Ben Thompson closing out today’s post:

The only possible way to curb Apple’s dominance is through competition, and if Apple wants to open up a vector for competitive hardware to arise, that’s fine! And, if in response to competition, they open up their platform, that’s great too.

AI is the best opportunity to compete with Apple and Google since the launch of the iPhone. And yet hardly anyone is going for it. It’s easy to complain that Apple fumbled around with AI for a couple years, but no potential new competitors capitalized on it.

@manton > AI is the best opportunity to compete with Apple and Google since the launch of the iPhone

I don’t understand this at all. Maybe it’s a personal failing of imagination, but what is a new AI hardware product that could replace even half of what people do with their phones?

An AI pin isn’t it. And if we’re just talking about a “normal” smartphone, with a screen and apps, and the difference is first class AI integration, then we cede that AI is a feature not the product, and have to compete with the iPhone on Apple’s terms again