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We finally released the State of the Auki Network video, covering the first half of 2025.
The video was filmed in late May / early June, and so much has happened since that we’re already thinking about the next one. But this edition gives a clear overview of what people are building on top of the Auki network and how the ecosystem is evolving.
It highlights some of our closest collaborators:
If you’re into robotics or spatial computing, this one is worth sharing around.
A big milestone this week: Coinbase and Base gave us a shoutout as part of their new initiative to surface DEX-traded projects directly inside their apps.
The result: a wave of fresh eyeballs, new people joining the Discord, and more builders discovering what we’re up to.
If you’re one of those newcomers: welcome. We do these community updates live every week on Discord and stream parts of them out publicly.
Tomorrow morning, bags in hand, we’re flying to Kuala Lumpur with Terri MechKenna, our humanoid robot.
There’s a major AI summit in Malaysia, and Terri will be on stage with the PM. If you’re in Kuala Lumpur between now and the 15th and want to talk about building on the Auki network, we’re happy to grab a coffee.
Terri has already met Vitalik and other Web3 figures; now he’s adding heads of state to the guest list. At this rate, he might actually be one of the most well-traveled robots in the world.
For newer community members, we took a moment to recap what we actually do.
We work on collaborative spatial computing: teaching digital systems (robots, glasses, phones) to understand the physical environment.
The “full stack” for general-purpose robots has six layers:
Most of the industry is obsessed with the first two: locomotion and manipulation.
We’re focused primarily on 3, 4, and 5—collaborative perception, mapping, and positioning—and the applications that sit on top. You can think of it as a spatial orchestration layer… an external sense of space that robots can connect to to understand the venues that they visit.
We believe that’s the fastest way to real-world impact: you don’t need perfect humanoids to put spatial AI to work. You can give humans AI copilots for physical work through AR glasses and other devices.
Right now, LLMs have massively boosted productivity for knowledge workers—every “white collar” worker is effectively a human–AI pair.
But, 70% of the world economy is physical. If you want to build a truly large AI business, you go where the economic gravity is: physical labor and physical spaces.
Our goal is simple and ambitious: We’re here to make the physical world accessible to AI.
That’s why we care about collaborative perception, mapping, and positioning, and why we partner so closely with robotics and XR companies.
On the robotics side, we’re already working with several major players—especially in China, where robotics is racing ahead. These partners see how the Auki network helps robots be more capable and, crucially, easier to sell. For some of them, pairing with our reference application Cactus could mean selling two orders of magnitude more robots than they do today.
On the glasses side, our collaboration with Mentra OS continues to deepen. One of their engineers is currently in our office, and more of the team is joining soon.
Today’s community update ran a bit late because the Mentra team got taken on a “very physically grueling hike” to reset jet-lag and talk through the future roadmap together.
We also quietly shipped an updated whitepaper, including a refreshed foreword and a new first section.
If you read the whitepaper, you will understand what we are building, why we are building it, and why we are so confident that we are going to win. Our long-term vision is clear: “Auki is here to become a new layer of the internet itself and be the first piece of software running on 100 billion robots and devices across the world.”
If you haven’t read it (or haven’t read it recently), now’s a good time.
On the deployment front, we’re about to go live with a new installation in Northern Europe, specifically Stockholm Central Station, one of Sweden’s busiest transit hubs.
It won’t be the station itself, but a retail venue inside the station. What makes this exciting is who owns that venue: a chain with around 2,000 locations.
If we do well here, the door opens to rolling out across hundreds or thousands of sites. The goal is to help them give staff and customers copilots for their physical space.
Cactus, our spatial AI for retail built on top of the Auki network, is already doing a few million in ARR this year. The target: We’re hoping to hit 10 to 15 million ARR by the end of this year.
Every connection to the Auki network reduces the token supply. Everything that connects to the Auki network results in diminishing the total token supply. We have tokenomics based on connecting devices and reducing the supply of tokens.
If you’re a developer building on the network, you pay by burning tokens to access services. For end customers of those apps, the model can look different, but under the hood, it’s all powered by burns.
On the hardware side, our humanoid lab now includes:
As Nils describes him, “it really looks like a 90s robot toy blown up to real size… but he can walk, run, dance.”
Right now, everything is remote controlled rather than autonomous, but both robots are programmable. The goal: being the first to show these humanoids walking autonomously around a large area.
It’s not production-ready yet—Mech even got “knocked out doing the splits” and wouldn’t boot for a bit—but the progress is steady.
Terri is now hanging out in our Discord as well, so you can interact directly with our humanoid intern in chat.
After every public stream, we stay in Discord for a more informal, off-record segment with the community. If you want the full story, that’s the place to be.
Auki is making the physical world accessible to AI by building the real world web: a way for robots and digital devices like smart glasses and phones to browse, navigate, and search physical locations.
70% of the world economy is still tied to physical locations and labor, so making the physical world accessible to AI represents a 3X increase in the TAM of AI in general. Auki's goal is to become the decentralized nervous system of AI in the physical world, providing collaborative spatial reasoning for the next 100bn devices on Earth and beyond.
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