
This was Nils's last day in the Hong Kong lab for 2025. Next up is a long road:
The big technical headline: multi-floor and cross-domain navigation is now wired up in the real world web.
Jason has been deep in the weeds on:
In the internal demo:
The outcome:
You can “sign into” a specific floor, get directions to a point of interest on another floor, and even see through walls to where that POI would be, because the floors are now stitched together.
This matters for malls, airports, and large multi-level venues, not just single-floor grocery stores. The NPM package and code are live and open source; if you build something on top, you can absolutely come to us for a grant.
Because there were new faces, we did a speed-run of what we actually do: “Today two-thirds of the world economy is still tied to physical locations and physical labor, out of reach for AI. If we want to go from generative and agentic AI to physical AI and thereby 3x the total addressable market of AI, we must first make the physical world accessible to AI. That’s why we are building the real world web.”
The real world web:
Nils repeated our near-term ambition: “We are now raising 75 million to put 500 humanoids and 5,000 smart glasses to actual work-work in retail in 2026.”
That’s where a lot of the current BD and fundraising energy is going.
The multi-floor work shipped just in time, because the next couple of weeks are packed with location-heavy prospects:
In California we’re meeting:
The pattern: large physical venues with complex flows of people and goods, who see value in:
Short trip, dense schedule.
We also officially announced our partnership with GAIB, a Web3 finance project focused on tokenizing different kinds of debt and financial instruments.
The goal together:
We’re still in the unit-economics and structuring phase, but as Nils put it: “The kind of numbers they are throwing around to support this expansion is very promising.”
If you care about the intersection of DeFi and physical robots, this is one to watch.
Nils also gave a candid update on the big retail rollout that’s been “days away” for what feels like forever:
Key points:
The encouraging bit: usage. “Since the pilot, we see that they are actually very actively using the software every single day… even more than the Swedes who were our first big enterprise customer.”
They’re also the second live implementation of shopper navigation (the first was Pepito in Bali). Their shoppers are already using AR guidance to find products.
We’re hiring, and this week was heavy on interviews.
Johannes (BD lead) joined the call to share:
We also reminded the community:
We closed with some deeper tech updates.
Our visual positioning system without markers has been pushed beyond the early ~20 m² comfort zone:
This matters for large stores, malls, and airports that don’t want markers everywhere, but still want robust positioning.
A new node type is coming: the motion node.
Johannes also shared a big win for the reconstruction network:
From Johannes’s perspective as the guy on-site: “The goal there is to pretty much do all the prep work in a grocery store, go for lunch, and come back and the map is done… This brings it down to absolutely one day.”
For a typical grocery store, the full pipeline from scan to usable domain should land in the 5–15 minute range once tuned, which is exactly what we want for real deployments.
We also gave a shout-out to Braintrance, one of our grant recipients, who has been opening a lot of pull requests on the core repos. If you haven’t checked them out yet: braintrance.net.
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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