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In the Cold Light of Day, There Are Questions to Answer About AI-Powered Hardware, Even When Designed by Jony Ive
Ming-Chi Kuo has weighed in on OpenAI’s future hardware. The analyst wrote a long post on X about the hardware he expects to see out of the new partnership between OpenAI and Jony Ive:
My industry research indicates the following regarding the new AI hardware device from Jony Ive’s collaboration with OpenAI:
- Mass production is expected to start in 2027.
Assembly and shipping will occur outside China to reduce geopolitical risks, with Vietnam currently the likely assembly location.
The current prototype is slightly larger than the AI Pin, with a form factor as compact and elegant as an iPod Shuffle. The design and specifications may change before mass production.
One of the intended use cases is wearing the device around the neck.
It will have cameras and microphones for environmental detection, with no display functionality.
It is expected to connect to smartphones and PCs, utilizing their computing and display capabilities.
Just as a reminder, this is what that original iPod shuffle looked like when worn:
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It was exciting to cover the breaking news live on Connected yesterday, but the truth is that Ive and company have a huge challenge ahead of them.
Ive’s previous hits — the iMac, iPod, iPhone, iPad, and Apple Watch — all came to market later than products by other companies, and were all better than existing products. It was easy to see why the iPhone was better than other smartphones, or what made the iPad special. Even though the iPod and Apple Watch were slower out of the gate, they were impressive alternates to what already existed.
Today’s world is far different. No one has shipped an AI product worth buying, and unlike computers and MP3 players and smart phones and tablets and smart watches, the market hasn’t said this is a category that deserves to exist.
To be clear, the presumed failure of the Rabbit R1 and outright failure Humane AI Pin does not mean that there’s no room in the market for an AI-powered device. However, people really like their phones, and creating a product that will compete with the smartphone is a hill no one has successfully climbed to date.
If OpenAI’s future product is meant to work with the iPhone and Android phones, then the company is opening a whole other set of worms, from the integration itself to the fact that most people will still prefer to simply pull their phone out of their pockets for basically any task.
I’m still excited to see what Jony Ive and his team are working on, but just because he’s involved doesn’t mean that the product we will eventually see will be a winner. Joe Rossignol said it well:
It remains to be seen if the device will be a success, or if it will go the way of the AI Pin and other attempts at going beyond the smartphone. OpenAI’s CEO Sam Altman is certainly confident, as he has tested the device at home and believes it will be “the coolest piece of technology that the world will have ever seen.” Quite the claim.
Connected 553: We Have Jony Ive at Home ⇢
The guys discuss Fortnite’s return to the App Store, cover Google IO, and are interrupted by huge news from Sam Altman and Jony Ive. They then talk about feelings.
Jony Ive’s Startup io Purchased by OpenAI ⇢
Wild news just broke: the company Sam Altman and Jony Ive started to build AI-based hardware has been purchased for a cool $6.5 billion, as Mike Isaac and Cade Metz report:
The deal, which is OpenAI’s biggest acquisition, will bring in Mr. Ive and his team of roughly 55 engineers, designers and researchers. They will assume creative and design responsibilities across OpenAI and build hardware that helps people better interact with the technology.
In a joint interview, Mr. Ive and Mr. Altman declined to say what such devices could look like and how they might work, but they said they hoped to share details next year. Mr. Ive, 58, framed the ambitions as galactic, with the aim of creating “amazing products that elevate humanity.”
“We’ve been waiting for the next big thing for 20 years,” Mr. Altman, 40, added. “We want to bring people something beyond the legacy products we’ve been using for so long.”
In their announcement post, the pair write:
Two years ago, Jony Ive and the creative collective LoveFrom, quietly began collaborating with Sam Altman and the team at OpenAI.
A collaboration built upon friendship, curiosity and shared values quickly grew in ambition. Tentative ideas and explorations evolved into tangible designs.
The ideas seemed important and useful. They were optimistic and hopeful. They were inspiring. They made everyone smile. They reminded us of a time when we celebrated human achievement, grateful for new tools that helped us learn, explore and create.
It became clear that our ambitions to develop, engineer and manufacture a new family of products demanded an entirely new company. And so, one year ago, Jony founded io with Scott Cannon, Evans Hankey and Tang Tan.
We gathered together the best hardware and software engineers, the best technologists, physicists, scientists, researchers and experts in product development and manufacturing. Many of us have worked closely for decades.
