This is the space where I usually try an AI tool. This week, though, I'm featuring an experience shared by a Tech Memo reader who got in touch after last week's installment about AI coding services such as Replit, Cursor, and Bolt.new.
This person worked at Google for more than two decades, so they know their software! They recently tried out Replit, following Google CEO Sundar Pichai saying he's been messing around with this tool.
"Like Sundar, I've also tried Replit to test out a cat purring app I had (lol). I poked around on some other options, but I liked Replit because it took the query and really built an app for you (even on the free test version). So based on a query alone and answering some questions (e.g., do you want people to be able to log in and save their cat?), you had an app. And it would work! You could launch it if you were really interested and happy with it.
"The limitations came with fine-tuning the app from there, as it seemed to get confused (and use up your credits) if you asked it for changes, e.g., change how the cat looked. It also was a pretty rough product; ultimately, if you wanted more than a proof of concept, you'd probably want to delve into the software code and change things yourself versus relying on queries.
"Over time, I think they'll fine-tune these things and I love how it makes it easy to prototype ideas. It really lowers the upfront cost of testing ideas."
Thank you, dear reader, for getting in touch. I have also been messing around with an AI coding tool. I chose Bolt.new, partly because I recently met the cofounder of the startup behind this service, Stackblitz's Eric Simons (another Tech Memo reader, btw). Next week, I'll share some thoughts about Bolt. I've been building something with my daughter Tessa and we can't wait to show you!
WWDC was a bit of a bust. Apple's Liquid Glass design overhaul was criticized on social media because it makes some iPhone notifications hard to read. A few jokers on X even shared a screenshot of YouTube's play button obstructing the "Gl" in a thumbnail for an Apple Liquid Glass promo. Need I say more?
The more serious question hanging over this year's WWDC was not answered. When will Siri get the AI upgrade it desperately needs? Software chief Craig Federighi delivered the bad news: It's still not ready. That knocked roughly $75 billion off Apple's market value. The stock recovered a bit, but it's still badly lagging behind rivals this month.
Andy Kiersz/BI; Google Finance
Google, OpenAI, and other tech companies are launching powerful new AI models and products at a breakneck pace. Apple is running out of time to prove it's a real player in this important field. Analyst Dan Ives is usually bullish, but even he's concerned. "They have a tight window to figure this out," Ives wrote, after calling this year's WWDC a "yawner."
AI is complex, expensive, and takes a long time to get right. Apple was late to start building the needed foundational technology, such as data centers, training data pipelines, and homegrown AI chips. By contrast, Google began laying its AI groundwork decades ago. It bought DeepMind in 2014, and this AI lab shapes Google's models in profound ways today.
When I was at Google I/O last month, one or two insiders whispered a phrase. They cautiously described an "intelligence gap" that could open up between the iPhone and other smartphones. Many Android phones already feature Google's Gemini chatbot, which is far more capable than Siri. If Apple's AI upgrade takes too long, this intelligence gap could widen so much that some iPhone users might consider switching.
At I/O, these insiders only whispered this idea. That's because it will take something pretty dramatic to get people to give up their iPhones. This device has become a utility that we can't live without β even for the few days (weeks?) it might take to get used to an Android replacement.
Still, if Apple doesn't get its AI house in order soon, this intelligence gap will keep growing, and things could get really siri-ous.
Former Apple design chief Jony Ive sold his hardware startup io to OpenAI for nearly $6.5 billion.
BI Illustration
Former Apple design chief Jony Ive and OpenAI CEO Sam Altman are building a mystery ChatGPT device.
The interwebs have come alive with gadget guesses, renders, and memes.
OpenAI is trying to challenge Apple and Google by redefining AI interaction with new hardware.
Let's get something out of the way first: very few people really know what former Apple design chief Jony Ive and OpenAI CEO Sam Altman are building.
That hasn't stopped the internet from bursting at the seams with wild guesses, gorgeous renders, speculative hot takes, and a healthy dose of meme-fueled imagination.
So, what is this mystery device that Ive is cooking up for OpenAI's ChatGPT? A screenless wearable? A next-gen smart assistant? A pocketable AI oracle? A glorified paperweight?
Here's our roundup of the best guesses β serious, speculative, satirical, and everything in between. Thank you to my Business Insider colleagues for contributing to this Friday's fun.
Serious Guesses: Industry Analyst Weighs In
OK fine. We'll start with some serious ideas.
TF International Securities analyst Ming-Chi Kuo is a credible source in the tech hardware and supply-chain space, especially when it comes to Apple. His take on the Ive-OpenAI gadget is valuable:
Form Factor: Think small. Maybe iPod Shuffle-sized. Portable, minimal, and delightfully Ive-ish.
Wearable: One of the use cases includes wearing it around your neck. Shades of sci-fi, Star Trek, or perhaps a Tamagotchi on steroids?
No Screen: It will have cameras and mics for environmental awareness but no display. The idea is to not add another screen to our lives.
Companion Device: It will connect to your smartphone or laptop for processing and visual output.
Production Timeline: Mass production is expected in 2027, giving us plenty of time for more leaks, renders, and conspiracy theories.
Kuo suggested on X that the announcement was timed to shift attention away from Google I/O. OpenAI positioned this as a new hardware-software narrative, riding the trend of "physical AI."
He also referenced a great quote from former Apple fellow Alan Kay: "People who are really serious about software should make their own hardware." That's exactly what Altman and OpenAI are trying to do here.
