Devices · 1h ago
OpenAI bets on custom hardware to bypass Apple and Google
OpenAI confirmed it is developing a family of devices, aiming to reduce reliance on iOS and Android. The move follows failures like Humane AI Pin and Rabbit R1, which tried but failed to replace smartphones. OpenAI faces high costs and supply chain challenges in entering the hardware business.
Meridian48 take
The pivot to hardware is a risky bet that could dilute OpenAI's focus on AI models, but controlling the full stack may be necessary to compete with platform giants.
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The Hardware Gambit: Why OpenAI is Risking the Balance Sheet on a "Family of Devices" →
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