AI smartphones will rely on agents and personal context

Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

1. 18:27

   You said it this morning. I mean, you could say these phones are already AI phones. They have Siri's kind of good now. Google Gemini's very good. you can have all the chatbots on there. What is an AI smartphone? What is the difference? The AI smartphone vision became very clear when OpenClaw was launched. And the ability for you to tell an agent or the ability for you to text to an agent and say, here's what I want you to do for me.

2. 18:53

   And that's why I kind of provided the example. You're just going to say, you get a question, you're going to say yes. And then the phone is, the agent is going to do things for you. is going to run on that computer, is going to deal with the planning, is going to deal with the smart routing about things that are going to be doing locally, is going to go to your personal memory graph in your context.

3. 19:16

   Your context only exists in the phone. Context does not exist in the Cloud. It doesn't exist in the phone. The sensor data comes from the phone. It's going to look into those things, it's going to make it relevant to you, and going to take action for you. That is very different than the things that you can open your browser and do it yourself. So it's way beyond a browser. I think that's what the AI smartphone is.

4. 19:45

   Now, it's important to explain, we're just at the beginning of this. Early days of AI, and I love making parallels with the smartphone transition, I'll go there. But early days of AI, you have some of the phone companies talking about, this is the AI. So you have the set of features from the smartphone maker, set of features of the OS. So maybe those are the ones that you're gonna use it, but that's not the AI smartphone.

5. 20:13

   Later you saw with orchestrator and the agents, this is a 3P issue, it's not a first party issue. And there's gonna be different agents, different skills, different things. They're gonna be integrated across different companies. We use the example of some services like payments, the application becomes horizontal and it becomes part of everything. The boundaries of OS and apps no longer matter. And those things, those experiences happen across multiple devices.

6. 20:43

   That is the fundamental difference. Early days of the phone, I remember that when the Android launch and iOS, the iPhone launch. So you have an incumbent at the time was like Nokia. And you also have like Blackberry. And they look at the features that came with the smartphone. Let's pick the iPhone as an example. You have iTunes, you have the little music app that you can move the drums and the guitar and things around and play music.

7. 21:12

   You have those, I don't know, 15 apps that come with the OS. Not a lot of things in the App Store. So some of the existing companies, Blackberry, Nokia said, okay, we can do those features too. But that wasn't the smartphone. The smartphone was defined by the third-party applications. Nobody know at that time what is going to be invented and what people are going to do. I feel the same way about AI smartphone.

8. 21:36

   Once you put the harness and you put the capability, you will see how those things are going to develop. And I think that's going to change the phone experience.