OpenAI's Advantage
- OpenAI is being visually positioned as the new Apple with Sam Altman as the new Steve Jobs.
- Tang Tan notes that his team at I.O. isn't tied to a legacy, granting them the freedom to rethink the AI device space unlike Microsoft and Google, whose AI efforts are tied to existing products.
- Wall Street judges Microsoft and Google based on AI's contribution to existing revenue lines, especially cloud revenue.
- Smartphones are Apple's cash cow, making new form factors risky. The Apple Vision Pro's market reception illustrates the risk of new product lines not being immediate hits.
- OpenAI has a blank slate, allowing for more flexibility, though they are still resource-constrained.