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