Pinned
I have mentioned @Codecopenflow a lot. It has become one of my highest conviction bags for this year. My thesis is pretty simple:
1. AI will remain the broader narrative for this cycle.
2. Robotics will have a mini meta/cycle later this year.
3. Bet on teams that show they
Replying to @tantraxyz
should take a look at codecs architecture when you get a chance
operator agents is my northern star bull thesis for ai, was a big fan of nuit but codecs architecture feels better suited for where we’re heading in 6 months time
