GMEX Robotics (GMEX) LD Micro 20th Annual Main Event Conference summary

Business overview and market

• Rebranded from a fitness-equipment business in March after ~20 years building machines; now developing robots with AI designed alongside the hardware.

• Market challenges cited: 2.1 million unfilled manufacturing jobs and 67% of hospitality owners naming labor their biggest challenge; robotics market projected to grow from $60B to $165B by 2030.

Platform and AI

• Integrated platform combines robots, AI and fleet management for business-owner use; learning from each robot is shared across the network.

• Terminal is the physical robot; Brain is the intelligence layer. Separating them allows AI upgrades without rebuilding hardware.

• AI stack covers social intelligence, perception and vision, core robotics, and fleet learning; social intelligence aims to help robots read people.

• Acquired a 30% stake in Singapore-based MediaMeta on Oct. 14, with exclusive technology access and an option to work toward a controlling stake; integration began at closing.

Product and commercial traction

• 2F Culinary AI cooks, seasons and self-cleans; staff load prepared ingredients and select among 1,000 pre-programmed recipes, with a dish taking 5–6 minutes.

• One staff member can be trained on a robot in 10 minutes and operate up to three; recipes and portions are adjustable, and the system is positioned to reduce reliance on specialist chefs, not replace kitchen staff.

• March agreement with a major Australian hospitality group totals AUD 4.2M, or $2.9M; initial units are in Sydney, with further deliveries planned in phases.

• 2F addresses a market projected to grow from $1.8B to $6.8B by 2030; first-generation robots use pre-programmed recipes, with kitchen data informing future generations.