What they built LightSail Tech (光帆科技) is building AI wearables powered by what founder Dong Hongguang calls an "Agent OS"—an operating system layer designed to orchestrate AI agents running on wearable devices. Still in stealth mode with no public website, the company's product-first approach signals serious engineering ambition over hype cycles. The strategic bet is architectural: as foundation models commoditize, the battleground shifts from raw AI capability to interface control. Agent OS aims to be the layer between users and their AI agents—deciding which agent activates when, how context flows between devices, and which hardware becomes the default input surface for ambient computing. Think of it as iOS for the agent era, but purpose-built for wearables rather than retrofitted from smartphone paradigms. ## The founder and the money Dong Hongguang was Xiaomi's 89th employee and led MIUI/OS development for 14 years—the software layer that differentiated Xiaomi in China's brutal…