Clues from Altman and WSJ
OpenAI CEO Sam Altman.
Kim Hong-Ji/REUTERS
The Wall Street Journal reported this week that Altman offered OpenAI staff a preview of the devices he's building with Ive:
The device was described as an AI "companion." Altman wants to ship 100 million of them on day one.
It will be aware of its surroundings and fit in your pocket or sit on your desk.
It's not a phone or smart glasses. Ive reportedly wasn't keen on a wearable, though the final design may still flirt with that concept.
Altman said the device should be the third major object on your desk, alongside a MacBook and iPhone.
There will be a "family of devices," and Altman even floated the idea of mailing subscribers new ChatGPT-powered computers.
They aim to shift away from screen-based interaction and rethink what AI companionship really means in a day-to-day human context.
Renders, memes, and vibes
The brilliant designer Ben Geskin imagined several cool form factors on X, including this circular disc.
Echoing Geskin, another user on X proposed a disc-shaped device, sleek enough to pass as a high-end coaster or futuristic hockey puck. Think of it as an AI desk companion, quietly listening and gently glowing.
One BI colleague mentioned a smart ChatGPT lamp, possibly inspired by "The Sopranos" episode where the FBI bugs Tony's basement. Funny, but not impossible. After all, a lamp fits Altman's desk-friendly criteria.
Tony Soprano in HBO's long-running mob drama "The Sopranos."
Anthony Neste/The LIFE Images Collection/Getty Images
Another X user joked that the device could resemble those emergency pendants worn by older adults β "Help! I've fallen and I can't get up!" β but with ChatGPT instead of a nurse. A brutal meme, but it raises a valid point: If the device is meant to be always-on, context-aware, and worn, why not market it to older users, too?
Although, if this is for the olds, should it use Google Gemini instead? Burn!
Some of the most surreal concepts look like direct plugs into your skull. There's a "Matrix" or "Severance" vibe here, suggesting a future where ChatGPT lives in your head like a helpful parasite.
I asked ChatGPT to take a guess. The answer was not impressive. No wonder OpenAI paid $6.5 billion for Ive's hardware design startup.
ChatGPT guesses what device Ive is designing for OpenAI.
Alistair Barr/ChatGPT
This last one is a Silicon Valley insider joke. It's also a warning that it's extremely hard to replace smartphones as the go-to tech gadget. It's a riff on the Humane pin, an AI device that bombed already.
SCOOP: Leaked photo of OpenAIβs new hardware product with Jony Ive. It looks to be a stamp-sized AI device with a camera that pins to a shirt and a user can interact with by voice or e-ink. More to come. pic.twitter.com/RXMPFXnmbS
This device matters beyond its shape because of what it represents. Right now, Apple and Google dominate the interface layer of computing through iOS and Android devices. If OpenAI wants to define how people interact with ChatGPT, it needs a hardware beachhead.
Humane's AI pin tried and failed. The Rabbit R1 got roasted. The jury's still out on Meta's Ray-Bans. Can Ive and Altman actually crack the code?
Knowing Ive, we'll probably be surprised no matter what. The real product could be something no one predicted.
The race to define the next major computing interface is officially on. With Ive and Altman teaming up, OpenAI is making a major bet that how we interact with AI is just as important as what AI can do.
When the curtain lifts, and Ive whispers "aluminium" in a design video, jaws will probably drop, and competitors will scramble.
Until then, keep your renders weird, your guesses wild, and your brain tuned in to BI. We'll be here to cover every hilarious, ambitious, and brilliant twist along the way.
Luis von Ahn envisions AI transforming education, making it more scalable than human teachers.
Schools may focus mostly on childcare duties while AI provides personalized learning, he said.
Regulation and cultural expectations may slow AI's integration into education systems.
What happens to schools if AI becomes a better teacher?
Luis von Ahn, CEO of Duolingo, recently shared his vision for the future of education on the No Priors podcast with venture capitalist Sarah Guo, and it centered on AI transforming the very role schools will play.
"Education is going to change," von Ahn said. "It's just a lot more scalable to teach with AI than with teachers."
That doesn't mean teachers will vanish, he emphasized. Instead, he believes schools will remain, but their function could shift dramatically. In von Ahn's view, schools may increasingly serve as childcare centers and supervised environments, while AI handles most of the actual instruction.
"That doesn't mean the teachers are going to go away. You still need people to take care of the students," the CEO said on the podcast. "I also don't think schools are going to go away because you still need childcare."
In a classroom of 30 students, a single teacher can struggle to offer personalized, adaptive learning to each person. AI, on the other hand, will be able to track individual performance in real time and adjust lesson difficulty based on how well each student is grasping the material, according to von Ahn.
Imagine a classroom where each student is "Duolingo-ing" their way through personalized content, while a teacher acts as a facilitator or mentor. "You still need people to take care of the students," he noted, "but the computer can know very precisely what you're good at and bad at β something a teacher just can't track for 30 students at once."
Education is slow to change, so this may take many years, von Ahn explained, noting that regulation, legacy systems, and cultural expectations all serve as drag forces. Still, he sees a future where AI augments or even supplants parts of formal education, especially in countries that need scalable education solutions fast.
It's a provocative vision, one that raises deep questions about the future of learning and what we expect from education in an AI-driven world.
Sign up for BI's Tech Memo newsletter here. Reach out to me via email at [email protected].