COULD OPENAI'S NEXT MOVE BE A SMARTPHONE?

On a recent episode of the Everybody's Business podcast, Gurman—author of the Power On newsletter and Bloomberg's managing editor for consumer technology—weighs in on OpenAI's potential hardware ambitions. The question centers on whether the AI company could successfully launch a smartphone or smartphone-like device. Gurman examines the feasibility of such a move and considers what characteristics a breakthrough device would need to capture consumer attention the way the original iPhone did. The conversation touches on the broader tech landscape, asking what innovation could represent the next major inflection point for mobile devices. Rather than incremental upgrades, the discussion focuses on transformative technology that could reshape how consumers interact with devices. Gurman's analysis reflects ongoing speculation about how major tech players—including those focused on artificial intelligence—might challenge established smartphone makers. His insights suggest the smartphone market remains open to disruption, though successfully executing such a strategy presents significant hurdles.