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Jesse Liu

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2024-10-07
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2024-10-07
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  1. That's a partnership. Go to Spotify, read their documentations. There is a specific line you cannot use API to build a voice activated application.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  2. So at the bottom of it is Android system. And then they dump the code, which you can do that. In fact, every good piece of hardware in history has been hacked. Someone goes into this and jailbreak the R1, which I guess every piece of hardware is jailbreakable at some point. Obviously, that's a factor to us. If you build a software and no one even bothered to jailbreak it, it's probably not a good fun factor anyway. So people jailbreak it find out the Android code, they dump the Android code to another media and they say, hey, there's nothing about AI here. There's nothing about LAM here. Of course, because all the stuff is in AWS. So that's where the rumor starts. And then there's a lot of media and they just take that piece and reiterate that.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  3. It is not accurate. I want to take this opportunity to address that. If you go to the connections, now we have seven apps by day one, we have four apps. Those are the first iterations of LAM, which is not a generic technology. We never on the CS claim that you can now go to Amazon and order something. We said we're working towards this piece and today there's four apps that you can connect. We're going to add more services. And over the past couple months, we did add three more services. So as if today, there are seven services in total, then we keep working on the current LAM playground. And when the time is right, we swap it. There's a lot of debate saying LAM wasn't there. That is not true. I can trace back to where this rumor starts is where there are people hacking to the R1. They saw R1 is fundamentally powered by an Android system on the local device. And obviously that should be the case. It will be more sketchy if it's non-Android.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  4. Yes, I want to make the marker between yesterday and the day before it, right? You announced the rabbit at CS in January with the lamb. It wasn't there. Why announce it without its fundamental enabling feature?

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  5. That you can just use prompt and create an app and download the code and stuff like that. So it's really amazing to see all this great showcases just within actually precisely 24 hours.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  6. So, I gave you an example. I tried, I think I showed this to another reporter, is that, hey, go to Reddit first, right? And search for what are people's recommendations for the 2024 best TV for KHDR, get that model, then go to Best Buy, add that to my cart. If Best Buy is out of stop, then search on Amazon. If they both are out of stock, get me the second recommended model. So you can actually change different queries and you can pause it. You can add, you can tweak it, you can fine-tune it. So it's really just like a playground. You can freely explore the system and the system is fairly good enough to do like daily tasks and people are, you know, obviously developers and our hacker enthusiastics, wet hackers, of course, are giving us impressive showcases. There are people using the land playground to create an app just by talking to R1 because there are third-party AI that's

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  7. generic. It is not cross platform yet because it handles only a website. It will be cross platform very soon. But with this generic website agent system, essentially you can just talk to Rabbit be like, hey, go to ABC website or go to somewhere and then help me do this. So that's exactly how we wish to design a product. And I think everyone in the industry is heading towards this direction, which is you say something, we understand you, and we help you do it. And what happens as we put a bundles on the rabbit hole that you can see is that the agent will break down different steps. I'm going to Google first. I'm search for the verge. I'm clicking to verge home website. I'm trying to find this title as you request it. I'm clicking the button to share this. And in theory, you can chain multiple steps, infinite steps, follow up queries to the system.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  8. To a text, we send that text to our LLM providers, and then we have an intention triage system from there. Like after the LLM understands the intention, we send to different APIs or different features. There are a lot of features which is on device, right? Like set a smart timer or something like that. Or there's a simple question, but we think that there's other services or model probably answers better than the default LOM. So sometimes we send a particular query to perplexity. Sometimes we send a particular query to Wolf Maratha. So you can understand as, you know, intention tree address system is dispensing on this to different destinations. And then the relative features will trigger. But after yesterday, which we have this playground, and that's a first step towards what we really want to create, which is a generic cross-platform agent system. It has to be generic, which on this case, it is a

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  9. Have to separate two different systems here, or maybe three different systems here as talked before yesterday because yesterday is really a great milestone. Before yesterday, what happens is that you talk to the R1. We have an intention triage system, which basically we go, we convert this audio.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  10. I don't want to invent any exactly. I think I'm not trying to invent any new business model. I think as a startup, it's very risky to invent your own business model. But there is a very great business model out there, which is App Store. And that's contributing like what, 70%. The annual income

