manufacturer.
And yes, if the path to profitability is in shipping devices with OEM AI features, Microsoft and Google are clearly ahead.
It seems all venues to profitability are offensive to OpenAI current users. Ads, OEM, etc. This is a problem for them.
And yes, Apple can include lots of undesirable things in their products and still keep their cult following, that's why he mentions them.
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> What this really signals is the intention (which might be sincere or not) of getting some sort of OEM deal with some device manufacturer.
I assumed they were talking about their partnership with Jony Ive/IO and an internal hardware product, not partnering (not that they won't do that as well).
You want to restrict applications as much as possible without hindering their function. An assistant is only annoying if it can't actually do anything. If the hardware doesn't follow some cosy deal the user can swap out the API when they like, you would have to compete for real and forever.