Few things: 1. $PLTR Palantir CEO Alex Karp said last week that the foundation model companies are stealing your IP which is why you need data sovereignty. If Apple’s allegations are right, OpenAI stole trade secrets from a $4T company….you could understand why enterprises might be a bit hesitant to give them their data. 2. Apple is alleging that OpenAI is trying to build their own consumer device and has stolen trade secrets from them within the scope of their collaboration. I really, really don’t like the AI hardware play. At all. First, Consumers want to trust the hardware they are using and Apple has built a TON of trust, OpenAI has not. Second, I don’t think glasses/pendants will work. Just feels like getting into a game that is going to cost a ton of money and probably not result
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