Drone delivery expanding to 500 cities is massive! 🚁📦
The biggest key to scaling safely? Dropping packages exactly where they belong—not on roofs, trees, or in pools.
That’s why we built the world’s largest precision location network, giving autonomous drones centimeter-level accuracy for every single drop. 🎯
The Vikings called it Myglagata.
Myglagata means "Great Street" in Old Norse.
Over the centuries, that name has slowly evolved into what York locals know today.
Micklegate 🏴
▪️ $AUKI ▪️
UPDATE 🚨
@Auki just changed the game for what was once a lengthy robot setup process:
Scan QR codes → Done ☑️
Retail is going to have a field day with this & that’s not hypothetical…
Thousands of robots & stores are set to use Auki’s stack in the near future
. @Auki has given their Cactus AI control of a robot store manager in a real store for the first time.
A staff member asks why a product isn't selling, the AI dispatches a robot to go check and within minutes it's back with a photo of an empty shelf.
The robot learned the store from the AI, which learned it from staff phones.
The demand is already there:
▪️ $40,000 per robot per year
▪️ 800 to 1,400 robots per customer
And the broader deployment timeline:
▪️ 1,000 to 3,000 robots deploying next year
▪️ 100,000 targeted by 2030
A supermarket has tens of thousands of products. It's an optimization problem no human can fully solve.
That's exactly the problem Auki is solving.
Two founders I could listen to for hours.
In this conversation, Mike Horton from @GEODNET and Nils Pihl from @Auki give one of the clearest explanations of why both projects matter.
GPS has two fundamental problems. It's not accurate enough and it doesn't work indoors.
▪️ RTK excels outdoors where visuals keep changing. Absolute, repeatable accuracy GPS can't match.
▪️Auki's decentralized VPS excels where RTK struggles, indoors and underground. Machines get precision without sending camera feeds to anyone's servers.
That last point matters. Google, Tesla and others send those feeds back to their servers.
Nils calls it exactly what it is: the greatest privacy threat we've ever faced as a civilisation. The Real World Web flips that because the data stays with the venue.
‼️ Together they form the positioning infrastructure for the physical world.
5 million people could be walking past an @Auki robot every month.
From one customer. By next Christmas.
Nils Pihl, founder of Auki, was recently a guest on @The_Relay_ and shared some numbers that are worth paying attention to.
The roadmap he walked through:
▪️ 1,000 to 3,000 robots deploying by end of next year
▪️ 100,000 targeted by 2030, retail only
▪️ At least 2 new verticals next year, ~12 by 2030.
▪️ Retail alone: $10B revenue, $5.5B profit projected by 2030
▪️ Potential sizable investment in conversations to accelerate
The race for Physical AI is on. Imho Auki has a realistic shot at becoming a major part of it.
While everyone moved on to memes, DePIN kept shipping.
We're still seeing real world impact and proof that crypto can actually help the world.
My top DePINs atm remain @GEODNET , @Auki , and @GlowFND .
Here are some recent updates and further projects on my radar:
1⃣ @GEODNET has had a strong couple of months.
Coinbase listing, ATH burns, halving, and GEODASH commercial rollout coming Q3 2026.
▪️ 80% of $10.39M ARR going into open market buybacks and burns, with half the new supply since the halving. The positioning layer for Physical AI, and it keeps getting stronger.
2⃣ Auki has integrated its Real World Web spatial intelligence with an American robot manufacturer.
▪️ First US robot integration, the robot can now recognize its location, load spatial context, and navigate autonomously using Auki's maps.
▪️ The team is reportedly exploring a potential Asia deployment of 800 BracketBot robots across 800 stores. If that materializes, the numbers speak for themselves.
3⃣ Glow funded two Lebanese solar farms despite the region's ongoing instability.
▪️ 800,000+ GLW delegated for the first, 425,000+ for the second.
▪️126 farms across 3 continents, Lebanon pipeline alone representing $5M+ of solar. 23 more Lebanon farms under construction, 100+ US farms in progress, and India, Argentina, Italy in the pipeline.
4⃣ @FliteGrid is also one to watch.
▪️Team behind it has been building since 2015, backed by a16z with nearly $50M raised, already generating millions in annual revenue from DoD, FAA, DHS, airports, and stadiums.
▪️Hex map drops July 28th, showing deployers exactly which locations fall into which reward tier.
5⃣ Still following with interest what @ionet , @wingbits , @akashnet , @Minima_Global , @375ai_ and @peaq are up to as well.
The quiet phases are where the best positions are found.
. @Auki has dropped their H1 2026 recap.
Say what you want, but this team has shipped more in the first half of 2026 than most projects do in years.
Six months ago they had 2 humanoid robots not doing much real retail work. They're now at 14, several nearing deployment-readiness in actual stores.
▪️ FairPrice pilot in Singapore, country's largest retail chain
▪️ 10 Pressbyrån stores in Stockholm + 10 Narvesen stores in Oslo, both set up in 5 days or less with 2 people
▪️ Second enterprise client signed, one of Denmark's largest grocery retailers
▪️ Sweden's Prime Minister visited ICA and got a live Cactus demo
▪️ Galbot G1 and RealMan RS-02 now scanning fixtures autonomously
▪️ Two Galbot S1 units received for a stealth project, one in HK, one in China at a replica of the target environment
H2 targets: third enterprise client and first robot deployments in live retail stores.
Imho patience will be rewarded here. Looking forward to seeing what H2 brings.