OpenAI Raids Apple Talent, Targets Supply Chain for AI Hardware Push
Summary
OpenAI raids Apple's talent pool and supply chain, poaching veterans and courting manufacturers to build AI hardware like speakers and wearables, posing a direct threat to Apple's hardware business by late 2026.
Key Points
- OpenAI aggressively poaches Apple veterans, especially from hardware, design, and manufacturing teams, with lucrative offers and promises of less bureaucracy.
- OpenAI courts Apple's manufacturing partners like Luxshare and Goertek to build its devices, leveraging Apple's supply chain.
- OpenAI considers launching products like smart speakers, AI-enabled glasses, and wearables by late 2026 or early 2027, posing a threat to Apple's hardware business.