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> Apple --> OpenAI can make a device that runs ChatGPT as the OS instead of relying on iOS.

Yeah... No they can't. I don't agree with any of your "disruptions," but this one is just comically incorrect. There was a post on HN somewhat recently that was a simulated computer using LLMs, and it was unusable.



I think it should be obvious just from thinking about how much more an OS is beyond the UI for launching programs.


Not to mention you would need an order of magnitude improvement in on-device inference speed to make this feasible at current smartphone costs. Or they could offload it and sell an insecure overpriced-subscription laggy texting device that bricks when you don’t have cell service…


It isn't going to happen soon. Maybe 4-6 years from now.

But it is clearly the direction. Apple will try to stave off this move by turning iOS more into an LLM as well.


I find myself doing more and more inside ChatGPT. When ChatGPT inevitably can generate GUIs on the fly, book me an uber, etc. I don't see why iOS wouldn't have competition.




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