
Nils just returned to Hong Kong after his first Beijing trip since COVID (he lived there 2009–2017). Four reasons for the trip:
A standout moment this week: one of the largest robotics companies “slid into his DMs” with a serious lead. “There is this very big account in Asia. They want what you’re cooking… and they’re looking at robots. Let’s do this together.”
That’s the flywheel we want: robots are hard to deploy, and what we bring (fast spatial setup + shared maps + navigation) helps them sell more robots.
Also this weekend in Hong Kong:
Phil demoed an early multi-robot orchestration tool on top of the real world web:
Why it matters:
The punchline: once setup drops from weeks to minutes/hours, customers can justify multiple robots per store (especially in big footprints) and actually manage them sanely.
We talked through a concrete near-term use case: promo robots (mobile retail media displays paid for by brands).
A recurring theme: competitors can take months to set up a store. We’re seeing customers do meaningful installs without us on site.
They referenced a robotics company that needs ~5 minutes per SKU to set up. At 30,000 SKUs, that’s 2,500 hours of work — completely impractical.
In contrast:
They called it out explicitly: the system is becoming “memetically fit” — easy enough to spread inside real orgs via training and repetition.
Robin shared Gaussian splats generated from the same capture flow as DMT. The important bit is that reconstruction becomes a foundation:
He framed it as: reconstruction is one step, and the output can feed many other CV processes.
JB showed “subtractive scanning,” a major long-term requirement for collaborative maps:
This is core to maintaining living environments without manual cleanup.
A spicy update dropped mid-call: Dimensional thinks they can have an early joint demo by end of next week: A whole-body G1 walking around and pointing at items (Terri-style).
At an Intercognitive meetup, Nils got pushback from a Chinese VC on global standards. The response that flipped the tone:
The vibe of the week: this is about to go exponential because deployment friction is collapsing (hours not months), fleet coordination is starting to exist, and the 3D pipeline is maturing into something maintainable over time.
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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