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Rabbit Inc.

Category: AI Agents

US-based AI hardware startup (maker of the R1 pocket device) building RabbitOS, a Large Action Model (LAM)-powered operating system that lets an AI agent operate apps and devices for users. Rabbit Inc. was founded in 2020. The company is led by Jesse Lyu. Based in Los Angeles (Santa Monica), California, USA. Team size: 101-500. Total funding raised: $30M. Latest round: Series A. Key investors include Khosla Ventures, Synergis Capital, Collab+Currency, KAKAO Investment, GV (Google Ventures), a16z, Bessemer Venture Partners, J17 Ventures.

Founded
2020
Headquarters
Los Angeles (Santa Monica), California, USA
Team size
101-500
Total funding
$30M

Value proposition

Replace app-based operating systems with a natural-language, agent-driven interface: a LAM-powered AI that understands user intent and operates apps, browsers, and devices end-to-end without APIs or manual configuration.

Products and solutions

Rabbit R1 (handheld AI device, $199), RabbitOS (LAM-powered OS), RabbitOS 3 (top-level 'agent of agents' with multi-agent orchestration, generative UI, Auto Teach, unified memory, cross-device node control), LAM (Large Action Model), DLAM (device control via simulated human input device), Magic Recorder, third-party agent support (Hermes, Claude Code, OpenClaw), upcoming Cyberdeck hardware.

Unique value

Radical simplicity for ordinary users: instead of adding more agent capabilities, RabbitOS 3 compresses complexity — one-line terminal install, paste-a-GitHub-link skill installation, no session tabs (unified memory), generative UI, and a single account controlling all registered devices.

Target customer

Consumer hardware buyers (R1 device at $199, no subscription) plus power users/developers using RabbitOS 3's agent orchestration, multi-device control, and skill installation.

Industries served

Consumer electronics / AI hardware, AI operating systems and agent infrastructure, developer tools (skill ecosystem, GitHub-linked skills).

Technology advantage

LAM (Large Action Model) neuro-symbolic approach that acts on app interfaces without APIs; DLAM device driver modeled as a simulated human input device (cloud keyboard/mouse) requiring no permissions; Auto Teach self-learning that makes trained tasks 50-300x faster than screenshot-based computer-use; multi-agent runtime with shared memory and conflict resolution.

How they differentiate

Unlike Humane AI Pin ($699 + subscription) and other AI wearables, Rabbit R1 is $199 with no subscription; unlike Claude Code/Codex remote modes (session-synced to one machine) and cloud-VM agent solutions, RabbitOS 3 registers all user devices under one account with a unified entry point and shared memory, and uses DLAM (simulated input device) rather than screenshots or system injection.

Main competitors

Humane (AI Pin), Limitless (Limitless Pendant), Brilliant Labs (Frame), plus software agent platforms Claude Code (Anthropic) and Codex (OpenAI).

Key partnerships

Teenage Engineering (industrial design of R1, Jesper Kouthoofd as CDO), Khosla Ventures (lead investor), KAKAO Investment (Korean strategic investor), third-party agent ecosystem (Hermes, Claude Code, OpenClaw).

Major milestones

2021: Raised $6M as Cyber Manufacture Co. (GAMA project), Oct 2023: Raised $20M led by Khosla Ventures, introduced LAM, Jan 2024: R1 unveiled at CES 2024, ~$10M preorders, 2024: DLAM device control launched, 2026: RabbitOS 3 (agent-of-agents) enters closed beta, Cyberdeck hardware teased.

Growth metrics

R1 launched at CES 2024 with ~$10M in preorders; R1 device priced at $199 with no subscription.

Market positioning

Consumer AI hardware pioneer (R1 launched at CES 2024 with ~$10M preorders) now pivoting toward an agent-runtime/OS layer (RabbitOS 3) that works across devices and models, positioning itself as the 'agent of agents' for ordinary users.

Geographic focus

Global consumer market; US-headquartered with strategic Korean investor (KAKAO Investment) and Chinese-founder roots (Jesse Lyu).

About Jesse Lyu

Founder & CEO of Raven Tech (Y Combinator W2015, conversational AI OS, acquired by Baidu in 2017); Financial Mathematics & Marketing background; semi-pro Lamborghini Super Trofeo racer.

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