Keech Hagee

What you're really seeing is OpenAI is becoming a consumer products company. Not exclusively, but that's clearly where the energy is right now. They're always going to be working on these LLM models that are going to be powering things, but that is becoming increasingly commodified. They have a lot of competitors, Anthropic, Google, even Microsoft, their partner is a competitor in some ways.

What you're really seeing is OpenAI is becoming a consumer products company. Not exclusively, but that's clearly where the energy is right now. They're always going to be working on these LLM models that are going to be powering things, but that is becoming increasingly commodified. They have a lot of competitors, Anthropic, Google, even Microsoft, their partner is a competitor in some ways.

And to really push things forward, it's going to be about the interfaces. And that's why they brought on Johnny Ive.

And to really push things forward, it's going to be about the interfaces. And that's why they brought on Johnny Ive.