What observers say
“In terms of AI in software, I think people should understand that apps are going to disappear,” said Carl Pei, co-founder of Nothing, during a panel at the SXSW conference in Austin. His bold prediction highlights a significant shift in how we might interact with our devices in the near future.
Pei’s comments come 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 apps will gradually become irrelevant.
“It’s very hard to get things done on a phone,” Pei continued, emphasizing the limitations of current smartphone interfaces. He envisions a future where smartphones operate without the need for traditional app layouts or constant user input, making it simpler for users to accomplish tasks.
Nothing, the company Pei co-founded, has recently raised around 200 million dollars in Series C funding, achieving a valuation of 1.3 billion dollars. This financial backing positions Nothing to explore innovative solutions that align with Pei’s vision of an AI-driven future.
Pei believes that AI agents will revolutionize smartphone functionality, allowing users to interact with their devices in a more intuitive way. “I know you very well, and if I know your intention, I just do it for you,” he stated, painting a picture of a future where smartphones anticipate user needs.
However, Pei also issued a warning to startups that rely heavily on apps as their core value proposition. He cautioned that they will likely face disruption as the industry evolves towards AI-centric solutions.
Currently, Nothing’s operating system allows users to vibe code their own mini apps, a step towards integrating AI into everyday smartphone use. As the landscape shifts, the company aims to stay ahead of the curve, adapting to the inevitable changes Pei foresees.
As the conversation around AI and smartphones continues to evolve, the implications of Pei’s insights will be closely watched. The future of mobile technology is on the brink of transformation, and how companies respond will shape the next generation of devices.
