Dabba Townhall · November 2026

Townhall 31.

The recording lost its audio, so here's the deck itself, with your questions answered on the slides they belong to. Scroll through, open the questions on any slide, or search them all.

Questions are paraphrased from the Discord chat and the list sent in before the call. Answers are written up by the team, not a transcript.

01 · The network

Leaner. Efficient. Profitable.

Prune the network. Still at it.

Contracts that cost more than they earn don't renew.

Hotspot owner rewards are not affected.

If a hotspot looks dead, it gets replaced as this process completes.

And room to focus on the community and the OS.

02 · Why the refocus

WiFi grows one connection at a time. An OS ships everywhere.

WiFi

A local operator, a cable, and 18 to 36 months to pay back. For every connection.

The OS

Same product, any country. Nothing to lay, and no token to wait on.

Beyond DePIN, into a market AI moves forward every day.

One line of revenue becomes three

Broadband Hardware Subscriptions

03 · What's new

Live since Townhall 30.

Buybacks

$500 a day, on average.

Some days more, some days less. Reviewed every 15 to 30 days.

FumDYqLAyM6Qq9zhaoWSiW96C4AWRuUNnDg1Eb3PPVYb

Unstaking

Stake ends. Start the claim. 24 hours later, send it to your wallet.

The wait is a security check.

Retroactive drop

5,886 DBT per locked hotspot.

This continues monthly, at about 1,130 DBT per locked hotspot.

04 · Tokenomics

Where the tokens went.

327M

Emitted since April

121M

Burned

196M

To hotspot owners

Owners get theirs through mainnet rewards, staking or the retroactive drop. Genesis rewards come on top.

We are working on revising emissions, and we are open to ideas from the community.

37 of every 100 DBT emitted get burned.

05 · Staking

More DBT staked. Same daily pool.

So the rate moves with the stake.

Blue bars

Total DBT staked: 312M today.

Gold line

12-month staking APR: about 42% today.

APR is the yearly reward rate on staked DBT, for a 12-month lock.

Month ends, April to 2 November. APR estimated from on-chain deposits and staked DBT.

12-month staking APR, %Total DBT staked, millionsApr209M57%May234M51%Jun245M53%Jul254M51%Aug261M50%Sep272M48%Oct308M42%Nov312M42%

06 · China trip

Back from China.

Karam with two hosts on the China trip

Which brings us to the phone.

Act three · The next stage of Dabba

Why an OS.

Where AI is heading, and why we are building the ground it stands on.

07 · The most personal computer ever made

You touch your phone more than anything else you own.

And it still doesn't know you.

08 · The problem

Twenty apps. None of them talk to each other.

Copy the address from the chat.

Paste it in maps. Book the cab.

Split the bill. Chase five people to pay.

The phone is smart. The glue is you.

09 · Why now

Every big AI company is racing to be your agent.

Not a chatbot that answers. An assistant that does things.

MuseMeta DotsOpenAI Instinct Grok BotxAI
$10BInstinct's reported valuation, weeks after it launched.
Reported · Sep 28
#1Meta's Muse on the US App Store, days after launch.
Reported · Sep 2026
1.2BPeople a week who use ChatGPT, where OpenAI's Dots lives.
Reported · Sep 29

10 · What 2026 already taught us

Agents that tap your screen get switched off.

Doubao phone, gen one

30,000 sold in a day.

WeChat, shopping apps and banks shut it out within days. No second batch.

What came next

Now agents ask the apps for access.

Five big phone makers got it from WeChat this year. The app keeps the veto.

Who is exempt

Google still reads the screen.

It owns the platform. A new OS gets that seat on its own phones, then has to win the apps.

The OS is the right seat. The apps still get a vote.

11 · The fair question

So isn't agentfone just one of these…

…with a phone stuck on?

12 · Look where they live

Every one of them lives on a computer far away.

Its own browser and inbox. Only what you type or connect.

An app only sees what you tell it.

The open seat: an agent that is the OS of the phone you already carry.

13 · The unlock, part one

An OS sees everything your phone touches.

Messages Calls Voice notes Email Calendar Payments Bank alerts Bills Orders Tickets Photos Screenshots Location Steps and sleep Music Notifications Every app

Your whole digital life, in one memory.

14 · The unlock, part two

Through its camera and voice, your physical life too.

The bill on the table The menu you point at A sign in another language The whiteboard after a meeting A receipt for your expenses The medicine label A plant that looks unwell What you say while driving A thought you speak out loud

Only when you ask it to.

15 · The unlock

Your digital life and your physical life,

in the one thing you carry everywhere.

Not an app with a phone stuck on. A new kind of computer.

16 · Side by side

Same brain. A completely different seat.

An agent appAn agent OS
KnowsWhat you tell itEverything your phone touches
StartsWhen you open itThe moment something happens
Real worldA photo you uploadSees and hears with you
ActsFrom far away, through your loginsIn any app, the way you do
RulesYou trust it with your passwordsThe OS decides what leaves, and what needs your yes

17 · One example

Splitting the dinner bill with five friends.

7 steps

Your phone today

  1. Scroll the group chat to see who came
  2. Do the maths on a calculator
  3. Pay the restaurant in your UPI app
  4. Request money from five people
  5. Post "guys pls pay" in the group
  6. Check bank alerts to see who paid
  7. Remind the two who didn't
4 steps

An agent app

  1. Upload a photo of the bill
  2. Type out who came
  3. Send the requests it drafted
  4. Tell it who has paid

It can't see the group chat or your payments, so you fill it in.

1 yes

An agent OS

  1. The camera reads the bill
  2. The chat already shows who came
  3. Payments are seen as they land
  4. You say yes to the requests

The grey steps happen on their own.

Seven steps become one yes.

18 · The demand is already here

100K+

Rabbit R1s sold. A second gadget, bought on a promise

30K

Doubao agent phones in China, reported sold out in a day

1.26B

Phones sold every year. Every one runs an OS

People already line up for agent hardware. The next OS is built around an agent.

19 · Our play

Get there first.

The big players will come. Our edge is speed, price and a complete product.

The product

One thing, complete: our own OS, the phone, the agents.

The model

Hardware, plus a subscription.

The speed

An affordable price, launched fast, while the space is open.

The first batch

AI creators, hand-picked, with private access. Then everyone.

20 · One more thing

It's an OS.

Today, it lives in a phone.

Tomorrow, anywhere you are.

Phone

21 · What changed

Same mission. A sharper plan.

EarlierNow
FocusGrow the networkThe community first
NetworkMore connectionsLeaner, efficient, profitable
TokenNo bid in the marketBuybacks live, on-chain
ProductDabba Pro, a smart router with AI, like a Mac MiniAn OS that fits any hardware, starting with a phone

A leaner network, the community first, and an OS with room to scale.

One more thing

Help us name it.

The phone needs a name. We're looking for one word, visceral, something that hits.

The best one so far was Reflex, but a company already has it. So check that your idea isn't taken first.

Reply to our email or tell us in Discord, wherever's easiest.