The Apple lawsuit gives OpenAI a convenient excuse to kill its struggling hardware initiative, which had already lost its strategic rationale now that Jony Ive's team allegedly stole trade secrets and OpenAI no longer holds an unassailable lead.

8:36I'm all in on persistent AI around us. So, Zuck, like with his new eyewear and all that, but this has got to be almost on the cutting board. It's like the Apple car. It's got to be close to being cut. And I think the reason this lawsuit may have happened is to push it over the line of getting cut. Just kill it, guys. like it's not directly cause and effect,

8:54but it really could push it over the line to just let's let's put let's put a pause on this for a year, boys. Let's put a pause on it for a year. [snorts] >> I I I didn't pile in on that initially because I feel I pile in on this point, but I totally agree. I remember when they did the individual deal, I was like, this is stupid. I the the only

9:10sometimes, you know, the the cliche keep the main thing the main thing. The main thing here is is that LLMs are really amazing at code and the amount of economic value that can be created from that dwarfs everything else. Right? I've seen some of the columnist Ben Thompson even articulate the view that I was Ben that to some extent it may have been a distraction for open AI that they were

9:30so successful in consumer right and because where the value all clearly been created is not just within enterprise but within enterprise for coding and I'm with you Jason if this was a mercy killing Apple may have done him a favor you know move on slow it down stop doing this [ __ ] >> and Roy when when you >> and just to your point. If you think

9:52about when a year ago when OpenAI was a consumer company, I know you thought it didn't make sense, but step back. It actually all makes sense. If you're a consumer company, should we go into hardware? At some point, you do you think about it. Should we go into media as a consumer company? Yeah. I mean, we could buy the a top podcast with a mill for forund something million. Like worst

10:12case, it doesn't work. Like if you're a pure consumer play, this is how you keep building. You add to this you add to the layers of the concentric circle, right? is a enterprise death death march LLM. It makes no sense. It's baffling, right? [snorts] Let someone else build the pin the pin that clips to your shirt. >> You mentioned that one. >> You mentioned Zuck. Zuck returns to X