[dbish]

they also seem to have shifted to hardware/"AI" wearables (lavalier mics?). hardware is not a promising shift imho

[fragmede]

the rise of open source competitors makes it harder to compete as a software-only product

[dbish]

I don’t think hardware is the right savior though, just moving faster with software, focusing on differentiation (ex: better understanding of the data for the task at hand rather then purely using OpenAI APIs). Hardware is the perfect way to kill your margins even with a successful product, look at the jawbone story