Ex-Apple CEO says OpenAI is Apple's biggest threat
Former Apple CEO John Sculley says OpenAI is the first company in decades to truly challenge Apple.
Speaking at the Zeta Conference in New York, he pointed out that AI hasn't been Apple's strong suit and suggested it's time to move from traditional apps to smarter, AI-powered agents.
OpenAI vs Apple
Apple kicked off its AI journey with Siri and brought in John Giannandrea as AI chief, but progress has been slow.
Meanwhile, OpenAI's ChatGPT—launched in 2022—now gets over 800 million weekly visits.
OpenAI even bought LoveFrom (founded by ex-Apple design head Jony Ive) for $6.5 billion, and OpenAI is currently working on new hardware devices.
AI-driven subscription models
Sculley thinks Apple needs to embrace new AI-driven subscription models as the tech world shifts away from standalone apps.
He also noted growing talk about CEO Tim Cook's possible retirement, hinting that whoever takes over will face big decisions as competition with OpenAI heats up.
Siri's next major upgrade has been delayed until at least next year.