Casito

if you're interested in the robotics sector, probably solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump should be near the top of your watchlist. the more I dig into @codecopenflow, the more I think people are missing what they're actually trying to build. they're attacking two of the biggest bottlenecks in robotics: building robots + financing robots. first, SimArena. it's a browser-native robotics simulator that lets builders create an environment, drop in a robot, teleoperate it, collect training episodes and export the data directly into LeRobot. once you need heavier infrastructure, the same work can be exported into MuJoCo, MJLab or NVIDIA Isaac Sim. basically: → simulate → collect data → train → deploy to hardware. and there's a tight connection between LeRobot and Codec's team. LeRobot is Hugging Face's open-source robotics stack for datasets, policies and real-world robot training. one of CodecFlow's co-founders is actually part of the Hugging Face LeRobot team. this becomes even more interesting considering NVIDIA agreed to acquire Hugging Face for ~$12.9B, while NVIDIA + Hugging Face are already bringing Isaac GR00T, Isaac Teleop and eventually Cosmos into the LeRobot ecosystem. basically, Codec's team is building directly around an open robotics stack which is becoming increasingly strategic to NVIDIA. then you have the Munich hackaton. SimArena is being used as robotics infrastructure across major hackathon challenges, with CodecFlow listed alongside: - NVIDIA - Microsoft - Universal Robots - NEURA Robotics - Doosan Robotics - Teradyne one of the challenges literally takes a workflow built in CodecFlow's SimArena and runs it on a real Doosan A0509 robotic arm. really good strategic move by putting your tooling directly in front of robotics builders + the companies building the underlying hardware stack. and then there's @machinedotfun. robotics doesn't only have a technical bottleneck, but also a capital bottleneck. a team can have a working prototype, a trained model. an incredible idea and still has big chances to die as getting from prototype to factory and then production requires serious capital (not talking about manufacturing, expertise and distribution). @machinedotfun is built in partnership with @peaq, trying to create the funding layer for this particular gap. their Foundry helps hardware teams with things like: → factory/supplier sourcing → DFM → manufacturing planning → Shenzhen/Dongguan access → GTM → eventually onchain fundraising I like the close connection between @codecopenflow and @peaq a lot, and the fact that Peaq's CBO joined Codec's team as an advisor on business and strategy is interesting. solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump is at the moment my biggest holding and i'm extremely bullish on this considering that we're not anywhere close of a real on-chain robotic cycle (which probably will take some time to create). at under 7M marketcap could be a real assymetrical opportunity. codec coded.