> “A phone, but it has AI and no apps” isn’t even additive. It’s purely a loss of functionality.

I don't necessarily agree that “A phone, but it has AI and no apps” is a good product, but it could be considered additive.

When the iPhone came out, it was "a pocket computer, but without a physical keyboard and mouse" and some might have argued that it was subtractive because of that. Maybe we shouldn't be thinking about "apps" as something inherently required by any future device ever created.