Rabbit exec: we're the only real AI-native hardware player, 100k+ units sold

SimonBalmain · x · 2026-10-25

Simon Balmain of Rabbit argues the "AI-native/AI-first" consumer hardware category is emerging and Rabbit is its only meaningful player. His criteria: the device must be primarily designed for using AI (rules out Meta Glasses; Muse Charm isn't out yet) and can't be single-purpose (rules out AI transcribers like Plaud). Humane and Limitless are gone; Friend has sold 5k units vs Rabbit's 100k+. OpenAI/Ive's device has been rumored for almost 3 years with nothing to show. Rabbit is hard at work on its next form factor.

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