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  11. The number one money contributor. It's really hard to make on top of the margin of the hardware anyway. So at some point, you want to convert that into services and software, right? That doesn't mean that you're going to charge subscription for the device. What I think is very promising is that we're going to Slowly roll out the teach mode to beta testers, and hopefully by the end of this year, we can grand open the teach mode as we promised on day one. So all these lessons created, or rabbits or agents created by each independent users or developers, they can be considered as a new generation of App Store. On that, we can make big money.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  12. I think there are multiple solutions to that question. One is that obviously if let's use an R1 for every user for more than 18 months, there's a couple of solutions. One is that we're going to launch the next generation device. Trey and maybe multiple devices still profitable from the hardware. Two, I think we have this prepared since day one from last week we roll out the RFA teach mode to a very selected group of testers. I would love to give you the access, so please reach out to us later on. We'll see if we can help you set it up. But we roll out a very small group of Alpha testers roughly around 2025 people, to be honest. And then over the last 72 hours, I saw more than probably 200, more than 200 lessons or agents has been created through teach mode. And if you look at the current Apple ecosystem or Android ecosystem, I think the hardware is not going to be

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  13. You can go talk to that guy and you say, Hey, there's no way you're going to bankrupt because your money checks, all this equation checks. If you charge for this, you're going to be making money. But that based on the perspective that the whole logic needs to stand up, right? So I think I'm not really wasting a lot of time of my time at this point on trying to like basically fine-tune a little bit about mathematical equations to make this more 20%, 50%. Obviously, as a startup, we need to survive. And I think even though we have a roller coaster since launch, but we're growing and we're surviving and we're still pushing the features that none of the other devices can do, which is a very, very good sign. So, yeah.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  14. So, even though this sounds very concerning, that okay, you can easily twist my story or someone might twist my story, be like, oh, Rabbit is doing everything great except they're going to bankrupt no matter what, right? I think it's a very stupid way of thinking in that sense because a great innovation, you have to focus on the innovative part first, then when you figure out the money part, if we start figuring out the money part, now this makes sense making sense. I think. There's another people in the industry that they have great understanding of everything. And then they decided to release a wallpaper app charged for 50 bucks per month, right? Hopefully that works, I guess.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  15. New generational product, if the founder and the company and the board decide to set up a strategy that let's quiz every single penny out of the user, it's not going to work because we know AI is very early and we know that there's going to be a lot of things that go wrong. In fact, I believe that every company, regardless of you, if you're big or small, if you work on the latest AI stuff, the first two weeks it's going to be disaster because you're going to find a lot of the misbehavior by the AI. You're going to find a lot of the edge cases by the model, right? So I think the whole thing is too new. There's no way that we want to charge for subscription. That's even worse. I don't like that strategy in general.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  16. Think it's definitely over a year and a half. I'm not sure about two years because there's new features going to implement into this, right, including Land Playground and Teach Mode. But yeah, so I want to kind of like share my understanding to this is that yes, we did the mathematics. We are making money. No problem. We wish we can sell more, which we're hoping that we can sell more. That's going to definitely help. But the target of this whole launch strategy is not set for making like X amount of money on first six months. I think there's other companies that really greedy about how they want to launch their product. I'm not going to even mention the name, right? That won't work, right? That won't work. So I think if you look at any

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  17. Think if a moderate user using in a non-robotic way or non-malicious way, It's going to be really hard to break that negativity.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  18. They're not cheap, but what I'm trying to point out is that they are competing so fierce in a way that they have a lot of good benefit for the early startups. I have to shout out for artist companies. So they really want to figure out a way to help you on board and maybe making your money in the long run. But I think at this current scale, we can totally handle it. Yes. So we got great deals from them.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  19. Obviously, we have this dedicated instance with all these cloud competitors, right? I mean, don't get me wrong, like the Amazon AWS we're hosting on AWS, and there's AWS Google Cloud, Microsoft, Azure. On the LM partnerships, we have Anthropic OpenAI and Germany. That's a lot of companies.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  20. I can draw that line for you. So it's a buck 99. You're making over 40%. So that's between $80 and $90, right? It's not 50%, which would be $100. So it's a little less. So between $80 and $90 in margin, that margin has to, you do have to pay your cloud bills, right? So is that margin all being fed into your cloud bills?

