I'm not sure if the word "subvert" is right; the OS is still there, the App Store is still there, and nothing they've demonstrated will measurably impact revenue from these sources (the iOS App Store's largest source of revenue, by far, is games. Some estimates put Games as like 25% of all of Apple's revenue).
I think there's also a global challenge (actually, opportunity IS the right word here) that by-and-large the makers of operating systems aren't the ones ahead in the language AI game right now. Bard/Google may have been close six months ago, but six months is an eternity in this space. Siri/Apple is so far behind that its not looking likely they can catch up. About a week ago a Windows 11 update was shipped which added a Bing AI button to the Windows 11 search bar; but Windows doesn't really drive the zeitgeist.
I wonder if 2023/4 is the year for Microsoft to jump back into the smartphone OS game. There may finally be something to the idea of a more minimalist, smaller voice-first smartphone that falls back on the web for application experiences, versus app-first.
I think there's also a global challenge (actually, opportunity IS the right word here) that by-and-large the makers of operating systems aren't the ones ahead in the language AI game right now. Bard/Google may have been close six months ago, but six months is an eternity in this space. Siri/Apple is so far behind that its not looking likely they can catch up. About a week ago a Windows 11 update was shipped which added a Bing AI button to the Windows 11 search bar; but Windows doesn't really drive the zeitgeist.
I wonder if 2023/4 is the year for Microsoft to jump back into the smartphone OS game. There may finally be something to the idea of a more minimalist, smaller voice-first smartphone that falls back on the web for application experiences, versus app-first.