Ytsme retweeted
Billions of dollars are pouring into physical robotics.
Unitree has just gone public on the Shanghai Stock Exchange, raising approximately $900 million, with a valuation of nearly $9 billion.
But here’s the part that capital alone cannot solve.
A robot may have the most agile legs in the world, but if it doesn’t know which aisle it’s in, which shelf is in front of it, or where the person who just spoke to it is, it remains an object that moves without understanding where it’s going.
This is the problem every robot manufacturer is about to face: the body can be built, general intelligence can be acquired from a language model, but an awareness of the space in which they operate must be built from scratch—and it’s harder than it seems.
This is exactly the gap that $AUKI fills.
Ytsme retweeted
Unitree just raised $900 million at a $9 billion valuation.
The body problem is getting solved. Fast. With serious capital behind it.
But read that last paragraph again carefully.
General intelligence, language models have it. Locomotion, hardware companies are solving it. Spatial awareness of the specific environment the robot is actually standing in right now, that has to be built from scratch for every deployment and it is harder than it looks.
Which aisle. Which shelf. Where the person who just spoke is standing.
That gap does not get solved by throwing more money at the robot. It gets solved by infrastructure that already exists and is already deployed.
base:0xf9569cfb8fd265e91aa478d86ae8c78b8af55df4 🤝
Billions of dollars are pouring into physical robotics.
Unitree has just gone public on the Shanghai Stock Exchange, raising approximately $900 million, with a valuation of nearly $9 billion.
But here’s the part that capital alone cannot solve.
A robot may have the most agile legs in the world, but if it doesn’t know which aisle it’s in, which shelf is in front of it, or where the person who just spoke to it is, it remains an object that moves without understanding where it’s going.
This is the problem every robot manufacturer is about to face: the body can be built, general intelligence can be acquired from a language model, but an awareness of the space in which they operate must be built from scratch—and it’s harder than it seems.
This is exactly the gap that $AUKI fills.
Ytsme retweeted
Hold $AUKI because in the coming weeks, you may be able to use your AUKI to participate in something.
Join the AUKI community AMA in their Discord this week.
Buy as much as you can. Robots are coming. 🔫🔫🤖🤖
Ytsme retweeted
A key unlock here is getting the robot to navigate inside a map that was created from video before the robot ever arrived.
Getting @bracketbot pilot ready: Cactus sends a job to inspect a section of some shelf and it navigates there autonomously to scan it.
Ytsme retweeted
Welcome to the future of retail, where AI tracks what catches your attention
Soon, everything we do in public will be analysed and optimised for more sales
Writer: Ian
Ytsme retweeted
Let me explain why I’m so convicted on base:0xf9569cfb8fd265e91aa478d86ae8c78b8af55df4 because I think the market is still looking at the wrong part of the story.
Everyone is watching the robot race.
Who builds the best humanoid.
Who ships the most units.
Who gets the biggest AI model into a machine.
I’m watching something underneath all of that.
The infrastructure that makes these machines useful in the real world.
A robot can have incredible AI and still be nearly useless if it doesn't understand the space around it.
Where am I?
What changed?
Where is the object?
What did another machine just see?
What does the environment look like right now?
That is the problem @Auki has been attacking.
Lets look at some things:
- Cactus has already represented paid pilots across 6,500+ retail locations.
- Auki has moved from demos into commercial pilots, enterprise relationships and real robotics integrations.
- Auki has also demonstrated the full loop:
capture → understand → decide → execute.
A store can ask a question, Cactus can understand what's happening, dispatch a robot and get the physical-world information back.
That's a very different proposition from “we're building a DePIN.”
Then look at where this can go.
Auki is targeting 1,000–3,000 robots in 2027 and 100,000 by 2030.
There's already an RFQ from a major Asian retailer covering 800 stores, while Toyota Material Handling has worked with Auki around bringing its spatial intelligence into logistics.
And retail is only the starting point.
