According to an anonymously sourced report from Mark Gurman at Bloomberg, the much hyped and frequently mocked physical doohickey coming soon from OpenAI will be… a smart speaker that moves. In April, another major source of Apple rumors, Ming-Chi Kuo, analyst at TF International Securities described something in a different category when he said OpenAI was releasing an “AI agent phone.” One (or both) of these rumors could be wrong, or this could be a different device, or—and in my view this is equally likely—the thing OpenAI is making could split the difference between being a phone and being a smart speaker.

The AI companion will mark OpenAI’s first physical device.

OpenAI’s much-anticipated push into consumer devices is slated to begin with a mobile, screen-free smart speaker designed to be a new type of home computer for the AI era,…

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