I think the hardware is just a gimmick. It gives the proposition more 'body' and is great for marketing.

But really, this is screaming to be an app. There is literally nothing this thing can do that the phone in all of our pockets can't. Especially integrated with our smartwatches for ease of use. So why have a separate device for it? It makes no sense.

I think the hardware is just there to make it not 'just another app' in the press, really. And that the app version will come soon after the physical product releases and will take over 99% of the installed base.

And of course if this takes off they'll be quickly acquired by Apple, Microsoft, Google or Samsung. I bet that's what they're aiming for.

I don't think the hardware is the main product. I think the AI is, but they didn't want to be "just an app" they want to be the first OS for the new way of computing. So they designed a new device. I wouldn't be surprised if they open up to OEM's to start making all kinds of devices.

I’m extremely bearish on this app. But Pininfarina basically saved Ferrari, revived Ferrari’s little brother Maserati and gave life back to Volvo. If done right (clearly defined roles, collaboration, design maturity etc) it works well.