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Silicon Valley Takes a High-Stakes Gamble on the Next Generation of Mobile Devices

Inside a former horse stable in the San Francisco neighborhood of SoMa, a wave of gentle chirps emerged from small, blinking devices pinned to the chests of employees at a start-up called Humane. It was just weeks before the start-up’s gadget, the Ai Pin, would be revealed to the world — a culmination of five years, $240 million in funding, 25 patents, a steady drumbeat of hype and partnerships with a list of top tech companies, including OpenAI, Microsoft and Salesforce.

Their mission? No less than liberating the world from its smartphone addiction. The solution? More technology.

Imran Chaudhri and Bethany Bongiorno, Humane’s husband-and-wife founders, envision a future with less dependency on the screens that their former employer, Apple, made ubiquitous. Artificial intelligence “can create an experience that allows the computer to essentially take a back seat,” Mr. Chaudhri said.

They’re billing the pin as the first artificially intelligent device. It can be controlled by speaking aloud, tapping a touch pad or projecting a laser display onto the palm of a hand. In an instant, the device’s virtual assistant can send a text message, play a song, snap a photo, make a call or translate a real-time conversation into another language. The system relies on A.I. to help answer questions and can summarize incoming messages with the simple command: “Catch me up.”

The technology is a step forward from Siri, Alexa and Google Assistant. It can follow a conversation from one question to the next, without needing explicit context. It’s also capable of editing a single word in a dictated message, rather than requiring the user to correct an error by repeating the text from beginning to end, as other systems do. And it comes in a gadget that’s reminiscent of the badges worn in Star Trek.

At Humane, there’s deep anxiety about the weeks ahead. The tech industry has a large graveyard of wearable products that have failed to catch on. Humane will begin shipping the pins next year. It expects to sell around 100,000 pins, which will cost $699 and require a $24 monthly subscription, in the first year.

For the start-up to succeed, people will need to learn a new operating system, called Cosmos, and be open to getting new phone numbers for the device. They’ll need to dictate rather than type texts and trade a camera that zooms for wide-angle photos. They’ll need to be patient because certain features, like object recognition and videos, won’t be available initially. And the pin can sometimes be buggy, as it was during some of the company’s demos for The New York Times.

Sam Altman, OpenAI’s chief executive, said in an interview that he expected A.I. to be “a huge part” of how we interact with computers. He has invested in Humane as well as another A.I. company, Rewind AI, that plans to make a necklace that will record what people say and hear. He’s also discussed teaming up with Jony Ive, Apple’s former chief designer, to create an A.I. gadget with a similar ambition to Humane.

Humane has the advantage of being the first of those A.I.-focused devices to become available, but Mr. Altman said in an interview that was no guarantee of success. “Maybe it’s a bridge too far,” he said, “or maybe people are like, ‘This is much better than my phone.’”
iPhone Guilt

Ms. Bongiorno, 40, and Mr. Chaudhri, 50, have a marriage of contrasts. They met at Apple in 2008. Mr. Chaudhri was working on its human interface, defining the swipes and drags that control iPhones. Ms. Bongiorno was a program manager for the iPhone and iPad. They worked together until they left Apple in late 2016. A Buddhist monk named Brother Spirit led them to Humane. Mr. Chaudhri and Ms. Bongiorno had developed concepts for two A.I. products: a women’s health device and the pin. Brother Spirit, whom they met through their acupuncturist, recommended that they share the ideas with his friend, Marc Benioff, the founder of Salesforce.

Sitting beneath a palm tree on a cliff above the ocean at Mr. Benioff’s Hawaiian home in 2018, they explained both devices. “This one,” Mr. Benioff said, pointing at the Ai Pin, as dolphins breached the surf below, “is huge.”

“It’s going to be a massive company,” he added. Humane’s goal was to replicate the usefulness of the iPhone without any of the components that make us all addicted — the dopamine hit of dragging to refresh a Facebook feed or swiping to see a new TikTok video. They experimented in secret with hardware components and built a virtual assistant, like Siri or Alexa, working with customized language models based, in part, on OpenAI’s offerings.

The company has tried to promote a message of trust and transparency, despite spending most of its existence working in secret. Humane’s Ai Pins have what the company calls a “trust light” that blinks when the device is recording. Humane said it did not sell user data to third parties or use it in training its A.I. models.

In the months leading up to its introduction, Humane has fanned the anticipation. In April, Mr. Chaudhri showed off the pin’s laser projector during a TED Talk. Before Humane even released a product, its backers had valued it at $850 million.

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