金融时报：奥特曼豪赌AI离不开硬件 OpenAI应该做手机

Core Insights - The success of generative AI is still reliant on popular hardware, and OpenAI should collaborate with former Apple design chief Jony Ive to develop a smartphone [1][2] - The initial wave of AI hardware has largely failed due to being based on hype rather than actual functionality, as exemplified by Humane's AI Pin [1] - For generative AI to reach its full potential, it must be integrated into everyday devices like smartphones, which have proven to be user-friendly and deeply embedded in daily life [1] Group 1 - The first generation of AI hardware has failed primarily because these products were built on hype rather than practical use [1] - The AI Pin, a wearable device, promised to replace smartphones but failed to integrate well with essential functions like email and required users to learn cumbersome new gestures [1] - The smartphone's enduring presence is attributed to its intuitive interface and ease of use, making it a staple in people's lives [1] Group 2 - OpenAI's acquisition of Jony Ive's hardware startup for $6.4 billion represents a significant investment in the AI hardware sector and a chance to define how this technology integrates into human life [2] - To succeed, Ive and OpenAI must focus on the smartphone market rather than just smart speakers or AI accessories, which are currently their research priorities [2] - There is a noted lack of software talent in Ive's team, which is crucial for the long-term success of any hardware, as user needs must be met with simplicity and quality [2] - Building an AI smartphone outside of the Apple ecosystem will require reliance on Google's infrastructure, as Android is the only commercially viable open-source mobile operating system [2]