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We built Khala because the signal-to-noise ratio in crypto-AI research is broken.
You don’t need more noise.
You need a trusted voice to identify where the market is misinformed, undervalued, and overlooked.
Report #1: Decentralized Robotics - Landscape & Outlook
Authored by 0xSammy
Right now, the consensus view is that robotics is a speculative play for the next decade.
The data suggests otherwise.
Decentralized Robotics is generating real revenue, today. Yet, there is a massive disconnect between the sector's growth and its current valuations.
Below is a small snippet from the report. If you wish to delve deeper into the full report, you can do so HERE.
The Thesis in Brief
70% of the world’s GDP is still tied to physical locations and labor. As AI models (like vision-language-action models) become capable of navigating the real world, the "machine economy" is inevitable.
Traditional robotics companies trade in the billions. The decentralized alternatives which solve critical bottlenecks in data, mapping, and coordination trade at a fraction of that, despite addressing the same approx. $275B projected market.
The Asymmetry:
(The disconnect between Traditional Robotics and DeRobotics valuations presents an asymmetric entry window)
Real Revenue, Wrong Price
This is not "demo-ware." We are seeing protocols with proven product-market fit.
Take GEODNET (Decentralized GNSS/RTK Positioning).
They are generating millions in ARR with compounding quarterly growth:
Yet, market sentiment has decoupled price from these fundamentals, creating opportunities for those paying attention.
(While revenue climbs, valuation has lagged. A classic signal for value investors)
The Landscape
In our inaugural report, we map the entire stack required to make robots autonomous and economically useful:
The Economic Layer: peaq (Identity & Payments)
The Eyes & Ears: Auki (Spatial Computing) & GEODNET (Positioning)
The Brains: Bittensor (Intelligence) & Codec (Execution)
As Nils Pihl, CEO of Auki Labs, told us:
"Robotics is the industry for automating labor… [which] is the biggest industry there could possibly be. Biotech and robots are the two sinks that everything will go into."
The infrastructure is being deployed now. The repricing comes later.
Read the full analysis HERE.
See you on the inside,
Team Khala
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