Rabbit Is Back, This Time With an AI Agent App

Rabbit 回归，这次带来了一款 AI 智能体应用

Jesse Lyu doesn’t think the Rabbit R1 was a flop. Lyu’s gadget was among the first in the gold rush to create dedicated AI hardware that acted as a virtual assistant. You could speak into the R1 and ask it to complete tasks for you—book an Uber; order food on DoorDash. After a buzzy launch at CES 2024, it earned scathing reviews. All the agentic stuff on the R1 just didn’t work that well. WIRED gave it a 3/10.

Jesse Lyu 并不认为 Rabbit R1 是一款失败的产品。他的这款设备是早期 AI 硬件淘金热中的先行者之一，旨在充当虚拟助手。你可以对着 R1 说话，让它为你完成任务，比如预订 Uber 或在 DoorDash 上点餐。在 2024 年 CES 上高调发布后，它却收获了严厉的批评。R1 上所有的智能体功能表现并不理想，《连线》（WIRED）杂志仅给它打了 3/10 分。

Since those early days, the capabilities of AI assistants have vastly improved, and now the tech is all the rage. So Rabbit is banging the drum again. On Tuesday, Rabbit announced OS3, a standalone “agentic operating system” designed to run across multiple screens. It also arrives as a software update for the company’s R1 gadget, though you don’t need an R1 to use it. Instead, you can access OS3 through a desktop browser, Telegram on your phone, or even iMessage.

自那时起，AI 助手的能力已大幅提升，这项技术如今正风靡一时。因此，Rabbit 再次敲响了战鼓。周二，Rabbit 发布了 OS3，这是一个旨在跨多屏幕运行的独立“智能体操作系统”。它也将作为 Rabbit R1 设备的软件更新推出，但你并不需要 R1 也能使用它。相反，你可以通过桌面浏览器、手机上的 Telegram 甚至 iMessage 来访问 OS3。

It’s a striking pivot for a company that once championed the handheld hardware over smartphone apps, but the environment for this type of software has ripened. Agents that handle tasks for you are all anyone in Silicon Valley talks about. Meta’s new Muse agent was just banned from crawling Amazon to shop on a user’s behalf using a virtual machine. Lyu smirks as he brings it up, saying, “We’ve been through all of this a year and a half ago,” calling back to the R1’s controversial use of a virtual machine to execute app actions on your behalf. So was Rabbit just too ahead of the curve?

对于一家曾经推崇手持硬件胜过智能手机应用的公司来说，这是一个惊人的转变，但这类软件的市场环境已经成熟。硅谷现在人人都在谈论能为你处理任务的智能体。Meta 新推出的 Muse 智能体刚刚因使用虚拟机代用户在亚马逊购物而被封禁。Lyu 在提到这一点时露出了苦笑，他说：“我们一年半前就经历过这一切了，”他回想起 R1 当初因使用虚拟机代用户执行应用操作而引发的争议。所以，Rabbit 只是走得太超前了吗？

Lyu says from a monetary perspective, the Rabbit R1 was tremendously successful, especially considering the company doesn’t offer a subscription for its AI features, unlike many competitors. He claims the company delivered more than 100,000 of the orange-red, Teenage Engineering-designed gadgets worldwide, with return rates of less than 5 percent, and earned roughly a 45 to 50 percent margin on the hardware.

Lyu 表示，从财务角度来看，Rabbit R1 非常成功，尤其是考虑到与许多竞争对手不同，该公司并未对其 AI 功能收取订阅费。他声称，公司在全球范围内交付了超过 10 万台由 Teenage Engineering 设计的橙红色设备，退货率低于 5%，且硬件利润率约为 45% 到 50%。

“Internally, from an engineering perspective—we didn’t make the wrong bet,” Lyu says. “I think the challenge is really being extremely limited in resources, team-wise and money-wise, compared to other AI studios that raised billions of dollars.” He says Rabbit has raised around $60 million in total and currently employs 15 people.

“从内部工程角度来看，我们并没有押错注，”Lyu 说。“我认为真正的挑战在于，与那些融资数十亿美元的其他 AI 工作室相比，我们在资源、团队和资金方面都极其有限。”他表示，Rabbit 总共筹集了约 6000 万美元，目前拥有 15 名员工。

But after dismal reviews upon the R1’s launch, the company had to make tough decisions. Rabbit decided against expanding the team and chose to stay lean, but things were dire around this time last year. A planned launch in India was stymied by regulations, putting the company in financial strain, so much so that a handful of employees went on strike and claimed they weren’t getting paid. Lyu says he respected their decision, adding that the company secured more funding and is on stronger footing. “There are no issues with the company’s health,” he says.

但在 R1 发布后面对惨淡的评价，公司不得不做出艰难的决定。Rabbit 决定不再扩大团队规模，选择保持精简，但去年这个时候情况非常严峻。原定在印度的发布计划因监管问题受阻，导致公司陷入财务困境，甚至有少数员工罢工并声称未收到工资。Lyu 表示他尊重他们的决定，并补充说公司已经获得了更多资金，目前基础更加稳固。“公司的健康状况没有任何问题，”他说。

Lyu says the team decided not to rush into new hardware, and instead focused on delivering software updates to polish the R1 experience—to date, Lyu says Rabbit has deployed around 50 updates in the past year and a half. He points to a dedicated Discord community of more than 12,000 users that provide feedback on what new features to add to the R1, like opening up the hardware. For example, you can integrate OpenClaw or Hermes AI agents into the R1 instead of using Rabbit’s proprietary models.