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  21. On a hardware margin, we run a calculation. We might have to redo the math because yesterday literally after drop the lamp playground, the server crashed like multiple times. So we might need to redo the calculation. But again, first of all, in the beginning, we are making money. Now we have this more powerful features moving forward. I think I haven't heard a company that went bankrupt because they got a popular service that is so popular that they couldn't afford cloud bills, right? I think if you build a good product.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  22. smart. They are good on research. We are good on converting all the latest research into a piece of product that users can use today.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  23. And Google, but how can we play the game? We become partner of everyone, right? So R1 is hosting every single model, the latest model from these guys, and we offer their capabilities combined with our product analysis on the RabbitOS and all the features offered to our user. So there's no way we can compete over on a research perspective, but we should product fast, right? You saw OpenI just released the instant API, as they call it. I was actually invited to the meeting, but I'm launching the LAM playground yesterday, so I couldn't be there in person. But they're offering API for people to build an agent for it. But yesterday we dropped a LAM playground, which you can go to any website and just do it by voice. So I think competition is different magnitude. I think money is definitely important. We hope that we can raise more money, of course. But I think right now, if you talk about competition, we have to place

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  24. No, but I think talking about competition, money is one part of it. I've considered myself a veteran because I've done startup before. I know how it works. Certainly money is very important, probably most important in the early couple of years. But I think when we talk about competition, we ultimately want to ship products to consumers, right? Because the way I look at it is that people are not buying electricity. Electricity is basically controlled by here in California South California Edison, right? You have an address, you have to pay for it, regardless of how much it electrons you're using. But I think people are ultimately buying microwaves, cars, motorcycles, televisions. People are buying products powered by electricity. So research-wise, I can say very clear, we have at this moment of rabbit, there's no way that we can compete over open AI entropic and deep mind.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  25. A good question. I want to be accurate, but it's somewhere around 50 million total in the whole lifespan. Last part was 35 million led by Sun Venture and also host venture and Amazon Alexa Foundations. So last round was 35. And if you consider all the money together, I think it's around 50.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  26. In like one year per generation by default, regardless, right? Like we've seen that from the smartphone companies and annually released for all this stuff with minor changes. When we started designing the R1, the entire Rabbit OS runs out of cloud. That means that this piece of hardware, even though it's 199 and not the latest chips, is really capable of offloading the future features to this device. So I don't think R1 is like a one-year lifespan device. And so does our community thought. They think we can tweak so many things about it. So in that sense, we're not in a rush to drop another version of it, but we do have different phone factors in our mind at the moment.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  27. How it's going to look like, and you know, we have quick sketches here and there. And ultimately, I push the expert back for using the current color, which is the orange from RAL. We do have maybe like two or three projects in our mind, but I think by the end of this year, our current focus is to really get this lamb pushed to the next level. So yeah, stay tuned. I think one thing people will realize is that this team do hardware really quick because when we start sketching the R1, it was like last year back in November. And we introduced that by January and we start shipping by April. So if we want to launch the next project, it's going to be like roughly, I don't know, six to eight months timeframe, certainly not like a year or two. But that being said, I think I was having my own community voice chat yesterday. I was talking to people about the kernel R1 because I really don't like the current consumer electronics.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  28. Yeah, so the way we work together, obviously, this is not the first time we collaborate. We did the collaboration back in Raven. First of all, teenage engineer is my hero company. It's basically a fanboy dream become true story for me. I really appreciate their help over the years. The way that we work together is very intuitive. There are obviously many ways that consider to be like the proper way of designing a project like this. But I think we're out of the ordinary way of doing this. I can give you an example like back in the Raven, all we did is that we had probably two meetings in person, a couple of phone calls, no email, no text messages. We set up a secret Instagram account that we just share sketches and we just hit like on that Instagram account. And that's how we designed the previous Raylon project. This time it's even quicker. I think I shared this publicly. I think we spent like probably 10 minutes on deciding the

