(OpenAI)

Dreamy Team

What we know about the device from OpenAI and former Apple design lead Jony Ive

They don’t think it will kill the smartphone — yet.

5/22/25 9:07AM

Yesterday, OpenAI announced it was buying former Apple design lead Jony Ive’s AI device startup for $6.5 billion. Ive’s startup, io, would provide OpenAI with a dedicated unit for developing AI-powered devices. Based on reporting from The Wall Street Journal from an internal OpenAI meeting yesterday and an interview with Bloomberg, we now know a little bit more about what the first of a “family of devices” might be like.

The devices are meant to be “companions” that are part of everyday life.
They will be “fully aware of a user’s surroundings and life, will be unobtrusive, [and] able to rest in one’s pocket or on one’s desk,” WSJ says.
Developers are conceiving of it as a third device people will need, in addition to an iPhone and a MacBook Pro.
It’s not a phone or glasses and is meant to wean users off screens.
It could include headphones or cameras.
OpenAI plans to ship 100 million of these devices “faster than any company has ever shipped 100 million of something new before.”
They expect to release a device by late 2026.
It’s not going to kill the iPhone: “In the same way that the smartphone didn’t make the laptop go away, I don’t think our first thing is going to make the smartphone go away,” OpenAI CEO Sam Altman told Bloomberg. “It is a totally new kind of thing.”

Let’s hope it’s at least more successful than notable AI device flops like the Humane Ai Pin and the Rabbit r1 AI companion.

Rani Molla4m

Bloomberg: Relationship between OpenAI and Apple has deteriorated and legal action may be imminent

The two-year-old alliance between Apple and OpenAI has deteriorated, Bloomberg reports, with the AI giant now consulting legal counsel about issuing a potential breach of contract notice.

OpenAI executives allege that Apple failed to adequately integrate and promote ChatGPT on the iPhone, causing the AI firm to lose out on billions a year in subscriptions and hurt its brand, according to the report.

Meanwhile, Apple has expressed concerns over OpenAI’s privacy protection, and has been miffed that OpenAI has been working on its own hardware with former Apple design lead Jony Ive.

More recently, Apple, which has trailed its peers in developing AI, has decided to offer users their choice of AI models, rather than aligning exclusively with OpenAI’s.

Apple-OpenAI Relationship Frays, Setting Up Possible Legal Fight

Meanwhile, Apple has expressed concerns over OpenAI’s privacy protection, and has been miffed that OpenAI has been working on its own hardware with former Apple design lead Jony Ive.

More recently, Apple, which has trailed its peers in developing AI, has decided to offer users their choice of AI models, rather than aligning exclusively with OpenAI’s.

Jon Keegan46m

Report: Mythos is used to crack MacOS

Apple MacOS has long been considered to have some of the strongest cybersecurity protections in the industry.

But researchers using a preview release of Anthropic’s Mythos AI model were able to take control of a Mac, in a significant example of the unreleased AI model’s cyber capabilities, according to a report from The Wall Street Journal.

It took two security researchers five days to pull off the feat, which chained together bugs to corrupt the Mac’s memory, according to the report. The researchers told the Journal that human expertise was required to use Mythos, and it would not be able to execute the attack on its own. The researches reportedly said some of the Mythos hype was “overblown.”

Apple said it was taking the bug report “very seriously” and has not yet issued a fix.

Apple’s Security Has Been Tough to Crack. Mythos Helped Find a Way In.

Apple said it was taking the bug report “very seriously” and has not yet issued a fix.

Jon Keegan2h

Survey: 70% of Americans don’t want data centers in their community

America loves a good boogeyman, and data centers have become one.

It was once easy for the hyperscalers to sidle up to state legislators, utility executives, and local officials with the promise of jobs and the high-tech glow of AI for their economically challenged areas without much local opposition.

But now the script has been flipped, and public opposition to data centers is starting to solidify. A new Gallup survey asked 1,000 Americans for their thoughts on data centers, the first such survey for the polling company. Among the findings:

70% of survey respondents opposed local construction of AI data centers.
Opposition to local data centers was much stronger than opposition to local nuclear power plants.
Dislike for data centers is bipartisan — majorities of both Democrats and Republicans were opposed to data centers, but more so for Democrats.
Among those opposed to data centers, the impact on the environment and energy usage were top concerns.

Local communities and state governments around the US have introduced bans or moratoriums on data center construction. Senators have also introduced similar legislation in Congress.

Last month, Maine Governor Janet Mills vetoed legislation that would have enacted the first statewide bill to pause data center construction.

7 in 10 Americans oppose data centers being built in their communities

70% of survey respondents opposed local construction of AI data centers.
Opposition to local data centers was much stronger than opposition to local nuclear power plants.
Dislike for data centers is bipartisan — majorities of both Democrats and Republicans were opposed to data centers, but more so for Democrats.
Among those opposed to data centers, the impact on the environment and energy usage were top concerns.

Local communities and state governments around the US have introduced bans or moratoriums on data center construction. Senators have also introduced similar legislation in Congress.

Last month, Maine Governor Janet Mills vetoed legislation that would have enacted the first statewide bill to pause data center construction.

$100B

Jon Keegan22h

Each day of the Musk v. Altman trial in Oakland, California, more details of Microsoft’s complicated $13 billion partnership emerge from the courtroom.

Yesterday, Microsoft executive Michael Wetter said that the company has spent over $100 billion on the OpenAI partnership. A big chunk of that came from the fact that Microsoft needed to build the costly infrastructure before OpenAI could use it, according to Wetter.

Microsoft’s investment looks like it was worth it, as OpenAI is currently valued at $852 billion, making Microsoft’s stake worth about $135 billion. OpenAI is planning for an IPO later this year.

Jon Keegan

5/13/26

Anthropic in talks for funding at a valuation as high as $950 billion, which would make it bigger than OpenAI

An improbable, parabolic rise in valuation has rocketed Anthropic past the presumed leader, OpenAI.