Safety, data, payments, and certification for every robot on Earth. Neutral. Multi-vendor. Built for what comes next.
Embodied intelligence is the fastest hardware S-curve since the smartphone. The winners will not be those who build the bodies. They will be those who run the intelligence.
Four binding constraints. No incumbent has solved any of them. Every humanoid shipped in 2026 and beyond runs into all four.
Over 200 humanoid programmes active in China alone. Commoditisation is accelerating. OEMs need non-hardware revenue to survive the decade.
No provable way to show a robot will not harm a human. No common certification. No enforcement body. Every deployment is a legal experiment.
Every foundation-model lab states real-world robot data is the bottleneck. No neutral, provenance-locked marketplace exists.
EU AI Act, MIIT, US state laws, ISO 10218, Japan METI. No OEM can comply in every jurisdiction without an intelligence layer.
We do not build robots. We do not build foundation models. We build the layer every participant needs and no single participant can afford to replicate.
Each pillar is independently monetised. Together they lock the category for a decade.
Provable runtime safety on every robot. Drop-in integration for ROS1/2 and EtherCAT. Insurance-grade evidence.
Tamper-evident action logs. Cryptographic proofs regulators can accept. Incident forensics by default.
Provenance-locked, rights-cleared data licensed to foundation-model labs. Royalty to the source fleet.
Edge training across fleets without moving raw data. Privacy, locality, and bandwidth solved simultaneously.
Machine-to-machine payments via x402, stablecoin rails, ACH and SWIFT. Robots earn, pay, settle in real time.
Browser-based teleoperation and IsaacSim augmentation. The enterprise-grade alternative to crypto-tethered platforms.
Each engine sold into the same customer. 81% blended gross margin at scale. Software-company economics from Year 3.
Base case on the expanded commercial model. 30% operating margin by 2030. Cash positive in 2028. HKEX listing window 2029 to 2030.
| Year | Revenue | Operating Profit | Team | Narrative |
|---|---|---|---|---|
| 2026 | $2.5M | ($7M) | 24 | 3 OEM MOUs, first enterprise pilot, first data deal |
| 2027 | $18M | ($8M) | 52 | 4 OEMs live, 3 enterprise, 2 labs, insurer pilot |
| 2028 | $82M | $2M | 120 | All 12 engines live. Break-even year. |
| 2029 | $290M | $68M | 210 | Cash positive. Standards adopted in three jurisdictions. |
| 2030 | $810M | $245M | 300 | HKEX listing window opens |
Each anchor covers a different customer type. Together they de-risk the entire go-to-market.
KUAVO 5 humanoid. Ministry of Civil Affairs eldercare pilot.
Booster T1. CBC and federated learning integration in progress.
G1 / H1 humanoid + Go2 quadruped. Runtime license and data pipe.
GR-1 / GR-2 series. Eldercare safety certification.
Standards authoring, compliance pilot, HKEX bridge.
Pi-0 family. Flagship data licensing relationship.
Insurance telemetry standard. Humanoid risk underwriting.
Technical alignment. GR00T integration pathway.
Series A. Pre-money. Hong Kong entity. Pure equity. HKEX pathway 2029 – 2030.
Series A funds 24 months of operations. Three regional offices. Ten anchor partnerships signed. Commercial engine hardened for a Series B or direct pre-IPO round in 2028.
Contact Nathan McArthur →