Rabbit R1：199美元AI设备预售10万台，随后凉凉

做的是什么生意

Rabbit Inc. built the r1, a $199 orange pocket AI assistant (designed with Teenage Engineering) whose rabbitOS LAM was supposed to press buttons inside apps like Uber and DoorDash for you, without touching your phone.

启动资金：$30M total funding by January 2024, led by Khosla Ventures (Voicebot.ai, 2024-01-08).

起因

Jesse Lyu, a two-time YC founder, built Rabbit with ex-Google engineers and Kaggle grandmasters around a 'Large Action Model' trained by watching humans use apps. The r1 debuted at CES 2024 on January 9 at $199 with no subscription: a push-to-talk device whose LAM would navigate Uber, Spotify, DoorDash and more the way a human would, via a login platform called Rabbithole. The company had raised $30M led by Khosla Ventures.

经过

The launch went viral: 10,000 units on day one, two 10,000-unit batches sold out within 48 hours, 50,000 preorders in five days, and more than 100,000 preorders before devices shipped in April 2024. The Verge's May 2024 review found the differentiating features barely worked — Uber and DoorDash orders repeatedly failed, Spotify played the wrong songs — and called the R1 'a worse and less functional version of your smartphone.' By September 2024 Rabbit said only about 5,000 of the 100,000+ units sold were used daily, despite 16 software updates.

结果

The hardware bet ended badly: in November 2025 Tom's Guide reported Rabbit had stopped paying employees and contractors since July, with three employees on strike since October. By June 2026 Rabbit was reported to have retired the R1 hardware line and pivoted its LAM to a $20/month iOS/Android app — software, not a phone replacement.

可借鉴之处

病毒式预购验证的是故事，而非产品：如果差异化功能在发布时就不靠谱，10万买家变成5000日活，评测而非炒作决定走势。