January 26, 2026

Auki community update recap: Jan 26, 2026

8-Digit Deals, the Cactus LLM, and Opening the Hong Kong Robotics Lab

Coming to you from San Francisco, this week's community update is packed with major business milestones and technical leaps forward. With our first 8-digit ARR deal nearing completion, the Auki ecosystem is scaling faster than ever.

Here is a look at our expanding enterprise pipeline, the launch of the Cactus LLM, and an open invitation to build with us in Hong Kong.

The Path to Profitability and 8-Digit Deals

Our go-to-market strategy is working, and we are rapidly approaching profitability. We are in the mid-to-late stages of closing our first 8-digit enterprise customer this year.

More importantly, the pipeline is growing behind it. We have another lead in the early stages that is roughly five times the size of our current 8-digit deal. Retailers fundamentally understand the value proposition of what we are doing with spatial AI, and the robotics companies recognize that our software accelerates their deployments.

To support this massive expansion, we are officially setting up an office in San Francisco and actively recruiting US-based talent.

Cactus LLM: Hallucination-Free Retail AI

We showcased the first demos of the Cactus LLM. This is a conversational AI that possesses the precise spatial and inventory context of a specific store.

When a customer asks the AI, "What wine goes well with chicken?", the system doesn't just hallucinate a generic response. It cross-references the store's actual live inventory and recommends a specific SKU that is currently in stock, while guiding the customer to the exact shelf location.

This contextual awareness is critical for the customer-facing robots and AR guidance systems we are deploying this year.

Refining Navigation and Empty Shelf Detection

We are continuously iterating based on real-world deployments.

  • AR Navigation UI: Following hands-on testing at a pilot store in Nashville, we updated the AR navigation UI so the guidance dots travel vertically up the physical shelves. This makes finding top-shelf items significantly faster and more intuitive for shoppers and staff.
  • Multi-AI Verification: Empty shelf detection models are notorious for generating false positives, which are expensive for retailers. To solve this, we are testing a chained AI approach where a second AI acts as an auditor to check the first AI's work. It dramatically reduces false positives by reasoning through edge cases.

Custom Hardware and the Hong Kong Builder Space

Our 3D reconstructions are getting incredibly sophisticated, especially when utilizing 360-degree cameras on robots. The results are so impressive that we are seriously considering offers from three different Chinese OEMs to manufacture a custom, Auki-specific robot equipped with our ideal sensor array.

In the meantime, we are officially opening the doors of our Hong Kong headquarters (Level 10) to external developers.

As Nils put it: "We have space, we have hardware, we have connections, and we have grants. So if you're serious about building something, come hang out."

If you want to build physical AI applications on the real world web, come to Hong Kong. We have humanoids, quadruped dogs, robot arms, and Padbots waiting for you.

If you want to hear the off-the-record updates and ask questions, join our weekly AMAs on Discord. (Note: Our old 'aukiverse' vanity URL was compromised by bad actors. Please only use the official auki link).

Watch the whole update on X.

About Auki

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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