What observers say
“In terms of AI in software, I think people should understand that apps are going to disappear,” stated Carl Pei, co-founder of Nothing, during a keynote at the SXSW conference in Austin. His remarks underscore a significant shift in how smartphones may evolve in the coming years.
Pei’s assertion comes as the smartphone experience has stagnated, with the same elements dominating the landscape for nearly two decades. He argues that the current app ecosystem may not survive the transition to AI-first computing, suggesting that as AI systems learn to understand user intent, traditional applications will gradually become irrelevant.
“It’s very hard to get things done on a phone,” Pei added, emphasizing the limitations of current smartphone interfaces. He envisions a future where smartphones no longer depend on traditional app layouts or constant user input, allowing AI agents to simplify task completion for users.
Nothing, which has recently raised around 200 million dollars in Series C funding at a reported 1.3 billion dollar valuation, is at the forefront of this technological evolution. Pei’s vision includes smartphones that leverage AI to anticipate user needs, effectively transforming the way individuals interact with their devices.
“I know you very well, and if I know your intention, I just do it for you,” Pei explained, illustrating the potential for AI to create a more intuitive user experience. This shift could disrupt startups that rely heavily on apps as their core value proposition, as Pei warned that they will face significant challenges in an AI-dominated landscape.
Currently, Nothing’s operating system allows users to vibe code their own mini apps, showcasing an early step towards a more personalized and AI-integrated smartphone experience. As the industry moves forward, the implications of Pei’s predictions could reshape the entire smartphone market.
With the rapid advancements in AI technology, the next few years will be crucial in determining how smartphones evolve. Pei’s insights at SXSW highlight a pivotal moment in the tech industry, as companies must adapt to the changing landscape or risk obsolescence. Details remain unconfirmed about how quickly these changes will take place, but the urgency for innovation is clear.
