| People said this about Alexa/Siri et al and it didn’t happen. ChatGPT is way better at understanding you, so that’s a big boost. It could be a great tool/assistant but it probably won’t replace apps. The problem with those other platforms that this doesn’t address include: - discoverability. How do you learn what features a service supports. On a GUI you can just see the buttons, but on a chat interface you have to ask and poke around conversationally. - Cost/availability. While a service is server bound, it can go down and specifically for LLMs, the cost is high per request. Can you imagine it costing $0.1 a day per user to use an app? LLMs can’t run locally yet. - Branding. Open table might want to protect their brand and wouldn’t want to be reduced to an API. It goes both ways - Alexa struggled with differentiating skills and user data from Amazon experiences. - monetization. The conversational UI is a lot less convenient to include advertisements, so it’s a lot harder for traditionally free services to monetize. Edit: plugins are still really cool! But probably won’t replace the OSes we know. |
The whole ecosystem, culture and metaphor of having a 'device' with 'apps' is to enable access to a range of solutions to your various problems.
This is all going to go away.
Yes, there will always be exceptions and sometimes you need the physical features of the device - like for taking photos.
Instead, you'll have one channel which can solve 95% of your issues - basically like having a personalised, on-call assistant for everyone on the planet.
Consider the friction when consumers grumble about streaming services fragmenting. They just want one. They don't want to subscribe to 5+.
In 10 years, kids will look back and wonder why on earth we used to have these 'phones' with dozens or hundreds of apps installed. 'Why would you do that? That is so much work? How do you know which you need to use?'
If there was one company worrying about change, I would think it would actually be Apple. The iPhone has long been a huge driver of sales and growth - as increasing performance requirements have pushed consumers to upgrade. Instead, I think the increasing relevance of AI tools will inverse this. Consumers will be looking for smaller, lighter, harder-wearing devices. Why do you need a 'phone' with more power? You just need to be able to speak to the AI.