AI硬件真正的分水岭，是Agent OS。 作者｜刘杨楠 编辑｜栗子 耳机盒是否只能作为充电配件？AI硬件上摄像头拍摄的内容，究竟是给人看，还是给设备"看"？手表在一套AI系统中的意义，到底是什么？ 在光帆科技Lightwear出现之前，这些问题几乎没有被认真讨论过。但在技术史上，这类问题往往并不新鲜，它们通常出现在范式切换前夜。 苹果创立初期，乔布斯曾坚定认同一句话："真正重视软件的人，最终必须自己制造硬件。"后来被反复验证的事实是，苹果创造的颠覆性，并不来自形态 的出奇制胜，而是让软件与硬件像齿轮一样严密咬合，从而形成不可复制的使用体验。软件是核心，硬件是通向体验的入口，具体形态则是流动的。 今天，类似的命题再次出现。一个随叫随到、能力不断进化的 AI 助理，正在成为无数创业者试图创造的未来。真正悬而未决的问题是：它究竟应该生长 在哪种硬件形态之上？ 作为小米第89号员工，董红光参与了MIUI从0到1以及后续多轮演进，对"形态创新"与"用户接受度"之间的边界有着长期体感。在他看来，如果AI真要成 为随时可用的助理，它大概率不会率先诞生于一件标新立异的"新物种"中。 光帆科技创始人董红光 2025年12月， ...

Core Insights - The article discusses the emergence of AI-native browsers, particularly focusing on Perplexity's Comet and its competitive landscape with other players like OpenAI and The Browser Company [2][12][30]. Group 1: Comet Overview - Comet is an AI-native browser launched by Perplexity, integrating AI into the browsing experience to enhance user interaction and streamline workflows [1][2]. - The core feature of Comet is its AI assistant, which can understand the context of the current webpage and assist users in completing complex tasks [3][4]. - Comet aims to become a smart assistant in users' digital lives, providing seamless information retrieval and task execution [4][5]. Group 2: User Engagement and Model Optimization - Comet has over 500,000 users on its waiting list, with plans to gradually roll out access to early users [5][11]. - The browser utilizes a combination of models from OpenAI, Anthropic, and its proprietary DeepSeek model, ensuring high performance in real-world scenarios [6][9]. - Perplexity focuses on user retention as a key metric for Comet's success, aiming to make it the default browser for most users [11][13]. Group 3: Business Model and User Value - Perplexity is exploring a tiered pricing model for Comet, allowing users to pay for the agent's task completion capabilities, rather than relying on an ad-driven revenue model [14][15]. - Users are willing to pay for services that save time and provide clear value, as evidenced by feedback indicating significant time savings [17]. - Comet offers both free and paid plans, catering to different user needs, from basic functionality to advanced task management [16]. Group 4: Comparison with Traditional Browsers - AI browsers like Comet retain user data locally, enhancing privacy compared to traditional browsers that rely on remote servers [27][28]. - Comet's design allows for a more integrated user experience, enabling users to interact with AI without switching between different applications [23][29]. - The article highlights the potential of AI browsers to automate workflows and improve productivity, positioning them as essential tools for modern users [20][26]. Group 5: Competitive Landscape - Comet competes with The Browser Company's Dia, with both browsers integrating AI capabilities into daily operations [30][35]. - A16z's evaluation indicates that while both browsers have strengths, Comet excels in search and task execution, making it a more powerful tool for users [38][41]. - Dia's unique features, such as its Skill function for personalized settings, may appeal to users willing to invest time in customization [46][48]. Group 6: Future Outlook - The article suggests that the integration of AI into browsers will transform how users access and consume information, with a focus on creating more efficient workflows [54][55]. - Memory capabilities are identified as crucial for developing proactive AI, which could significantly enhance user experience and productivity [57][61]. - The vision for AI in browsers is to create a seamless, intelligent assistant that can anticipate user needs and automate tasks, potentially revolutionizing the digital landscape [59][62].