Are we watching the same company? They have been shipping new features like crazy. Code interpreter blew peoples' minds, they are training GPT-5 and I bet they are leaning into multi-modal more than with GPT-4V. Strategically multimodal is the big frontier on which they are going to continue expanding datasets.

With that in mind, expanding their apps to ingest more audio and image data is an obvious strong move. (And you can see why a consumer device would help them get even more data from the real world, though it's less obvious to me that this is a win vs. just shipping apps.)