Apple and Google presumably know about LLMs so I don’t really see this device being very influential.
I could imagine replacing my iPhone and my laptop with something Rabbit sized and a lightweight set of AR glasses.
But they need far more than the toy “OS” that Rabbit are demonstrating.
Perhaps at some point technology will allow glasses to have screens that are functional without making you look like, as they called them ten years ago, a Glasshole. Ten years may be enough time.
Anything that even threatens those business models will be strangled before it gets released.
IMHO Microsoft has the most to gain here. If they manage to turn Apple and Android into platforms that interface with MS made/ran/hosted LLMs, MS wins the day.
The problem is monetization, these LLM services are expensive, and telling users they need to pay another $30 a month to use their phone will be a hard sell. Hopefully LLM hosting costs go down, but if hosting LLMs becomes too affordable, MS's giant war chest of $ and hardware become less of an advantage.
The other danger is Apple/Google throwing a bunch of restrictions in place, but all the anti-trust scrutiny they are under right now could give them pause on attempting that.
By my reckoning, this approach is probably ten years ahead of its time. I simply cannot imagine that the tech is there right now to make this nearly as seamless as it will need to be to actually supplant the UI paradigms we have today, and it's going to take billions invested by the duopoly to get to that point.
But I really do think this is at least a fuzzy picture of where we're headed. Your iPhone in 2034 won't look like this, but you'll likely be able to trace some things back to it. There are a lot of pieces missing that we barely even know are missing yet, but it's incredibly exciting to see a startup try to jumpstart a step change like this.