Dips in a bull market are meant to be bought, especially on projects with big catalysts We all know that AI is the narrative of this cycle, started by ai16z and Virtuals last year. My bet is that the market will focus on more complex and sophisticated technologies such as VLAs, and let me tell you why. LLMs (Large Language Models) mainly read and write text: they’re great at explaining, planning, and generating instructions, but they don’t by themselves control motors or interact with the physical world (as you may have experienced with chatgpt). VLAs (Vision Language Action models) differ from LLMs as they are multimodal systems that look at things (vision), understand instructions (language), and directly produce actions. It's like telling a robot to pick up a red cup and then moving its arm to do it. VLAs are trained on examples that pair images/video + instructions + real action traces (how a robot actually moved), and they must run fast and safely in real time. LLMs on their side are trained on huge text collections and focus on reasoning and language tasks. TL;DR LLMs think and speak whil VLAs see, reason, and act. As you can see, VLAs are a major addition to LLMs and will notably enable the next 0 to 1 innovation in the overall economy that will be robotics. A majority of investment funds are allocating a large part of their investments into this sector, seen as the next logical evolution in the AI industry. I already made a post a while ago on the current leader in the crypto market, @codecopenflow, which did not raise capital (fair launch) yet is shipping cutting-edge products and currently sitting at $23M FDV. For information, other crypto competitors raised $20m ( @openmind_agi) at what is probably a $200M to $300M ++ FDV while no product or community has been built and shipped yet. What makes Codec a leading project in the sector is that they tackle a crucial bottleneck in robotics and AI, which is the difficulty to have all the AI tools interact together. Let me explain. Their latest release, OPTR (operator), is a toolkit that helps build operators capable of interacting on multiple platforms such as robots, desktops, browsers, or simulations. The objective of an operator is to see, reason, and act (VLA) in both digital (computers) and physical (robots) worlds. This toolkit serves as core infrastructure for robotic teams aiming to test their product and enhance the overall process by providing a unified experience instead of separate ones for web browsers, simulations, or robots. This essentially makes the operator adaptive and autonomous regardless of its environment. So you get it, it will save big time for companies and developers who previously had to go through each step manually and where you can save time you can save money. It will also enable Codec to build their own operator projects and launch new capacities relatively fast onto the market, notably through their marketplace. TL;DR: You probably have seen videos of robots folding tissues, sorting boxes, or jumping on various elements. They have all been trained for this very specific use case, and unfortunately, one skill cannot be re-used in another environment like a human could do. OPTR from Codec solves this by making skills transferrable among environments and situations, making training and development a lot faster and cheaper for enterprises. This is why Codec is so interesting in unifying the digital world with the physical world. $CODEC, Coded.

$CODEC 正在成為機器人領域鏈上操作的最佳選擇 關於 @codecopenflow 的研究文章現已上線 🤖