Billionaire venture capitalist Chamath Palihapitiya says the world is on the verge of witnessing a new device that directly interacts with knowledge instead of just manipulating information amid reports of OpenAI’s plans to redefine the smartphone.
In a new post on X, TF International Securities Ming-Chi Kuo reveals that OpenAI is working with MediaTek and Qualcomm to develop smartphone processors, with Luxshare as the exclusive system co-design and manufacturing partner.
According to Kuo, mass production is expected in 2028.
“AI Agent redefines the smartphone:
Users are not trying to use a pile of apps. They are trying to get tasks done and fulfill needs through the phone. This fundamentally changes how people think about smartphones…
OpenAI’s advantages lie in its consumer brand, years of accumulated user data, and leading AI models. Smartphone hardware is already highly mature, so OpenAI can work with the supply chain to develop the device.”
In response, Palihapitiya says OpenAI’s planned device is the inevitable next step in a fundamental shift in how humans interact with technology.
“This is the way. The past 50 years of computing were about inventing form factors to interact with information. Retrieve information. Search for information. Edit information. Save information.
AI is about interacting with knowledge. It’s completely different. Agents and models are there to do the dirty work, aka interact with information. We need a new layer- more executive function, less tactical tools.”
Palihapitiya highlights that in the world of AI agents, the app model becomes redundant, and the device that houses it becomes obsolete.
“So instead of trying to jam AI into old form factors, it’s time to imagine a new form factor. From scratch. From first principles.”
Palihapitiya appears to be saying that every computing device built over the past half-century was designed for a world where humans do the tactical work of managing information themselves. AI changes that equation entirely, with agents handling the low-level interactions so that users can operate at a higher level.
Photo by Rami Al-zayat on Unsplash
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