Lyu 表示，团队决定不急于开发新硬件，而是专注于提供软件更新以优化 R1 的体验——据 Lyu 称，在过去的一年半里，Rabbit 已经部署了大约 50 次更新。他提到了一个拥有超过 12,000 名用户的 Discord 社区，这些用户为 R1 的新功能（如硬件开放）提供了反馈。例如，你可以将 OpenClaw 或 Hermes AI 智能体集成到 R1 中，而不是使用 Rabbit 的专有模型。

“Today, if you look at our R1 device, it’s completely different from day one,” he says. “We’re more open; the device is yours, you decide what to do with the device.” And people are supposedly still buying the R1 right now. Lyu raised his phone screen into his webcam to show me four or five orders that came through that morning for the R1 sold through Rabbit’s website. (He points out that it doesn’t include sales data from Amazon, Target, or Best Buy, where you can also buy the R1.)

“今天，如果你看看我们的 R1 设备，它与第一天完全不同了，”他说。“我们更加开放；设备是你的，你决定如何使用它。”而且据说现在人们仍在购买 R1。Lyu 将手机屏幕举到摄像头前，向我展示了当天早上通过 Rabbit 官网售出的四五份 R1 订单。（他指出，这还不包括亚马逊、Target 或百思买等渠道的销售数据，你也可以在这些地方买到 R1。）

For now. Rabbit is no longer manufacturing the R1, and the existing stock is dwindling. The company is focusing on the new OS3 software platform, which is designed to work on the other hardware you already have. If you own an R1, you can use it as an input/output gadget for OS3. Lyu says Rabbit has no plans for an R2. Instead, its next hardware release, slated to arrive within “months,” is what he describes as a Cyberdeck—a dedicated “vibe coding” machine that will run OS3.

目前，Rabbit 已停止生产 R1，现有库存正在减少。公司正专注于新的 OS3 软件平台，该平台旨在在你现有的其他硬件上运行。如果你拥有 R1，可以将其作为 OS3 的输入/输出设备使用。Lyu 表示 Rabbit 没有推出 R2 的计划。相反，其下一个硬件产品预计将在“几个月内”发布，他将其描述为“Cyberdeck”——一台专门用于“氛围编程”（vibe coding）的机器，将运行 OS3。

So what exactly is OS3? Lyu pitches it as an open, cross-platform agentic system that operates across the devices you already own. The platform lives in the cloud, but connects directly to desktop software, files, and web pages through a local agent node you install on Windows, Mac, or Linux. Using Rabbit’s DLAM (Direct Large Action Model) technology, it can execute local software tasks and autonomously write and debug code. One account links up to five machines, with OS3 determining behind the scenes which device should execute a given task.

那么 OS3 到底是什么？Lyu 将其定位为一个开放的、跨平台的智能体系统，可以在你已有的设备上运行。该平台位于云端，但通过你在 Windows、Mac 或 Linux 上安装的本地智能体节点，直接连接到桌面软件、文件和网页。利用 Rabbit 的 DLAM（直接大动作模型）技术，它可以执行本地软件任务，并自主编写和调试代码。一个账户最多可关联五台设备，OS3 会在后台决定由哪台设备执行特定任务。

The interface is a single, continuous chat stream—no sidebar of disjointed chat threads. Lyu repeatedly calls it a “brain dump” interface: paste your intent, and the system coordinates the models and tools needed to pull it off. It supports universal skill compatibility—paste a public URL for any third-party agent skill into the chat, and OS3 can install it automatically without users needing any technical know-how.

其界面是一个单一、连续的聊天流，没有杂乱的侧边栏聊天线程。Lyu 反复称其为“大脑倾倒”（brain dump）界面：粘贴你的意图，系统就会协调所需的模型和工具来完成任务。它支持通用技能兼容性——将任何第三方智能体技能的公共 URL 粘贴到聊天框中，OS3 就能自动安装，用户无需任何技术知识。

Rabbit uses a “Bring Your Own Key” (BYOK) approach to power OS3. There’s no monthly subscription fee, but users supply their own API keys from providers like OpenAI or Anthropic—or link local open source models. Lyu has been using OS3 to handle plenty of tasks. For example, he says vendors send him an Excel report for R1 sales every week. He’ll check it on his phone, but he always returns to his PC to open the document and manually add the data into a master sheet. But with OS3, since the Rabbit agent is deployed on his PC, he can send a message through Telegram on his phone asking it to handle the task, and it’ll complete the routine.

Rabbit 采用“自带密钥”（BYOK）模式来驱动 OS3。没有月度订阅费，但用户需要提供来自 OpenAI 或 Anthropic 等提供商的 API 密钥，或者链接本地开源模型。Lyu 一直在使用 OS3 处理大量任务。例如，他说供应商每周都会发给他一份 R1 销售的 Excel 报告。他以前会在手机上查看，但总是回到电脑前打开文档，手动将数据添加到总表中。但有了 OS3，由于 Rabbit 智能体部署在他的电脑上，他现在只需通过手机上的 Telegram 发送一条消息，让它处理这项任务，它就能自动完成整个流程。