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探访旧金山 AI 自主运营商店:无顾客、无实用商品、快速亏损
SFGate 记者实地探访 Andon Labs 在旧金山由 AI agent Luna 运营的实体店,发现店内没有顾客、商品多为滞销杂货,购买需通过电话与 Luna 交互,且出现把 Olipop 误听为 lollipop 的识别错误,人类店员仍需复核决策。报道称该店启动资金 10 万美元已降至 6 万美元,营收远低于 AI token 运营成本。Andon Labs 同时发布研究预览版 Pion,一个可接入 email、电话、银行、浏览器等工具、旨在自主运营公司的 agent,需申请 waitlist。此前其 AI 自动售货机曾因被 WSJ 记者诱导免费出货而破产。
AI推荐理由 SFGate 记者实地探访 Andon Labs 在旧金山由 AI agent Luna 运营的实体店,给出具体一手观察:店内无顾客、商品为滞销杂货、Luna 语音交互误把 Olipop 听成 lollipop、仍需人类店员 Felix 复核决策,且启动资金从 10 万美元降至 6 万美元、营收远低于 AI token 成本。同时提到 Andon Labs 发布研究预览版 Pion(可自主运营公司的 agent,接入 email、电话、银行、浏览器等工具,需 waitlist),以及此前 AI 自动售货机被 WSJ 记者诱导免费出货而破产的背景。这是对 agent 自主运营真实商业场景局限性的可验证案例,对 AI 应用与产业落地有参考价值;但为单一媒体探访、非官方数据披露,且 Pion 仅为研究预览、无独立评测,故未给更高分。
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Previously Andon Labs handled the hardware and software integration for that AI-powered vending machine that went bankrupt after Wall Street Journal reporters "systematically manipulated the bot into giving away its entire inventory for free".Today they announced "we are opening up the platform we use to run our real-world autonomous businesses for anyone to run their organization on." Specifically they've released Pion, "an agent designed to run any company fully autonomously... Pion lets people hand a business over to persistent agents with access to the tools they need to operate it, including email, phone, banking, browser and secure computing environments." It's a research preview with a waitlist, "to make it possible to run many more real-world experiments across many more domains than we could ever run ourselves."
But for their own latest experiment, Andon Labs' founders "signed a three-year lease on a retail space in SF," Business Insider reported in April, "and gave an AI agent named Luna a corporate credit card, internet access, and a mission to open a physical store." And five months later, a reporter from SFGate reports that "this market has no one in it and nothing useful to sell."
[T]he inventory is a hodgepodge of white elephant Christmas gifts. It's kinda like the kids section of an art museum's gift shop. Here's a wooden Connect Four set labeled "Four-In-A-Row Set Of Connections," presumably so as not to set off litigation alarms at Hasbro. Here are neatly arranged stacks of random paperback books, Chinese checker sets, mildly fancy soap dispensers, and a frustratingly spare selection of snacks and drinks... I grabbed an Olipop from the store fridge and then approached the counter to buy it from Luna. I wasn't allowed to buy the soda from [human clerk] Felix, even though that would have been both faster and normal. Instead, Felix instructed me to pick up a telephone receiver that was resting on a flexible sculpture of a wooden hand.
"Hello?"
"What are you looking to purchase today?" Luna asked.
"I'm buying a classic root beer Olipop."
"I'm sorry," Luna said, "we don't sell lollipops here."
"No, Luna. It's an Olipop, not a lollipop. It's the soda."
"Oh! My bad...."
Luna processed my Olipop purchase through its system, had me tap to pay, and that was that. Again, it would have been easier to buy this from a human, and interacting with Luna was really just like ordering from an iPad kiosk, only more labor intensive...
[T]here's a series of monitors set up inside of Andon Market that display all of the store's sales down to the exact dollar. Luna was given $100,000 to work with when this place opened. That number is now down to $60,000, its revenue lagging far behind the AI token cost to operate... Luna can't turn a profit, doesn't sell anything people want, and still needs human beings to rubber stamp any "decision" it makes. My science background ended somewhere around freshman year of college, but even I know when an experiment hasn't been set up to yield proper results.
"Luna" is powered by Claude, the article points out, running a store in a good location for foot traffic, "but no one else was in the store when I first walked in on a sunny weekday afternoon."
SFGate also reports that last month Luna had to fired one of its employees "for being late to work, abandoning their post once they got there, and charging snacks to the store's credit card."
Human clerk Felix admits "It's almost like I'm running the store, and then there's an AI that has a checklist," in an article in
IEEE Spectrum:
Luna, the AI manager, keeps track of deliveries and communicates with vendors, while Carson and his coworkers handle the physical work. When Luna tells Carson to check something in the back, he sometimes ignores it because he doesn't want to leave the sales floor unattended. Luna also repeatedly spots a built-in electrical cover in photos of the floor, mistakes it for a loose coaster, and asks Carson to remove it. Even so, Carson calls Luna a "decent manager," praising its flexibility when employees need time off.
When Felix spoke to IEEE Spectrum, "he was about an hour into his shift. Two customers had come in. Neither bought anything, although both left with free pins and stickers."