ChatGPT and Beyond with Fexingo · 2026-07-17 · 10 min
In this episode of ChatGPT and Beyond with Fexingo, Lucas and Luna explore why a new wave of AI hardware startups is ditching screens entirely and betting on voice-first, screenless smart speakers. They examine the recent $230 keyboard from OpenAI as a counterpoint, and dig into the market data: while NVIDIA is down 1.7% this week and AMD has plunged 10.2%, the real action is in inference hardware for conversational AI. The hosts discuss how companies like Rabbit, Humane, and a new crop of startups are taking a bet that ambient voice interfaces will finally break through, powered by cheaper and faster inference silicon. They debate whether screenless devices can ever replace the smartphone, and what the plunging cost of AI inference means for these experiments. The episode also touches on a recent Waymo traffic fiasco in San Francisco and how it underscores the challenges of autonomous AI in the physical world. A must-listen for anyone tracking the intersection of AI hardware, product design, and consumer behavior.
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