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  29. It's really flat in a sense. We have different departments. Obviously, the hardware ODM OEM, that part is in Asian. We have our ID team in collaboration with folks in Stockholm, teenage engineering in this case. And we do our own graphics and marketings, all that in-house. And then for the software part, we have the device team that they need to work with, the ODM OEM. And we have the cloud team, we have the AI team. That's basically how much team we have. And each team, there's obviously crossovers. And we basically work in project-based. So there is no really hierarchy, like crazy hierarchy going on. I mean, the biggest company I ever led was back in the Raven, I believe by the time we got acquired, we're like 250 people. So this is like still within my comfort zone to manage like 50-ish people. So yeah.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  30. We are primary and located in Santa Monica. We have a device team really great folks in the Bay Area, and we have a couple of research engineers here and there. So it's kind of like mostly in person, but somewhat hybrid system. And the way that we find our people is mostly by internal referring. So we're not spending money chasing for agents to do the hiring. Most of the good folks that we basically do internal recommendation.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  31. Most of the part is just engineers. We have a very small group of design hardware design or ID that we started from day one and most of the new folks are working on AI and infrastructure perspective like cloud. Basically we not only ship the hardware, we build the entire Red OS for it, right? So I think the major work is always going to be in the software part

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  32. At the current moment, where roughly around 50 people, 50 to 60 people, if we plus the interns. But when we started, the company was seven. And by the time we launched CES, we're 17. Just by growing the team within four or five months is quite a challenging job for me.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  33. Legal documentation process, but I think the biggest dream, what really makes us excited is like the generic part of it. It's like, can we build something that without pre-training, without knowing people want to do what? And they just tell whatever they want and will be able to be smart enough to handle all the tasks. So that's why we felt the opportunity was right and we started rabbit right after COVID. Yeah.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  34. If you remember like 10 years ago in Silicon Valley, everyone was talking about maybe in the future the entire operating system will be just HTML5s, right? But that didn't live quite long. So I think now when we're looking after 2020, like the API business is not really major business for most of the popular services. So we also want to take an evaluation of whether we can build a generic piece of agent technology, which is really hard. Because I believe the current AI is all generic. Obviously, there's a lot of people doing vertical stuff, right? You can build an agent for Excel, you can build an agent for.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  35. 10, 11 years ago, RavenTech, we were actually one of the first companies that we designed a cloud API structure that after the recognization, after understanding the query got sent into different APIs, the system has a detector to understand, oh, maybe you're looking for a restaurant on Yelp, maybe you want to play a song from this streaming software. But I guess 10 years ago, there's a great opportunity of APIs. There's a lot of companies working on APIs.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  36. definitely a new opportunity that when I saw the progress on the research side the transformer obviously I got a chance to try like chat gpt or gpt's api very early time we were really impressed because you know we felt the timing is right because being able to do something like r1 or you know more sci-fi java stuff you really need to figure out two parts from the back end one is that you want to make sure that by talking to the device the computer or device actually understand what you're talking about right which is the the transformer the large language model part but we believe at the around 2020 2021 we believe that the transformer is absolutely the right path that opening other companies are heading to we believe that portion has been solved will be solved so our focus immediately to shift to you know after this device can understand you can it actually help you do things and the company i started

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  37. No dream to chase this grand vision that you know, I guess me being this generation grow up, we watch so many sci-fi movies. There's AI stuff here and there. And I guess every geek wants to build their own JavaS at some point, right? So that's exactly how I started the RavenTech 11, 12 years ago. Back then, you know, we had this idea, we had this direction, but the technology back then, obviously there wasn't like GPU training, there wasn't transformer and stuff. So we worked really hard on the early days of voice dictation and NLP and LU, which is natural language processing and natural language understanding. So the technology wasn't there. We tried our best. We actually built entire cloud system and the hardware, which is similar to what we have in Rabbit today. But the phone factor was like more of a smart speaker as if we all know back in 10 years ago, everyone's chasing that phone factor. And ultimately, company got acquired. So it's not a new idea for myself, but it's

