Overview

• Pei argues Apple has become “very big and very corporate” and no longer inspires younger consumers with its products.
• He criticizes Apple Intelligence, introduced in 2024, for underdelivering by restricting its AI to basic features like generated emojis.
• Pei envisions a smartphone operating system that anticipates user needs through AI, gradually phasing out separate apps over the next seven to ten years.
• Nothing plans to debut its AI-driven interface on the upcoming Phone (3), building on its recently launched 3a series and CMF sub-brand.
• He sees smartphones as crucial to AI’s expansion due to their billion-unit annual market and rich data streams, giving Nothing a creative advantage.