OAI has a very strong potential play in the consumer devices market. The question is if they approach it right. If OAI developed high end laptops/tablets with deep AI integration, with hardware designed around a very specific model architecture (hyper-sparse large MoE with cold expert marshalling/offloading via NVME), that would be incredibly compelling. Don't forget they've got Jony, it wouldn't just be a groundbreaking AI box, it'd be an aesthetic artifact and status symbol.