I am almost never a hater on people trying ambitious things, but man this is one of the most "doomed to fail" things I've ever seen. You've got absolutely insane market saturation by two major players that have some of the most advanced AI teams on the planet. Almost nobody is going to buy an "LLM-first phone," they will just wait for Apple or Google to put an LLM into their existing phone.
It will. I don't know which VC did the due diligence but the CEO once founded a scam company called RavenTech and the CTO just dropped out of CMU.
They used to be called CyberManufacture Co. and was selling NFTs. You see where this is going?