Recently, I have been gradually increasing my positions in the robotics sector. Global capital is flowing into this area, which makes sense.

Codec is already heavily invested, and I have also established some positions in SAPIEN. I spent some time researching what SAPIEN is working on—the core idea is to enable ordinary people to participate in machine learning data training through a decentralized data annotation mechanism. In simple terms, it’s crowdsourcing data labeling for AI, while building a dedicated data resource library for robot learning.

This approach is quite interesting. Traditional AI training data has been monopolized by large corporations, but now, by reconstructing this process in a decentralized way, it can theoretically lower the barriers to entry and increase data diversity. Of course, the project is still in its early stages, but the sector itself has strong certainty.