Logistics.
Warehouses.
Manufacturing.
Agriculture.
Healthcare.
Auki's current platform is explicitly being built to expand across those physical environments.
Here's where my conviction comes from:
I don't need Auki to build the winning robot.
I want the winning robots to need the infrastructure Auki is building.
That's a much bigger game.
The hardware race will produce millions of machines.
Those machines will need perception.
They will need spatial context.
They will need coordination.
They will need a shared understanding of the physical world.
Auki is trying to become that layer.
And if Physical AI becomes even a fraction of what the market expects, I believe the spatial infrastructure underneath it could become enormously valuable.
That's why I'm still here.
Because I believe we're watching the early construction of infrastructure for the machine economy. You want to be part of History in the making, then AUKI is your choice imo. Like always DYOR and Let me know what you think! 🫡
We're building a harness for physical AI, letting your agents autonomously gather and manage the context they need to understand your business.
Piloting in Q1 with support from @bracketbot, @GalbotRobotics and @RealmanRobotics.
In retail, knowing is half the battle.
Imagine a digital twin of your business keeps itself up to date, and an AI copilot that helps you make the right decisions for your unique environment and business.
Piloting in Q1 with several robotics platforms.
h/t @bracketbot
Ytsme retweeted
This demo is worth watching twice Fam!
Galbot receiving a scan job from the network, executing it, sending the data to a reconstruction node. Clean. Autonomous. No human in the loop.
But the real story is not the demo. It is what it represents.
Robots are now a native node type on the Real World Web. Not a device connected to a platform. A participant in a shared spatial network that gets smarter every time a new node joins. - @Auki
🔹Every robot that connects adds to the map.
🔹Every scan sharpens the world's digital understanding of physical space.
🔹Every new node makes the entire network more valuable for every other node on it.
Nils and the team have been building toward this since 2021. Scan jobs are just the entry point. Inspection, inventory, logistics, maintenance, security, every real world task that requires a machine to understand its environment becomes executable on this network.
1,000 to 3,000 robots deploying by end of next year. 100,000 targeted by 2030 in retail alone.
We are watching the real world web come alive in real time. Most people have not noticed yet.
$AUKI 🤝
Ytsme retweeted
Replying to @sunnymelody2020 @ourcryptotalk
We have signed up over a thousand commercial locations, and aim to sign 10x more in the next twelve months.
We start large scale robot deployments later this year.
peaqOS now makes robots and machines financially autonomous
Introducing peaqOS Scale, enabling machines to leverage services and capital across Web3 and beyond
The machine market is live, unlocking billions of new consumers:
→ robotic.sh
A robot on @solana can also earn on @base
A robot on @base can access services on @solana
peaqOS now makes robots and machines financially autonomous
Introducing peaqOS Scale, enabling machines to leverage services and capital across Web3 and beyond
The machine market is live, unlocking billions of new consumers:
→ robotic.sh
A robot on @solana can also earn on @base
A robot on @base can access services on @solana
Ytsme retweeted
I have been sitting on this for months.
A full deep-dive research series on $VELO. Every layer. Every partnership. Every number. The history, the technology, the tokenomics, the roadmap, and the endgame.
7 volumes. Dropping one by one. Starting this week.
This is the VELO Bible Series. 🐲🔥
Ytsme retweeted
$AUKI | @Auki has broken past $0.01 and is now consolidating around the $0.0095–$0.0097 range, building momentum for a potential next move upward.
The $AUKI team is relentless building custom retail robots, forging real partnerships, launching pilots worldwide, and speaking on global stages to bridge AI, spatial computing, and decentralized infrastructure. Their vision of the physical world as an open, collaborative canvas is bold, ambitious, and actively unfolding.
When a project team keeps showing up and building relentlessly, this sort of price action is undeniable.
Deeper dive into Oneshot: nitter.cf/Auki/status/2011400807…






















