AI Summary
5 min readOpenAI, SpaceX, and Amazon are all reportedly building devices they want you to believe are not phones. But as The Vergecast host David Pierce and fellow Verge editor David Emel discuss, the more you try to build a device that replaces the smartphone, the more you inevitably end up building a smartphone. The episode works through why these companies feel trapped into making hardware, what a genuinely AI-first device might look like, and why the odds are stacked against any of them breaking the Apple-Samsung duopoly.
The intent-versus-tools paradigm
The core argument driving these companies is that the smartphone's app-based model is fundamentally broken. Every time you want to do something, you have to open an app, log in, and navigate its interface. The AI-first alternative is an intent-based model: instead of launching a tool, you express what you want in natural language, and the AI handles the piping between services. Emel describes this as moving from "a tool based model where you use your phone as a tool" to one where "your intent becomes the thing, and then the apps become the piping."
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What you'll learn
- 1 (03:59) **David Pierce and David Mel introduce the "not-phone-phone" phenomenon** - Pierce sets up the episode's core question: OpenAI, SpaceX, and Amazon are all reportedly building AI-centric devices they want you to believe aren't phones, but which may have an awful lot in common with phones.
- 2 (05:15) **The paradigm shift: from tool-based to intent-based computing** - Mel explains the core design philosophy driving these devices: moving from opening individual apps (tools) to using natural language to express your intent, with apps becoming invisible piping.
- 3 (07:21) **The billion-dollar UI question: chat window or something else?** - The hosts struggle to imagine a compelling non-app interface, debating whether unlocking into a chat window is the right approach.
- 4 (09:47) **The Siri example: a real-world behavior change** - Mel describes how using Apple's new Siri has genuinely changed his phone habits, providing a concrete example of intent-based computing working in practice.
- 5 (11:56) **The control problem: Apple's schemas vs. Google's screen-tapping** - The hosts compare the two major approaches to AI controlling a phone, highlighting why the interaction paradigm is so difficult.
- 6 (13:04) **The unavoidable conclusion: you have to make a smartphone** - Pierce argues that every company chasing this idea inevitably talks themselves into building a full smartphone.
- 7 (15:16) **The duopoly problem and the AI brand loyalty question** - Mel argues that in the US, only iPhones and Samsung phones matter, and no third party can break in.
+ Full timestamped outline available in the app
Guests on this episode
Show Notes
Some of the biggest players in AI — in particular OpenAI, SpaceX, and Amazon — are heavily invested in creating a world after smartphones. They're also all rumored to be building devices that sound a lot like smartphones. Verge contributor David Imel helps us figure out what these companies might actually be building, what an AI smartphone looks like, and whether anyone can unseat Apple and Google.
Links:
- Elon Musk denies a report about SpaceX’s AI phone prototype
OpenAI is reportedly launching a phone for ChatGPT
Amazon is making an Alexa phone
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