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cover of episode OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025

OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025

2025/5/22

Sharp Tech with Ben Thompson

AI Deep Dive AI Chapters Transcript

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Ben

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Jony Ive

Ben Thompson: 我认为OpenAI收购Jony Ive的硬件创业公司是一个重要的战略举措。收购比合作更能体现OpenAI的战略方向。如果OpenAI想成为一家消费者科技公司，进军硬件领域是有道理的，但需要权衡硬件和服务之间的关系。OpenAI的机会在于成为AI领域的苹果公司，与谷歌竞争，提供完全集成的体验。IO公司从苹果挖走了大量顶尖人才，他们的资历很棒，这令人鼓舞，但他们将面临巨大的挑战，例如供应链管理和如何在苹果体系外运作。我个人对Jony Ive在苹果公司后期的一些设计持批评态度，特别是在Mac的设计方面，我认为他们过于关注形式而忽略了功能。总的来说，我认为OpenAI不应该试图重新发明手机，而应该专注于自己擅长的领域，即使这意味着从手机配件开始。此外，Jony Ive不应因iPhone对社会的影响而过于担忧，以免限制了产品的潜力。 Andrew Sharp: 我认为OpenAI收购Jony Ive的硬件创业公司是一个有趣的举动，但我也对OpenAI是否能够成功进入硬件领域持保留态度。硬件制造非常困难，而且OpenAI缺乏硬件制造经验。此外，Jony Ive在苹果公司后期的一些设计也受到了批评，这让我对他在OpenAI的设计能力感到担忧。不过，我也认为OpenAI有机会通过与Jony Ive的合作创造出色的硬件产品。如果OpenAI能够成功进入硬件领域，这将对整个科技行业产生重大影响。

Deep Dive

Shownotes Transcript

Ben and Andrew react to the news that OpenAI is acquiring Jony Ive's hardware startup for $6.5 billion worth of stock, including questions about the form factor of future AI devices, challenges inherent to manufacturing hardware in 2025, the logic of these ambitions for OpenAI, and yes, a few words about the 9-minute video announcing the deal. At the end: Google's plans for its search business, Veo 3 and gen AI videos, and Ben's appearance on the Bill Simmons Podcast this week.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem — Stratechery Update)

OpenAI to Buy AI Device Startup From Apple Veteran Jony Ive in $6.5 Billion Deal — Bloomberg)

Sam & Jony introduce io — OpenAI)

A conversation with Jony Ive — Stripe (YouTube))

Google I/O, The Search Funnel, Product Possibilities — Stratechery Update)

The Invincible OKC, Knicks Nirvana and Giannis Trades — The Bill Simmons Podcast)

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