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The startup Humane is pivoting its artificial intelligence strategy by attempting to expand its CosmOS operating system beyond its struggling AI Pin wearable device into other consumer electronics and vehicles.

Current strategy shift: Humane has released a promotional video showcasing its CosmOS operating system running on various devices including cars, TVs, smart speakers, and smartphones.

  • The demonstration video shows CosmOS performing tasks like controlling smart home features, providing sports statistics, and managing calendar appointments
  • The company includes a disclaimer that the video contains “simulated experiences” and “working prototypes”
  • All shown features and specifications may be subject to change according to the fine print

Technical capabilities: CosmOS aims to provide AI agent functionality across different devices and platforms.

  • The system can perform tasks like adjusting home temperature settings through car interfaces
  • It demonstrates natural language processing abilities by handling recipe queries and email management
  • The platform appears designed to enable cross-device communication and task coordination

Development status: Humane’s software development kit (SDK) for CosmOS remains in early stages with limited public access.

  • The company has launched a sign-up form for potential developers but hasn’t announced when the SDK will be widely available
  • No official partnerships have been revealed, as evidenced by blurred logos in demonstration videos
  • The company has not provided specific examples of third-party manufacturers implementing CosmOS

Business context: This pivot comes amid significant challenges for Humane’s hardware business.

  • The AI Pin, Humane’s flagship product, has faced poor market reception with returns exceeding sales
  • The company reduced the AI Pin’s price within six months of its launch
  • Reports indicate Humane has explored potential acquisition options, with HP previously considered as a possible buyer

Market implications: Humane’s attempt to position CosmOS as a universal AI operating system faces significant hurdles and uncertainty.

  • The lack of confirmed manufacturing partners suggests the platform may still be in early developmental stages
  • The strategy shift from hardware to software platform provider indicates a search for a more sustainable business model
  • Success will likely depend on attracting established device manufacturers and proving the system’s practical value beyond existing AI assistants

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