Why I Like Agibot Robotics (290)

Now let's see, concepts for today, there's quite a few actually, but the big two world models, there's a whole different type of foundation model.

I mean, many people argue this is kind of the future that building foundation models based on text That's incredibly powerful for things like mathematics and coding and speech and writing, but that's not really how human beings engage with the world.

We do it by walking around and seeing things, vision, language as well, which is what's in our heads.

We're always thinking in terms of language and then action.

We touch things.

Well, Yeah, those are, now that's a VLA model, but we'll talk about world models and VLA models, which kind of go hand in hand.

And there's a couple of variants on VLA that are worth thinking about.

VLMs, visual language models.

VLA is vision language action.

VLM is vision language model.

And then there's what they call VILA models, which is VILA language latent action models, which is what Agibot uses.

And we'll talk about both those.

World models and let's just say VLA models for short, those go hand in hand.

And that's kind of what these things run on.

Now, at the core, they're still transformers.

At the core, they're just putting them together in different structures.

And instead of just being text, it's text plus image and to some degree video as inputs.

So as far as I understand, which I'm still learning...

The fundamental insight of Transformers is still the core of these things, but we're putting them together in different ways.

That's VLA models, world models, and that sort of thing.

Anyways, that's the big two topics for today.

I'll get into those in some degree, but let's stay at talking about the company.

Then we'll talk about the business strategy.

And then to some extent, I'll get into the technical stuff, which I think is super important, but it's kind of a lot.

I've been studying this for like weeks now, so we'll go a certain depth, but not beyond that.

Now let's see, concepts for today, there's quite a few actually, but the big two world models, there's a whole different type of foundation model.

I mean, many people argue this is kind of the future that building foundation models based on text That's incredibly powerful for things like mathematics and coding and speech and writing, but that's not really how human beings engage with the world.

We do it by walking around and seeing things, vision, language as well, which is what's in our heads.

We're always thinking in terms of language and then action.

We touch things.

Well, Yeah, those are, now that's a VLA model, but we'll talk about world models and VLA models, which kind of go hand in hand.

And there's a couple of variants on VLA that are worth thinking about.

VLMs, visual language models.

VLA is vision language action.

VLM is vision language model.

And then there's what they call VILA models, which is VILA language latent action models, which is what Agibot uses.

And we'll talk about both those.

World models and let's just say VLA models for short, those go hand in hand.

And that's kind of what these things run on.

Now, at the core, they're still transformers.

At the core, they're just putting them together in different structures.

And instead of just being text, it's text plus image and to some degree video as inputs.

So as far as I understand, which I'm still learning...

The fundamental insight of Transformers is still the core of these things, but we're putting them together in different ways.

That's VLA models, world models, and that sort of thing.

Anyways, that's the big two topics for today.

I'll get into those in some degree, but let's stay at talking about the company.

Then we'll talk about the business strategy.

And then to some extent, I'll get into the technical stuff, which I think is super important, but it's kind of a lot.

I've been studying this for like weeks now, so we'll go a certain depth, but not beyond that.