Nothing has secured $200 million in funding at a $1.3 billion valuation to develop its own AI-native operating system that will initially launch on smartphones, audio products, and smartwatches. CEO Carl Pei envisions a radically personalized OS where AI agents handle tasks proactively, with the company’s first AI-native devices launching as early as 2026.
What you should know: Nothing’s new OS will fundamentally reimagine how people interact with devices through hyper-personalization and AI automation.
- The operating system will be “significantly different” from current platforms, designed to know users deeply and adapt interfaces based on context and needs.
- AI agents will execute tasks on behalf of users once they confirm intent, handling non-essential activities so people can focus on what matters most to them.
- The company plans to create “a billion different operating systems” rendered for a billion different people, moving away from today’s one-size-fits-all approach.
The rollout strategy: Nothing will start with existing device categories before expanding to emerging technologies.
- Initial deployment will focus on smartphones, audio products, and smartwatches—devices people already use daily.
- Future expansion will include smart glasses, humanoid robots, electric vehicles, and other emerging form factors.
- The company continues using Android in the interim, with an Android 16 update announcement coming soon.
What they’re saying: Pei outlined his vision for AI-native devices that respond to user needs in real-time.
- “A new class of AI-native devices will emerge. Products that are available to the user at the moment of need, paired with intelligence that turns understanding into action,” he explained.
- “This is a very exciting time, imagining devices that capture context across modalities and generate interfaces on demand, shaped by what the user is trying to accomplish.”
The bigger picture: Nothing sees smartphones as just the starting point for a broader ecosystem transformation.
- While smartphones remain “the only device shipping at billion-unit scale each year,” Pei predicts “we’ll all be carrying an additional device that will be just as important” soon.
- The company has been “hard at work imagining what this future could look like” and expects to launch its first AI-native devices next year.
Why this matters: Nothing’s ambitious OS project represents a significant bet on AI fundamentally changing how people interact with technology, potentially challenging established players like Google and Apple in the mobile operating system space.
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