We have noticed Humane Pin and recognize its vision: to create a wearable device that seamlessly integrates into daily life as a super AI assistant. However, we also observe a core gap: the market is not lacking functional AI assistants, but rather a truly personal digital companion, akin to the relationship depicted in the movie "Her." We are more inclined towards a product that has emotional bonds, like an "electronic pet (Tamagotchi)," a digital presence that evolves as the user grows. This deep personalization endows the product with significant companionship value, rather than just technical execution capabilities. Moreover, we firmly believe that users' data ownership should be firmly in the hands of the users themselves, rather than controlled by third-party platforms.
Amiko is a leading project that follows this trend and is in an excellent position for the next evolution of personal AI. Against the backdrop of the rapid expansion of the global dedicated AI hardware market, which is predicted to grow from $21.2 billion in 2023 to $221 billion in 2032, with a compound annual growth rate of nearly 30%, Amiko stands out with its differentiated positioning. Unlike big tech companies, such as OpenAI's partnership with Apple, Jony Ive's new device design, which emphasizes centralized control and cloud dependency, Amiko uses a decentralized architecture that gives users full ownership and control over their data. This core concept underpins its full-stack technology solution: an emphasis on user sovereignty, a locally-first computing model, and an AI relationship system with emotional understanding. In an era of increasing privacy anxiety, Amiko has built a strong competitive differentiator with a strong focus on user safety and emotional connection.
Furthermore, Amiko is not a single AI agent, but serves as a coordination center between software and hardware, accommodating multiple AI agents to work together, making it truly integrated into users' daily lives. For example, users can primarily interact with Eliza, but can also integrate with other personalized agents to form a flexible and diverse AI ecosystem. This system effectively solves the pain points of centralized cloud AI, such as high latency, poor personality, and weak privacy, and provides a faster, safer, and more responsive AI experience.
Issues and Solutions
Current mainstream AI devices (especially those launched by large enterprises) have several structural defects: a high dependence on cloud infrastructure, uniform output, lack of continuous memory function, and absence of personalized expression and companionship, remaining in the role of a "tool" and struggling to establish user stickiness. The more fundamental issue is the lack of emotional interaction: what users truly desire is intelligent hardware that can create emotional connections. This is precisely why the "electronic pet-style evolution" model meets user needs—users want to cultivate an AI companion that understands them and evolves gradually.
The Humane AI Pin provides a representative counterexample. Although it has attracted industry attention and capital support, from the actual data, its total life cycle sales are only slightly more than 9 million US dollars, and more than 1 million US dollars of products have been returned. In the key months, the number of returns even exceeded the sales volume, and the actual number of units in the market was only about 7,000 units, far below the original target of 100,000 units. This shows that if a closed, centralized, and emotionally devoid AI device attempts to replace smartphones, it is difficult for its products to form a deep connection with users.
Even more advanced strategies, such as OpenAI's integration with Apple's systems (e.g., Siri/iOS) or partnering with Jony Ive to develop new AI hardware, have validated the market's potential, but still face key shortcomings: these solutions are still cloud-centric, user data is easily controlled by the platform, and AI agents lack personal evolution and ownership. This kind of strategy emphasizes computing power and functional output, but it cannot provide the path of user sovereignty and emotional evolution that Amiko emphasized.
In contrast, Amiko offers a complete, systematic alternative: a personal AI framework built on the foundation of decentralized computing and hardware autonomy. Its initial form, Kick, will ensure data privacy and processing efficiency through a distributed computing power network, and then use Brain as the home hub to achieve complete local AI inference processing, truly realizing device autonomy and data sovereignty. This path not only takes into account the pace of the market, but also can quickly verify the product experience, and establish a paradigm for the widespread implementation of local AI devices in the future.
Product Composition
Hardware: including portable device Kick and home device Brain, serving as the physical carriers and computation for AI agents.
Platform software: includes local inference engine, structured memory system, and agent coordination framework, building an AI experience with emotional awareness capabilities.
Companionship: Supports various AI agents with emotional recognition and expression capabilities, such as Eliza, to achieve personality connection and companionship interaction.
Autonomy: Supports a digital twin that grows alongside users, continuously evolving without relying on a specific agent, forming a unique digital individual.
Technology and Architecture
The Amiko architecture is centered around user sovereignty and data privacy, resulting in significant architectural advantages over centralized platforms. In the Kick phase, AI reasoning is based on a decentralized network, ensuring that data processing does not leave the local environment; in the Brain phase, all data will be processed on the device side, truly achieving "local autonomy."
Core technology components include:
Local Language Model: Kick runs a lightweight model, while Brain runs a fine-tuned model, achieving edge-side deployment.
Memory Engine: Equipped with structured long-term memory capability, simulating human cognitive processes, private local storage
Multi-Agent Coordination Layer: Supports multiple AI working collaboratively, with the main agent scheduling customized by the user.
Personalized Agreement: Supports users to define the tone style of the agent, interaction methods, and degree of autonomy.
MCP Protocol: Ensures that agents have access rights to local applications and tools while ensuring that data is not leaked.
