The AI track has once again shown a signal of "moving from software to hardware"📊

Former OpenAI Codex team engineer Daniel Edrisian announced his departure to start a business, founding AI hardware company Blackstar Computers, and has completed a $12 million seed round of funding.
This round of investment lineup is also very valuable👇
👉 Led by Abstract
👉 Participated by SV Angel, Naval Ravikant, Chapter One, Timeless

💡 What this company is doing is very critical:
👉 No longer just developing AI software
👉 But trying to reconstruct "the computing device itself"
The goal is to start from three layers:
• Hardware
• Software
• Human-computer interaction methods
Simply put: not optimizing AI, but rewriting "how humans and AI use machines."

📌 Current team status:
• About an 8-person small team
• Distributed in San Francisco + Shenzhen
• No product released yet
But the direction is already very clear:
👉 Redo computing experience from the operating system level

📈 Potential benefits for the tech/crypto industry:
• AI + hardware integration could spawn a new generation of computing platforms🚀
• Upgrading human-computer interaction benefits on-chain applications, wallets, and identity systems evolution
• Infrastructure innovation, which may long-term spill over into the Web3 ecosystem
• Continuous capital inflow indicates that the AI track is still in an expansion cycle

⚠️ But the risks are also very real:
• Still in early stages, no product validation
• "Reconstructing computing" is a high-risk narrative, with a long cycle
• Hardware + system-level innovation, rapid burn rate
• AI hype may lead to valuation surges ahead of actual deployment

🧠 My view:
The true signal released by such projects is not "another AI startup," but 👇
👉 AI competition is shifting from "model capability" to "computing entry points."
Who controls the interaction layer may control the next generation of application distribution methods.

📌 In one sentence:
When AI begins to move from software to hardware, it is essentially a contest for the "entry rights" between humans and computers⚙️