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NEW: OpenAI’s first product is a mobile, screen-free home smart speaker that a user can build a connection with like an AI companion. Amid Apple’s trade secret lawsuit, the iPhone maker has nothing like it on the market. https://www.bloomberg.com/news/articles/2026-07-14/openai-s-first-device-will-be-moveable-screenless-speaker-built-as-ai-companion?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4NDA2MjAxMywiZXhwIjoxNzg0NjY2ODEzLCJhcnRpY2xlSWQiOiJUSTYwSllUOU5KTFMwMCIsImJjb25uZWN0SWQiOiJDNEVEQ0FFMUZBMDU0MEJFQTI0QTlGMjExQzFFOTA4MCJ9.DfRN0afk0TFIaHFw9zEKYjehnfMsZfKC7gPoVos8WPI
1:47 PM · Jul 14, 2026unsurprising, the vision was to always bring her to life. i am very very curious how much they will lean on emotional companion aspect of this now that gpt live is really good. that will be a huge difference because apple would never lean into that (in fact they have explicitly said they would not), & google can never ever execute a product like this even if they wanted to. obviously alexa has a lot of users but that is going absolutely nowhere. those are the only hardware makers that are relevant in this space. the dynamics of this are even more interesting because jony ive went on a stripe stage & lamented how addictive the iphone is, imagine building an emotional companion that is even more addictive as his next act. that would be incredibly ironic.
2:50 PM · Jul 14, 2026The interesting thing about AI hardware is that nearly every permutation has been tried or considered so it's reasonably predictable what the first incarnation can be. Much has to change about materials/physics/semi-conductors/etc for there to be another hw evolution.
2:43 PM · Jul 14, 2026If I can talk to codex while I work on dinner and it codes, I'll buy one for each room
6:00 PM · Jul 14, 2026Screenless speakers are easy. Speakerless speakers are where the real money is.
3:13 PM · Jul 14, 2026@markgurman I nailed this long ago: https://x.com/Scobleizer/status/1964093092098949380/video/1?s=46
3:42 PM · Jul 14, 2026