@manton > AI is the best opportunity to compete with Apple and Google since the launch of the iPhone

I don’t understand this at all. Maybe it’s a personal failing of imagination, but what is a new AI hardware product that could replace even half of what people do with their phones?

An AI pin isn’t it. And if we’re just talking about a “normal” smartphone, with a screen and apps, and the difference is first class AI integration, then we cede that AI is a feature not the product, and have to compete with the iPhone on Apple’s terms again