[lordofmoria]

I don't understand all the pessimism and incredulity about the valuation. This is an acquisition to take on and disrupt Apple.

Ives + Altman is perceived as a viable successor to the Ives + Jobs partnership that made Apple successful.

Apple is weak and doesn't seem capable of innovating anymore, nor do they seem to understand how to build AI into products.

There's an opportunity to build an Apple-sized hardware wearables company with AI at its core, just as Altman built ChatGPT and disrupted the Google-sized search.

"Apple-sized" more than justifies a 5B valuation.

[samtp]

How exactly does OpenAI go about disrupting Apple? Are they going to build an entire OS, line of hardware products, and create a massive developer ecosystem to for apps to be available?

I just don't exactly see how that is done by hiring a bunch of designers to a company whose current offering is a chatbot & API interface.

[sponnath]

I don't think ChatGPT really disrupted Google search? It definitely forced Google to release Gemini + related products though. Google still has millions of users and they now have AI integrated with search. The latest Gemini models are also as capable if not more than some of OAI's models.

I don't see how Altman is going to disrupt Apple with just Ive and a company no one's heard of before.

[kookamamie]

Altman ain't no Jobs, though.