Description
On Monday’s show, the DAS crew focused on what CES signals about the next phase of AI, especially the shift from screen based software to physical products, hardware, and ambient systems. The conversation centered on OpenAI’s reported collaboration with Jony Ive on a new AI device, why most AI hardware still fails, and what actually needs to change for AI to move beyond keyboards and chat windows. The crew also discussed world models, coordination layers, and why product design, not model quality, is becoming the main bottleneck as AI moves closer to the physical world. Key Points Discussed Reports around OpenAI and Jony Ive’s AI device sparked discussion on post screen interfaces Most AI hardware attempts fail because they copy phone metaphors instead of rethinking interaction CES increasingly reflects robotics, sensors, and physical AI, not just consumer gadgets AI needs better coordination layers to operate across devices and environments World models matter more as AI systems interact with the physical world Product design and systems thinking are now bigger constraints than model intelligence The next wave of AI products will be judged on usefulness, not novelty Timestamps and Topics 00:00:17 👋 Opening and Monday reset 00:02:05 🧠 OpenAI and Jony Ive device reports, “Gumdrop” discussion 00:06:10 📱 Why most AI hardware products fail 00:10:45 🖥️ Moving beyond chat and screen based AI 00:15:30 🤖 CES as a signal for physical AI and robotics 00:20:40 🌍 World models and physical world interaction 00:26:25 🧩 Coordination layers and system level design 00:32:10 🔁 Why intelligence is no longer the main bottleneck 00:38:05 🧠 Product design vs model capability 00:43:20 🔮 What AI products must get right in 2026 00:49:30 📉 Why novelty wears off fast in hardware 00:54:20 🏁 Closing thoughts and wrap up