Core Ternary Structure
Amiko is built on three core elements that interact and collaborate with each other to achieve a highly personalized AI usage experience:
AI Agents: Diverse AI partners like Eliza, AIxBT, etc., with different personalities and functions, providing users with task management, communication support, and goal assistance.
Digital Twin: A personalized AI avatar generated during continuous interaction, which deeply understands user preferences, habits, and behavior patterns, truly representing the user, and owned by the user with all its training data, capable of collaborative use across different platforms.
User Entity: Users have full control and can define the boundaries of their twin bodies, choose the composition of agents, ensuring that the system always serves individual values and needs.
Market Opportunities
With the migration of AI products to the hardware side, users' demand for personalization, privacy control, and long-term companionship is increasing. Amiko's multi-agent, decentralized, privacy-first architecture has the potential to scale across scenarios, covering core needs such as productivity, health management, learning, and social communication. Compared to other AI systems that rely on existing platforms or centralized solutions, Amiko is more flexible, adaptable, and has the ability to build user loyalty.
Development Path and Future Potential Amiko's development path is clear, and the interactive experience and user feedback will be verified through Kick in the early stage, and the initial construction of the ecosystem will be guided. Subsequently, Brain will be used to realize full-end autonomy and high-performance local model deployment, fully carrying the operation of the digital twin. At the same time, it will launch the iteration of supporting application functions, open the agency market mechanism, and introduce ecological incentives and multi-level data protection protocols. This development rhythm is highly consistent with the evolution trend of AI hardware, providing a realistic landing point for future personal AI operating systems.
Conclusion
At Ryze Labs, we focus on investing in underlying technology architectures that reshape the human-machine relationship and the boundaries of computing. Amiko's product vision, technology path, and emotional philosophy form the prototype of a new generation of personal AI systems. The team has demonstrated efficient execution, a clear roadmap, and a commitment to principled values (privacy, user control, long-term companionship). In the current market trend of significantly increasing demand for data sovereignty and AI personalization, Amiko provides an alternative path from existing tool-based AI or enterprise assistants. With the edge computing architecture, emotional AI framework, and decentralized control concept, Amiko has built a dual moat of emotional barriers and technical barriers. We believe Amiko is redefining the personal AI category: emphasizing presence over suggestion, context over convenience, and relationship building over function mobilization. In the AI world full of enterprise assistants, Amiko is the AI companion that truly belongs to the user himself – and will grow with the user.
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The content is for reference only, not a solicitation or offer. No investment, tax, or legal advice provided. See Disclaimer for more risks disclosure.
Investment Thesis: Amiko - Your personal AI, controlled by you and evolving together.
We have noticed Humane Pin and recognize its vision: to create a wearable device that seamlessly integrates into daily life as a super AI assistant. However, we also observe a core gap: the market is not lacking functional AI assistants, but rather a truly personal digital companion, akin to the relationship depicted in the movie "Her." We are more inclined towards a product that has emotional bonds, like an "electronic pet (Tamagotchi)," a digital presence that evolves as the user grows. This deep personalization endows the product with significant companionship value, rather than just technical execution capabilities. Moreover, we firmly believe that users' data ownership should be firmly in the hands of the users themselves, rather than controlled by third-party platforms.
Amiko is a leading project that follows this trend and is in an excellent position for the next evolution of personal AI. Against the backdrop of the rapid expansion of the global dedicated AI hardware market, which is predicted to grow from $21.2 billion in 2023 to $221 billion in 2032, with a compound annual growth rate of nearly 30%, Amiko stands out with its differentiated positioning. Unlike big tech companies, such as OpenAI's partnership with Apple, Jony Ive's new device design, which emphasizes centralized control and cloud dependency, Amiko uses a decentralized architecture that gives users full ownership and control over their data. This core concept underpins its full-stack technology solution: an emphasis on user sovereignty, a locally-first computing model, and an AI relationship system with emotional understanding. In an era of increasing privacy anxiety, Amiko has built a strong competitive differentiator with a strong focus on user safety and emotional connection.
Furthermore, Amiko is not a single AI agent, but serves as a coordination center between software and hardware, accommodating multiple AI agents to work together, making it truly integrated into users' daily lives. For example, users can primarily interact with Eliza, but can also integrate with other personalized agents to form a flexible and diverse AI ecosystem. This system effectively solves the pain points of centralized cloud AI, such as high latency, poor personality, and weak privacy, and provides a faster, safer, and more responsive AI experience.
Issues and Solutions
Current mainstream AI devices (especially those launched by large enterprises) have several structural defects: a high dependence on cloud infrastructure, uniform output, lack of continuous memory function, and absence of personalized expression and companionship, remaining in the role of a "tool" and struggling to establish user stickiness. The more fundamental issue is the lack of emotional interaction: what users truly desire is intelligent hardware that can create emotional connections. This is precisely why the "electronic pet-style evolution" model meets user needs—users want to cultivate an AI companion that understands them and evolves gradually.
