

I fully agree, but as data availability is one of the primary limits that hyperscaling is running up against I can see the true believers looking for additional sources, particularly sources that arenāt available to their competitors. Getting a new device in peopleās pockets with a microphone and an internet link would be one such advantage, and (assuming you believe the hyperscaling bullshit) would let OpenAI rebuild some kind of moat to keep themselves ahead of the competition.
I donāt know, though. Especially after the failure of at least 2 extant versions of the AI companion product I just canāt imagine anyone honestly believing thereās enough of a market for this to justify even the most ludicrously optimistic estimate of the cost of bringing it to market. Itās either a data thing or a straight-up con to try and retake the front page for another few news cycles. Even the AI bros canāt be dumb enough for it to be a legit effort.
Just as if has always been.