The OpenAI Phone is Coming... With an AI Operating System

OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-first operating system that redefines user interaction.

We compare OpenAI's consumer-focused strategy to Anthropic's enterprise approach, discuss the challenges of competing with Apple, and ponder the hurdles for user adoption.

------
🌌 LIMITLESS HQ ⬇️

NEWSLETTER:    https://limitlessft.substack.com/
FOLLOW ON X:   https://x.com/LimitlessFT
SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/

------
TIMESTAMPS

0:00 OpenAI Phone
1:28 Features and Design
3:01 AI Operating System
5:10 Supply Chain and Production Concerns
6:09 Johnny Ive's Design Influence
8:58 Market Competition and Consumer Interest
11:53 OpenAI's Strategic Roadmap
14:27 Anthropic’s Shift to Financial Services
20:20 Comparing OpenAI and Anthropic
24:39 Future of AI-First Hardware
25:40 Final Thoughts and Speculations

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