Openai is famous for Chatgpt, a tool that writes people. Now, the company wants to control what you write and talk to, touch, bear, or even wear.
In May, Openai agreed to obtain the start of the AI devices from Jony Ive, IO, for $ 6.5 billion in stock. About 55 engineers and designers, many of whom are former Apple employees, join Openai. The design company for Ivefrom will remain independent but oversees the development of the first products of the Openai.
The deal refers to a shift in the Openai’s strategy: from the background supplier to AI’s fully gaining company. After all, when you have the platform, you have the experience.
The deal also raises many questions. What kind of devices are planning for construction? Why do you carry the risk of jumping to the devices now? What happens when the artificial intelligence company begins to think as a platform? Here is what happens and what it means.
From the artificial intelligence engine to Amnesty International’s environmental system
To date, Openai has played the role of infrastructure. Its models operate Microsoft Microsoft, support the third -party developers via API, and operate them inside applications and web browsers. But many of the basic systems in which users reach these tools, such as Microsoft’s ecosystem, Apple devices, and browsers like Google Chrome, by others. Openai builds intelligence, but the environment about that intelligence often belongs to another person.
This acquisition revolves around changing this. By owning devices, Openai control the flow of the entire reaction. He no longer has to integrate himself into the front of another person. It can design the experience from end to end. This is the opportunity. Openai wants to create a new type of devices, designed from A to Z about artificial intelligence. Not a phone with the Chatbot app; Something completely imagined to a world where artificial intelligence is the starting point, not the addition.
Possible upward trend: experience, data and revenues
The first benefit is experience. Openai devices give the freedom to determine how artificial intelligence behaves in the context. This includes the first audio reactions or controls based on gestures or surrounding computing features that exceed screens and keyboard. Openai can dictate how quickly the model respond, the type of interface that wraps around it, and how it becomes a personal or continuous agent.
The second is the data. When Openai owns the device, it gets access to behavioral signals that are difficult to collect otherwise: tone, timing, follow -up and customs through multiple sessions. This type of data is crucial for training forms that are more adapted, accurate and customized.
The third is a liquefy. Today, Openai earns money through applications for institutions and Chatgpt Plus. The device opens the door for more: premium services, Acting applications, and perhaps even a new type of application stores centered around independent factors.
Yes, this is about the product. But it is also related to the pipeline and business model.
Risk: devices are a high risk game
Despite all this upward trend, there is a reason that most software companies do not make. The devices are expensive, slow to develop, and are difficult to expand. The margins are lower. Logistics services are more chaotic. The failure rate is high. Amazon fire failed. Meta is still looking for a blow outside Quest.
Openai has no experience in this space. Building devices on a large scale means mobility in supply chains, customer support and fixed program problems, which are not completely adjacent to the reading engineering. Then there is a risk of reputation. The failed launch may destroy the Openai brand. A successful launch that controls user data can provoke organizational audit or reverse reaction from consumers. So this is not a low -risk play. It is a quite calculated leap in a new field.
Design role: framing the future of artificial intelligence
One of the reasons why Openai is ready to make the jump in the devices is the design of the design you gain. Jony IVE and his team are known as making beautiful products, and they are known for making technology disappear. Their work on iPhone and Apple Watch revolved around the design of reactions to the extent that they widespread air conditioning.
This is important. Because artificial intelligence today still seems to be a program: conditional, interactive, often embarrassing. You are demanding it, responding. It is strong, but it lacks the flow. The well -designed artificial intelligence device can re -visualize this dynamic by reducing friction. The goal is not to make artificial intelligence visible, but to live.
This is where the product design and user experience design meet. It comes to how it is used when using it. A good design creates knowledge, or hidden signals that help you understand what you can do with the device. A button invites you to press it. The light pulse signals that the regime listens to. Simple vibration allows you to know that your hearing.
These are the blocks of building anchor. They constitute whether artificial intelligence feels like a useful companion or a frustrating interface. If Openai gets these signals properly, its devices may make work with artificial intelligence feel smooth and natural. If you make a mistake, technology will feel embarrassed, regardless of the extent of the model intelligence inside.
Openai’s bet is that the next jump will not come from the structure of the model alone. It will come from creating the correct frame (physically, visual and behavioral) so that artificial intelligence can become part of daily life without asking for attention. This requires deep knowledge of gestures, movement, comments and rhythm. It requires understanding how users move, hesitation and decide.
This is the value of the design at this level: thinking about the systems applied to human behavior. In the era of artificial intelligence, this type of design determines what is experience.
Data question: More than one side effect
Of course, any discussion of artificial intelligence must be a factor in the privacy angle. When Openai builds his own device, he will not learn more about how people use Amnesty International. She will have more permission to learn. To change the rules.
Large models training has become more difficult while tightening data restrictions. Publishers are pushing back. Courts weighing copyright fears. The organizers intervene. The first party device avoids a lot. Openai allows the creation of his data set through the user’s approval, in controlled environments, with high -quality signals. This can give the company an advantage in training the next generation models.
But it puts pressure on Openai to deal with this data responsibly. Any perception of transcendence, or even indifference, can lead to a dangerous reaction. Transparency, control and subscription to assumptions will be necessary.
Why now? What comes after that?
So why do you take this step now? The short answer is the timing. Artificial intelligence enters a new stage. The noise ripening in the platform race. Google ships AI search and assistants. Apple Genai bread in iOS. Meta is a Lama seed across its environmental system. Everyone is racing to own the interface.
It can be said that Openai is the most powerful heart of Amnesty International. But she does not have a platform. This deal aims to change this. With the IVE team on the plane, Openai has an opportunity to create the first consumer device that is really local, not adapted. The first product is expected to be charged in 2026.
The big picture
This deal revolves around where artificial intelligence goes from here. It is an indication that Openai sees the design, experience and confidence in the same importance as the performance of the model. The next boundaries of artificial intelligence will be around the context, as well as the ability.
The company bets that the future of artificial intelligence will live in the object it carries, the sound you speak to, and the moment you reach help. And he wants to be the person who built that moment.
Will you work? It is too early to know. But logic is clear. If the future of artificial intelligence lies in daily personal interaction, Openai wants to design this future. Now, for the first time, he has the team and vision to try.
