Andy

Well, let's see.

You know, there's this need for AI that's applied to embodied AI or robotics.

And NVIDIA is a leader among these things.

And I wanted to reintroduce a term that's like LLM or large language model, but it's the type of model that is used for robotics.

And it's called a vision language action model, VLA.

And NVIDIA just introduced a new such VLA as an open source model called Alpamayo R1.

It's designed for things like autonomous driving and robotics, and it integrates visual and textual reasoning to enhance decision making in real world environments.

So that's really a new kind of model that combines training for text and

the L part with vision, you know, in real time view of what's happening around the model and also taking actions in that context.

So a whole new kind of thing that has to be built in order to achieve robots like autonomous vehicles and autonomous humanoid robots as well.

They've had, like, Nemotron and other... And Nemotron is their line of models that are similar, but I think this is an open-source vision language action model.

I believe that they have been involved in VLAs, you know, in their sort of simulated and digital environments for a long time.

So you can imagine they want, I think their motive is that they want

robotics developers to use their VLA, and then that puts them in a good position to sell them the Thor, which is their version of the small mobile compute package that can operate an autonomous robot.

I have a few more.

I'll weave off of the whole concept of agents being used in large enterprises like the FDA.

So in China.

There are a couple of major players in AI, several actually, that are important.

But the two big players are Alibaba, which is, think of them as the Amazon of China.

And then the other one is ByteDance, who we're familiar with because of TikTok.