Codec coded AI x Robotics will be the next big narrative, and it's gonna arrive sooner than you think Hope you're positioned
Louround 🥂
Louround 🥂26.7. klo 01.17
I spent the past weeks going through @codecopenflow and its big brain documentation, so let me explain it in plain English. The next breakthrough for AI isn’t another powerful LLM; it’s giving agents eyes, hands, and their own desktop (VLA). That’s exactly what Codec is building, and even if the market is catching on, it's not too late👇 Despite all the hype around Gen-AI, most real-world workflows are still tied together with rigid scripts and hardcoded tasks. The moment a UI pixel shifts, the automation breaks, and anything without an API (legacy desktop apps, factory robots, gaming clients...) becomes off-limits. Codec attacks that blind spot by giving agents their own secure desktops, camera feeds, and input drivers so they can see, decide, and act exactly like a human but tireless and programmable. This is the real game changer to understand. What is it going to unlock? Every repetitive software task, such as those found in office work, SAP, and ERPs, where people manually copy and paste numbers, can be automated. A bot can observe the screen like a human, click the right boxes, and complete the task while you enjoy a coffee. Hardware and Robotics Vision Language Action (VLA) technology will enable the control of multiple robots simultaneously and refine their interactions using only a few minutes of data. Robots can become aware of their surroundings and take appropriate actions. (See video: How is Codec tackling this sector? Run Tasks on Sensitive Data X-rays, police files, or tax records can’t be stored online for privacy reasons. The agent lives inside a locked virtual machine, reads the images, types the results back in, and never ships data to the cloud. Operators: the “app” primitive Every autonomous workflow you build, whether it’s reconciling SAP invoices, gaming, robotics, and more, is packaged as an Operator. Operators carry their own VLA model, metadata, and permissions, can be installed with one click, and (soon) monetized in a public Codec marketplace where usage fees flow back to the publisher. Training is flexible: record yourself completing the task and let Codec fine-tune from demonstrations, or drop to the SDK for full programmatic control. Fabric: The GPU marketplace aggregator At the core is Fabric, Codec’s open-source scheduler. It efficiently dispatches workloads across AWS, GCP, on-site locations, or any decentralized GPU grid it can access, while enforcing zero-trust networking and cost-aware placement. This will provide: - Cheaper compute through real-time arbitrage across clouds - No single point of failure; if AWS goes down, jobs move to another region or vendor in minutes. Fabric basically turns “my AI operator needs a box” into “my operator will always find the right box, at the right price, under the right security rules, automatically.” How big can this get? AI agents: projected to grow from $5.4 B in 2024 to $50.3 B by 2030 (45.8 % CAGR). Robotic Process Automation (RPA): $3.8 B → $30.9 B over the same window (43.9 % CAGR). Codec sits at the intersection with agents that look at pixels instead of waiting for tidy APIs. For reference, legacy-only RPA giant UiPath is worth ≈ $7 B today. Or @Figure_robot rumors of a $40B post money valuation. Meanwhile, $CODEC’s FDV is at ~$13 M. I'll let you do the maths on the potential (and sry, I couldn't wait to post this to load bags). I had the opportunity to hop on a call with the team and ask a few questions, they're trusted builders with experience at Hugging Face + Elixir Games and are using their own capital as runway (more than a year in treasury). There is so much more that I did not cover through like gaming collaborations, MCP&TEEs, the team adding liquidity from their own funds, roadmap, etc as it would make this post way too long but I will definitely share the progresses made by the team. Coded 🥂
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