The Humane AI Pin provides a representative counterexample. Although it has attracted industry attention and capital support, from the actual data, its total life cycle sales are only slightly more than 9 million US dollars, and more than 1 million US dollars of products have been returned. In the key months, the number of returns even exceeded the sales volume, and the actual number of units in the market was only about 7,000 units, far below the original target of 100,000 units. This shows that if a closed, centralized, and emotionally devoid AI device attempts to replace smartphones, it is difficult for its products to form a deep connection with users.
Even more advanced strategies, such as OpenAI's integration with Apple's systems (e.g., Siri/iOS) or partnering with Jony Ive to develop new AI hardware, have validated the market's potential, but still face key shortcomings: these solutions are still cloud-centric, user data is easily controlled by the platform, and AI agents lack personal evolution and ownership. This kind of strategy emphasizes computing power and functional output, but it cannot provide the path of user sovereignty and emotional evolution that Amiko emphasized.
In contrast, Amiko offers a complete, systematic alternative: a personal AI framework built on the foundation of decentralized computing and hardware autonomy. Its initial form, Kick, will ensure data privacy and processing efficiency through a distributed computing power network, and then use Brain as the home hub to achieve complete local AI inference processing, truly realizing device autonomy and data sovereignty. This path not only takes into account the pace of the market, but also can quickly verify the product experience, and establish a paradigm for the widespread implementation of local AI devices in the future.
Product Composition
Hardware: including portable device Kick and home device Brain, serving as the physical carriers and computation for AI agents.
Platform software: includes local inference engine, structured memory system, and agent coordination framework, building an AI experience with emotional awareness capabilities.
Companionship: Supports various AI agents with emotional recognition and expression capabilities, such as Eliza, to achieve personality connection and companionship interaction.
Autonomy: Supports a digital twin that grows alongside users, continuously evolving without relying on a specific agent, forming a unique digital individual.
Technology and Architecture
The Amiko architecture is centered around user sovereignty and data privacy, resulting in significant architectural advantages over centralized platforms. In the Kick phase, AI reasoning is based on a decentralized network, ensuring that data processing does not leave the local environment; in the Brain phase, all data will be processed on the device side, truly achieving "local autonomy."
Core technology components include:
Local Language Model: Kick runs a lightweight model, while Brain runs a fine-tuned model, achieving edge-side deployment.
Memory Engine: Equipped with structured long-term memory capability, simulating human cognitive processes, private local storage
Multi-Agent Coordination Layer: Supports multiple AI working collaboratively, with the main agent scheduling customized by the user.
Personalized Agreement: Supports users to define the tone style of the agent, interaction methods, and degree of autonomy.
MCP Protocol: Ensures that agents have access rights to local applications and tools while ensuring that data is not leaked.
Core Ternary Structure
Amiko is built on three core elements that interact and collaborate with each other to achieve a highly personalized AI usage experience:
AI Agents: Diverse AI partners like Eliza, AIxBT, etc., with different personalities and functions, providing users with task management, communication support, and goal assistance.
Digital Twin: A personalized AI avatar generated during continuous interaction, which deeply understands user preferences, habits, and behavior patterns, truly representing the user, and owned by the user with all its training data, capable of collaborative use across different platforms.
User Entity: Users have full control and can define the boundaries of their twin bodies, choose the composition of agents, ensuring that the system always serves individual values and needs.
Market Opportunities
With the migration of AI products to the hardware side, users' demand for personalization, privacy control, and long-term companionship is increasing. Amiko's multi-agent, decentralized, privacy-first architecture has the potential to scale across scenarios, covering core needs such as productivity, health management, learning, and social communication. Compared to other AI systems that rely on existing platforms or centralized solutions, Amiko is more flexible, adaptable, and has the ability to build user loyalty.
Development Path and Future Potential Amiko's development path is clear, and the interactive experience and user feedback will be verified through Kick in the early stage, and the initial construction of the ecosystem will be guided. Subsequently, Brain will be used to realize full-end autonomy and high-performance local model deployment, fully carrying the operation of the digital twin. At the same time, it will launch the iteration of supporting application functions, open the agency market mechanism, and introduce ecological incentives and multi-level data protection protocols. This development rhythm is highly consistent with the evolution trend of AI hardware, providing a realistic landing point for future personal AI operating systems.
Conclusion
At Ryze Labs, we focus on investing in underlying technology architectures that reshape the human-machine relationship and the boundaries of computing. Amiko's product vision, technology path, and emotional philosophy form the prototype of a new generation of personal AI systems. The team has demonstrated efficient execution, a clear roadmap, and a commitment to principled values (privacy, user control, long-term companionship). In the current market trend of significantly increasing demand for data sovereignty and AI personalization, Amiko provides an alternative path from existing tool-based AI or enterprise assistants. With the edge computing architecture, emotional AI framework, and decentralized control concept, Amiko has built a dual moat of emotional barriers and technical barriers. We believe Amiko is redefining the personal AI category: emphasizing presence over suggestion, context over convenience, and relationship building over function mobilization. In the AI world full of enterprise assistants, Amiko is the AI companion that truly belongs to the user himself – and will grow with the user.