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  38. Jesse Liu, you're the founder and CEO of Rabbit. Welcome to Dakoter. Thank you, Nilai. Glad to be here. I'm very excited to talk to you. Rabbit is a fascinating company. The idea for the R1 product is fascinating. I think a lot of people think that something that looks like the R1 is the next evolution of smartphones or products or something. And then there's the company itself, which is really interesting. And you've got a connection to teenage engineering, which is one of our favorite companies here at the Verge. And you've got some news to share about opening up Rabbit's large action model so people can play with it and it's kind of an early version. I really want to talk about that. But let's start with Rabbit itself. The company has not been around that long, the R1 just started shipping six months ago. What is Rabbit? How'd the company start? So here's a little bit history of it. I actually started a company back in 2013, which is called RavenTech. We were at YC Winter 15 batch. And it's basically my purse.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  39. Many of them into a data center as possible. I wrote about Ario back then, I visited their offices in Brooklyn, I saw the antennas, I interviewed the CEO, the whole thing. Yeah, Ariel got sued by the TV networks. The case went to the Supreme Court in 2014, and you will note that Ario no longer exists. I don't know if Rabbit's another Ario, and I don't know how all these companies will react having robots browse their websites instead of people, and I certainly don't know how legal systems around the world will handle the inevitable lawsuits to come. I asked Jesse about all this, and you'll hear his answer. He thinks Rabbit will be so successful that all these companies will show up and want to make deals. I gotta say, I don't know about that either. I do know that this is a pretty intense and occasionally contentious interview. Jesse didn't back down, and that means we got pretty deep into it. Let me know what you think. Okay, Jesse Liu, the founder and CEO of Rabbit.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  40. How rabbit system works and whether or not it's durable, not just technically, which is challenging, but also from a business and legal perspective. After all, if rabbits' idea works and the lamb really does go out and browse websites for you, what's stopping companies like Spotify and DoorDash from blocking it? You might have a strong point of view here. Jesse certainly does. But at some point there's going to be a fight about this and it is not clear what's going to happen. Here, give me just a second to put this in historical context with an example. About a decade ago, a handful of startups all tried to stream broadcast television without permission or licenses by putting a bunch of TV antennas in a single location and then building apps to let people access them. This felt technically legal, but the difference between all of your customers having their own antennas and putting all those antennas in a single place and letting your customers access them over the internet. And some of these companies were seriously innovative. The most famous was a company called Aereo, which spent a ton of money designing specialized TV antennas the size of a nickel so they could pack as an

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  41. Websites and then literally click around to accomplish tasks on your behalf. There have been a lot of questions over the past 10 months about just how real Rabbit's lamb was, but the day before Jesse and I spoke, the company launched what it calls lamb playgrounds, which lets people actually use a bare bones version of the system, and it does indeed appear to be clicking around on the web, although it is obviously very early and it is very slow. So I wanted to know how Jesse planned to invest in the LAM and compete with all the other AI agents being announced that also promised to do things for you. For example, Microsoft just announced a new Agenty version of Copilot, and Apple's vision for the next generation of Siri is an AI agent, one that will run on the phone that you already have and have direct access to your phone apps and the data inside them. It's the same with Google and Android and Gemini, and even Amazon's rumored next generation of Alexa. This is major competition for startup, and Jesse talked about wanting to get out ahead of it. But what I really wanted to talk about.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT

  42. Hello and welcome to Decoder. I'm Neil I Patel, editor in chief of the Verge. And Decoder is my show about big ideas and other problems. Today I'm talking to Jesse Liu, the founder and CEO of Rabbit. It's a startup company that makes the adorable R1 AI gadget. It's a little handheld designed by superstar design firm Teenage Engineering. It's meant to be how you talk to Rabbits AI agent, which then goes off onto the internet and does things for you, from playing music on Spotify to ordering an Uber and even buying things from Amazon. Rabbit launched with a lot of hype at CES and then a big party in New York, but early reviews of the R1 device itself were universally bad. Our own David Pierce gave it a 3 out of 10 back in May saying most of the features don't work or don't even exist. And the core feature that didn't seem to exist was the most important of all. Rabbits' large action model, or lamb, which is meant to allow the system to open a web browser in the cloud and browse for you. The LAM is supposed to intelligently understand what it's looking at him.

    2024-10-07 · Decoder with Nilay Patel · Rabbit CEO Jesse Lyu isn't thinking too far ahead · IDENTIFIED FROM THE TRANSCRIPT