The worst kept secret in Silicon Valley right now is that Jony Ive is helping Sam Altman build new gadgets. On the surface that may not seem like that much of a big deal. After all, Jony left Apple six years ago. But his career is inextricably linked to and was fundamentally shaped by Steve Jobs and Apple. I do not say that to diminish him in any way, it is simply the truth that he would not be “Sir Jony Ive” without the iMac, the iPod, the iPhone, the iPad, and the Apple Watch. For years he has seemingly tried to separate himself from his historical identity by working on a variety of different projects removed from technology, but he will forever be associated with those products whether he likes it or not. When he spends time on a technology, it carries a lot of weight. He learned from the best. As an example, his signature has been all over Airbnb’s app and branding—the company has been a major client of his firm LoveFrom. It is just one of the things that makes his teaming up with Sam Altman all that much more intriguing.

At first the rumors were relatively vague. The two of them were thinking about building some kind of AI-powered gadget together, whatever it may be. It has since become clear that the two intend to build a personal AI device, likely one that rethinks the role of the smartphone or even begins to replace some core functions. It is not all that surprising that they have fallen back on what could be a handheld device given the flat reaction to dedicated AI gadgets over the past two years, perhaps with the exception of the Meta Ray Bans. I personally think that lots of tech aficionados have sort of written Jony off in his post-Apple years. That has made it easier for him to explore whatever the project ultimately becomes. But it is unmistakable that the man who designed the iPhone, built his entire fortune on it, and shares the credit of creating it with his late best friend, believes that building competitive hardware is worth his time in 2025. That tells me that he not only believes in both Sam Altman and the power of AI, but also that he does not believe Apple is currently well-positioned to do something similar. The saga of Apple Intelligence blunders thus far may just help back that up. So Sam Altman and Jony Ive are working together to create the device of the future, what could that mean?

Many of the rumors seem to equate this product with some of those failed AI gadgets I mentioned. Some pundits think it could be screen-less or have an unusual twist that makes it less of an iPhone competitor and more of a new product category. I think they are all overthinking it. Whatever these two prolific giants of industry are working on is not the Humane AI Pin or the Rabbit R1. It cannot be a vanity project. OpenAI has been spitting out incredible new products at a ridiculously fast pace over the past several months and I do not see Sam Altman wasting anyone’s time. The fact that he wants to pull the project into OpenAI says as much. That suggests it might end up being close to a new kind of phone—perhaps familiar in shape, but powered by something so fundamentally different. When I hear “personal AI device” I hear “we want to replace your phone.” The way to do that, especially if you are a designer, is to make something relatively familiar.

Despite what many AI skeptics have believed, it seems to be bearing out that the chatbot is the interface of the future. At least the near future. A grid of app icons on a home screen could quickly be usurped by a text thread with a digital being that lives in your phone and can use your services for you. We are already heading in that direction. Just this week, Anthropic added connectors for Gmail and Google Calendar making Claude infinitely more personal and useful. OpenAI continues to expand its integrations with apps like Xcode and Notion, making it easier than ever to simply code an entirely new app or write an entire story on a fly with a short prompt. Gemini can access nearly every major Google service already. Microsoft Copilot can see what is on your screen and talk with you about it. Apple was hoping to be able to accomplish these things through a combination of an improved Siri, on-device models, and app intents. But I am not particularly optimistic it is going to all work as well as it needs to. App intents are built on Shortcuts which is already a fragile house of cards. I think they need to start over from scratch, but they are already so far behind that it is unclear if they can risk it. Especially as competitors take giant leaps seemingly on an almost weekly basis, heck, OpenAI just dropped two brand new models today in o3 and o4-mini.

A phone or phone-shaped device with hardware and software designed by Jony Ive and his team at LoveFrom (many of which are former Apple designers, including Evans Hankey) combined with the intelligence of OpenAI could be the first truly formidable opponent the iPhone has had to go up against since Samsung first unveiled the Galaxy series. ChatGPT is an incredibly popular product with hundreds of millions of users. And not because they have to use it, but because they want to use it. It has very strong brand recognition and has become an essential part of peoples’ daily lives. It certainly has for me and many in my orbit. And it is especially the case with younger users, the trend setters who will determine which company owns the future. My generation decided that iMessage and the iPhone were the best. The next might choose otherwise. While it is still incredibly early to say for sure what the device ultimately will be, I imagine a new generation of smartphone, for lack of a better word, that eschews apps for connectors. A device that starts with a text box and an always-listening voice mode that uses your apps and services for you, that does not take you out of context or distract you periodically through the day. The OpenAI device could actually be the antidote to much of the societal damage the current generation of smartphones has done. While I would never use a current Android phone as my daily driver, I would absolutely consider using a Jony Ive-designed OpenAI device in lieu of my iPhone. Especially if it made me more present and productive.

Apple should be worried. They are more vulnerable than they have been in decades and it shows. If Jony Ive, a Steve Jobs acolyte and one of the most prolific designers of our age sees an opening to dethrone Apple and right societal wrongs, he seems likely to take it. And this is not like Jon Rubenstein going to Palm to build the Prē, this is different. There is no Steve to single-handedly steer the ship into the future or to crush competitors with breakneck speed. There was also no new technology nearly as important as a tool like ChatGPT to differentiate other devices. Things get even more interesting when you consider that Emerson Collective is one of the project’s backers. Emerson Collective is none other than Laurene Powell Jobs’ firm. That means Apple could be going up against a new kind of product from the hottest tech company since Google, with the backing of the iPhone’s principal designer, Steve Jobs’ incredibly savvy wife, and the figurehead for the AI revolution. If Apple is incapable of getting their house in order with Intelligence, then a personal OpenAI gadget that begins to take the place of the phone, could truly begin to put deeper and deeper cracks in Apple’s glass house. If this new device succeeds, whenever we may see it, it will not just challenge Apple’s grip on personal hardware—it could redefine what that hardware is and how we use it.