After raising $200 million from investors, Humane has only sold $9 million worth of products and has received $1 million in returned products.
after the predictable failure of the Rabbit R1, it feels like we’ve heard relatively nothing about the Humane AI Pin, which released first but was rapidly overshadowed by the R1’s shittiness. as it turns out, the reason why we haven’t heard much about the Humane AI pin is because it’s fucked:
Between May and August, more AI Pins were returned than purchased, according to internal sales data obtained by The Verge. By June, only around 8,000 units hadn’t been returned, a source with direct knowledge of sales and return data told me. As of today, the number of units still in customer hands had fallen closer to 7,000, a source with direct knowledge said.
it’s fucked in ways you might not have seen coming, but Humane should have:
Once a Humane Pin is returned, the company has no way to refurbish it, sources with knowledge of the return process confirmed. The Pin becomes e-waste, and Humane doesn’t have the opportunity to reclaim the revenue by selling it again. The core issue is that there is a T-Mobile limitation that makes it impossible (for now) for Humane to reassign a Pin to a new user once it’s been assigned to someone.
and the depressing part is, I’m pretty sure that unlike the R1 this thing won’t have any off-label use cases as a weird hackable gadget or an Android cyberdeck for big Teenage Engineering fans
I've been hoping I can pick one up off the salvage market when they inevitably close doors. I don't give a shit about the AI part of it but I think the form factor could be fun to play with; for like $25 though.
I sometimes dream of having a display shelf of doomed, terrible tech products. A Nexus Q, a Google Glass, an R1, an AI Pin, a CueCat… you get the idea.
there is a T-Mobile limitation that makes it impossible (for now) for Humane to reassign a Pin to a new user once it’s been assigned to someone. One source said they don’t believe Humane has disposed of the old Pins because “they’re still hopeful they can solve this problem eventually.”
I wonder if the Pins make a beeping sound when they run low on battery. And somewhere there's a vault of dead Pins that echoes with the beep... beep... beeps... that the flawed unwanted devices make to one another. For every one that dies, another two are brought in. And as Executives are forced from their posts, before completing their offboarding, they are forced to sit in that warehouse for an hour.
I haven't read into it at all so treat this as pure speculation, but from context: the t-mo thing sounds/smells like MNO lock on the SIM service. a lot of operators offer subset-services type products (e.g. SIMs with only data services, SIMs that only work within a specific localized network, etc etc), and I could see this maybe having been launched with something like that
I'm unfortunately not current enough on the technical implementation of eSIM (especially wrt issuance and HLR interaction) to make a guess as to how this would impact if it were eSIM vs hard SIM
I’ll see what I can find for longer form stuff! the Marques Brownlee review is of course recommended listening if you haven’t yet — he really tore into the thing in a way they never recovered from. I haven’t given it a listen myself, but it looks like the 404media podcast discussed some of the articles they wrote tearing the AI Pin down, which were quite good