OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025

Ben and Andrew react to the news that OpenAI is acquiring Jony Ive's hardware startup for $6.5 billion worth of stock, including questions about the form factor of future AI devices, challenges inherent to manufacturing hardware in 2025, the logic of these ambitions for OpenAI, and yes, a few words about the 9-minute video announcing the deal. At the end: Google's plans for its search business, Veo 3 and gen AI videos, and Ben's appearance on the Bill Simmons Podcast this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem — Stratechery Update OpenAI to Buy AI Device Startup From Apple Veteran Jony Ive in $6.5 Billion Deal — Bloomberg Sam & Jony introduce io — OpenAI A conversation with Jony Ive — Stripe (YouTube) Google I/O, The Search Funnel, Product Possibilities — Stratechery Update The Invincible OKC, Knicks Nirvana and Giannis Trades — The Bill Simmons Podcast Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.