Through this deal, LoveFrom “will assume deep design and creative responsibilities across OpenAI and io.”
I have no idea what will come out of this, but it’s going to be fun to watch.
ITXPlus Project Aims to Recreate the Mac Plus Logicboard ⇢
The Macintosh Plus was Apple’s third version on the all-in-one Mac, and for its time it was a veritable powerhouse. If you don’t have one here in 2025 there are a variety of ways to emulate it, but should you wish for something closer to the silicon there’s now [max1zzz]’s all-new Mac Plus motherboard in a mini-ITX form factor to look forward to.
As with other retrocomputing communities, the classic Mac world has seen quite a few projects replacing custom parts with modern equivalents. Thus it has reverse engineered Apple PALs, a replacement for the Sony sound chip, an ATtiny based take on the Mac real-time clock, and a Pi Pico that does VGA conversion. It’s all surface mount save for the connectors and the 68000, purely because a socketed processor allows for one of the gold-and-ceramic packages to be used. The memory is soldered, but with 4 megabytes, this is well-specced for a Mac Plus.
This project is still in the prototype stage, but seems really cool, even if the Mac Plus isn’t the most popular — or powerful — compact Mac.
Musk Confirms Second Memphis xAI Site Could Use One Gigawatt of Power
Yesterday, in a late-night post on X, the billionaire wrote:
Colossus 2 will be the first Gigawatt AI training supercluster
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Samuel Hardiman, at The Daily Memphian earlier today:
MLGW’s maximum electricity demand of all time is about 3,500 megawatts, or three-and-a-half gigawatts. Its power use is weather dependent: In the summer, MLGW uses 2,800 to 3,000 megawatts, while during the winter, it’s 1,700 to 1,800.
It remains to be seen whether MLGW and the Tennessee Valley Authority, which provides energy to the region, have enough electricity to serve the new xAI investments. It is also not clear how many semiconductors, known as graphics processing units, or GPUs, the site would use to run the data center.
It’s unlikely that MLGW and TVA will have that sort of power available by the time the second site is operational, and there’s plenty of evidence to back that up.
How Much Longer Will New macOS Versions Support Intel Macs?
macOS Sequoia supports these Intel-based Macs:
- 2017 iMac Pro
- 2018 Mac mini
- 2018–2020 MacBook Pro models
- 2019 Mac Pro
- 2019–2020 iMac models
- 2020 MacBook Air
What’s more important than the model year is when these Macs stopped being sold:
| Model: | Removed from Sale: |
|---|---|
| 2017 iMac Pro | March 2021 |
| 2018 Mac mini | January 2023 |
| 2019 Mac Pro | June 2023 |
| 2020 MacBook Pro | October 2021 |
| 2020 iMac | March 2022 |
| 2020 MacBook Air | November 2020 |
As you can see, the Intel Mac mini and Intel Mac Pro lasted all the way until 2023, with the 2019 Mac Pro being removed from sale less than two years ago, when its Apple silicon-powered replacement was announced at WWDC.
To predict the future, I like to consider the past, so let’s take a trip back 20 years or so.
Announced in 2005, the switch to Intel processors was expected to take a few years, but it was clear by January 2006 that Apple wasn’t messing around. By WWDC in August of 2006, the transition was complete, with the Mac Pro bringing up the rear, as would become tradition.
Mac OS X Tiger was the OS that Apple used to bridge from PowerPC to Intel processors, and 2007’s Mac OS X Leopard ran on both types of machines.
However at WWC 2009, Apple dropped a bit of a bomb: Snow Leopard was dropping PowerPC-based machines. This was at the bottom of the press release:
Snow Leopard requires a minimum of 1GB of RAM and is designed to run on any Mac computer with an Intel processor. Full system requirements can be found at www.apple.com/macosx/specs.html.
That page listed Snow Leopard’s full requirements:
- Mac computer with an Intel processor
- 1 GB of memory
- 5 GB of free disk space
- DVD drive for installation
By the time Snow Leopard shipped in September 2009, the very last PowerPC Macs ever sold were just over three years old. If Apple holds to that precedent, the earliest the company would drop support for Intel Macs would be in next year’s macOS release.
There are two factors in play today that weren’t present back in 2009.
- There are a lot more Intel Macs running around than there were PowerPC machines back in the day. Whenever Apple pulls the plug, more users will be affected this time around.
