Ben and Andrew react to the news that OpenAI is acquiring Jony Ive's hardware startup for $6.5 billion worth of stock, including questions about the form factor of future AI devices, challenges inherent to manufacturing hardware in 2025, the logic of these ambitions for OpenAI, and yes, a few words about the 9-minute video announcing the deal. At the end: Google's plans for its search business, Veo 3 and gen AI videos, and Ben's appearance on the Bill Simmons Podcast this week.

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OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem — Stratechery Update

OpenAI to Buy AI Device Startup From Apple Veteran Jony Ive in $6.5 Billion Deal — Bloomberg

Sam & Jony introduce io — OpenAI

A conversation with Jony Ive — Stripe (YouTube)

Google I/O, The Search Funnel, Product Possibilities — Stratechery Update

The Invincible OKC, Knicks Nirvana and Giannis Trades — The Bill Simmons Podcast

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