Bloomberg's @markgurman: When OpenAI releases its device, Apple can just immediately fast-follow it and take all its market share. "Apple has the retail stores, the privacy story, the brand. OpenAI has this great AI brand, but they don't have a hardware brand." "I just think the bar to sell people hardware, even if it's good, and even if it comes from a big brand, it's a really high bar. It's a really high bar to sell in these Apple-like quantities."