- For a few of years now, Apple has been shipping new features for Apple silicon Macs, but not Intel ones. That may change how Apple thinks about releasing new versions of macOS for both platforms.
‘Our Health Was Never Considered’ ⇢
Laura Paddison and Rene Marsh for CNN:
Last summer, an abandoned factory in southwest Memphis got a new life courtesy of the world’s richest man. Elon Musk’s artificial intelligence company xAI moved in to transform this unprepossessing building into the “world’s largest supercomputer.”
Musk named it Colossus and said it was the “most powerful AI training system in the world.” It was sold locally as a source of jobs, tax dollars and a key addition to the “Digital Delta” — the move to make Memphis a hotspot for advanced technology.
“This is just the beginning,” xAI said on its website; the company already has plans for a second facility in the city.
But for some residents in nearby Boxtown, a majority Black, economically-disadvantaged community that has long endured industrial pollution, xAI’s facility represents yet another threat to their health.
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xAI Reports ‘An Unauthorized Modification’ Leading to Grok Being Obsessed with ‘White Genocide’ ⇢
Kyle Orland, writing at Ars:
On Wednesday, the world was a bit perplexed by the Grok LLM’s sudden insistence on turning practically every response toward the topic of alleged “white genocide” in South Africa. xAI now says that odd behavior was the result of “an unauthorized modification” to the Grok system prompt—the core set of directions for how the LLM should behave.
That prompt modification “directed Grok to provide a specific response on a political topic” and “violated xAI’s internal policies and core values,” xAI wrote on social media. The code review process in place for such changes was “circumvented in this incident,” it continued, without providing further details on how such circumvention could occur.
Seems like some super normal and chill people are working at xAI. I wonder if any of them are my neighbors. I mean, just look at this:
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Orland goes on:
To prevent similar problems from happening in the future, xAI says it has now implemented “additional checks and measures to ensure that xAI employees can’t modify the prompt without review” as well as putting in place “a 24/7 monitoring team” to respond to any widespread issues with Grok’s responses.
That open-source part sure sounds… familiar.
Shelby County Health Department to Address xAI Turbines and Public Complaints ⇢
As I’ve previously written, xAI has a permit to run 15 gas turbines at its first site, but more than 30 have been spotted running. Those additional turbines are operating under an emergency-use exemption that is good for one year, and were initially slated to provide backup power when the utility company couldn’t keep up. Our county Health Department will be weighing in on the matter later this summer, according to a press release:
The Shelby County Health Department’s Pollution Control Branch has received more than 1,700 public comments regarding the xAI CTC Property LLC application for an air pollution permit for natural gas turbines located at the company’s site at 3231 Paul R. Lowry Road, Memphis, TN.
Each comment will be addressed before any decision is made regarding the permit application. The SCHD Pollution Control Branch expects to complete the permit review process in approximately sixty (60) days.
Meanwhile, the story continues to garner national attention:
Shelby County Commission Proposes Monthly Air Quality Tests in South Memphis Near xAI Site ⇢
In response to growing environmental concerns in South Memphis, the Shelby County Commission has proposed a resolution that would require the Shelby County Health Department to provide monthly — rather than quarterly — updates on local air quality in South Memphis.
The proposal stems from rising tensions surrounding emissions linked to xAI, the world’s largest supercomputer facility, which began operations in South Memphis last year. Community members and environmental groups say xAI and other related facilities have contributed to a noticeable decline in air quality.
KeShaun Pearson, president of Memphis Community Against Pollution (MCAP), told ABC24 the proposed resolution is long overdue.
“It’s a huge step forward because it brings us out of the dark,” Pearson said. “We continue to be closed out of the information that we are owed from our public institution, especially the folks who are supposed to protect us, like our Shelby County Health Department.”
Currently, air quality testing takes place some 20 miles away from the running xAI site, as Pearson pointed out to ABC24:
“This our everyday life growing up out here in South Memphis. So the air we breathing in, it’s definitely important because it’s causing people to get sick,” Mr. Bash said.
Pearson also highlighted the unequal distribution of air quality monitors across the county.
“It’s ridiculous when you have [a monitor] in Shelby Farms, but you don’t have one where the concentration of pollution is. And why is that?” he asked.
ABC24 reached out to Shelby County Health Director Dr. Michelle Taylor, who declined an on-camera interview but stated that the department will respond to questions about monthly reporting if and when the County Commission approves the resolution.
The vote is slated for Monday.