Everyone’s talking about OpenAI’s new device. But when I saw they paid $6.5 billion to bring Jony Ive’s design studio in-house, I didn’t see a gadget—I saw a robot. In this piece, I break down what I think OpenAI’s really building, why it could challenge Elon Musk’s Optimus, and how this new AI arms race might redefine everything from your tech portfolio to your home.