Lambert Lee

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Lambert Lee

Lambert Lee

@Lycan0422

PhD of Semiconductor device and Integrated Circuit Cofounder of RoboStack (https://t.co/AqquvAu1UJ) Researcher of Semiconductor Physics

England, United Kingdom Katılım Aralık 2015
132 Takip Edilen508 Takipçiler
Lambert Lee retweetledi
Elon Musk
Elon Musk@elonmusk·
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Lambert Lee
Lambert Lee@Lycan0422·
@sjdedic Appreciate the mention! 🙏 Totally agree — the convergence of AI and robotics is one of the biggest shifts of our time. We’re still early, but as simulation, coordination, and interoperability mature, the real-world potential becomes exponential. Exciting road ahead 🤖
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Simon Dedic
Simon Dedic@sjdedic·
It’s Robotics & AI season. These might be the biggest secular growth trends we’ll experience in our lifetime. And there’s no better or more accessible way to bet on both than through crypto. Congrats, you’re in exactly the right place at exactly the right time. The upside is unlimited with these.
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Lambert Lee
Lambert Lee@Lycan0422·
Really strong take by @Rewkang — robotics as the next secular trend makes complete sense. Once hardware costs fall and open dev stacks mature, the real unlock will come from simulation-first infrastructure that accelerates deployment cycles. That’s what we’re focused on with RoboStack — building a cloud environment where teams can design, train, and test robotic intelligence safely and at scale before touching hardware. It’s the missing layer between AI models and physical embodiment. The next decade won’t just be about humanoids — it’ll be about ecosystems that let robots learn, adapt, and coordinate autonomously. Simulation + incentive alignment = exponential iteration speed. #RoboStack #EmbodiedAI #Sim2Real #virtuals_io
Andrew Kang@Rewkang

$VIRTUAL is one of the few crypto projects that is doing legitimate things in the robotics sector They are coinvested with us on Robotics deals, building a large open source robot training data collection system and developing a commerce protocol for an autonomous machine economy

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Simon Dedic
Simon Dedic@sjdedic·
After 1X released its Neo for pre-orders two days ago, robotics has gone absolutely viral again. Robot memes everywhere, and more and more people are waking up to how massive this secular growth trend is going to be over the next decade. A lot of people have reached out asking which crypto x robotics positions I’m holding to bet on this trend and narrative. Let me break it down one last time for you, here are the positions in my portfolio and why I hold them: 1) $PEAQ / @peaq Building the global coordination layer for the machine economy and robotics. My largest position and highest conviction bet with the best risk/reward profile. 2) $ROBOT / @RoboStack_io A cloud platform for simulating and testing robots with its own protocol and tooling stack. 3) $SLC / @silencioNetwork Crowdsourcing real-world audio data to become the “ears” of AI and robots. 4) $OVR / @OVRtheReality Crowdsourcing 3D spatial data to train robotic perception systems. 5) $BREW / @homebrewrobots An “App Store for robotics” offering pre-built motions, behaviors, and gamified control modes. 6) $SHOW / @SHOW_ROBOTICS A collective building robots that combine hardware, software, and unique AI-driven personalities. 7) $NATIX / @NATIXNetwork Streetmapping real-world data to train autonomous driving and physical AI systems. 8) $DEUS / @xmaquina Not liquid yet, but wanted to mention as they are preparing for their next public token sale. It’s essentially an on-chain robotics DAT giving exposure to top humanoid companies like Figure, Apptronik, 1X etc. Beyond these, a few other strong contenders I’m keeping an eye on: 9) $CODEC / @codecopenflow Developing vision-language-action (VLA) agents aka AI systems that can see, think, and act, enabling advanced automation across robotics, digital operations, and gaming. 10) $GEOD / @geodnet A decentralized RTK (Real-Time Kinematic) network delivering centimeter-level GPS accuracy for robots, drones, and autonomous machines, critical for precise navigation. 11) $AUKI / @Auki Building Posemesh, a decentralized machine perception network that enhances real-time spatial awareness for robots and AI. Effectively aggregating all relevant data from networks like for example Geodnet and Natix as well as generating their own data sets for richer perception. What else did I miss?
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Lambert Lee
Lambert Lee@Lycan0422·
This is really well explained, and never seen more detailed one on x402 before, I’ve been following similar developments and it’s impressive how fast things are evolving. Curious how you see this trend playing out over the next few years? Do you think the industry is moving in the right direction with current approaches?
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Lambert Lee retweetledi
Lambert Lee
Lambert Lee@Lycan0422·
@1x_tech really shows how far embodied AI has come. Curious to see how your systems handle dynamic balance and control adaptation in real-time.
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1X
1X@1x_tech·
NEO The Home Robot Order Today
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Lambert Lee
Lambert Lee@Lycan0422·
@0xjeff Isn’t that true for most foundational protocols early on? The agents are undercooked, yes, but the need for programmable, verifiable payments between machines is coming either way. x402 is laying pipes ahead of the flood.
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0xJeff
0xJeff@0xJeff·
People starting to realize that x402 is not so useful right now because most Crypto AI agents are useless In order for the AI agents to be useful, we need to make them solve real problems, we need tailored AI workflows and products that actually increase productivity & reduce costs for enterprise & retail users. a16z analyzed startup spending across ~200,000 startup customers, and identified ~50 AI apps/agents in their latest AI Application Spending Report (excluding GPUs, cloud, hyperscalers) - 60% of the apps are horizontal — tools that can be used across many roles/functions - 40% are vertical — domain-specific or role-specific tools - General LLMs like OpenAI, Anthropic, Perplexity dominated horizontal - Meeting tools (OtterAI), creative tools (ElevenLabs, Canva, Midjourney), and vibe-coding tools (Replit, Cursor, Lovable) are becoming enterprise-relevant - Vertical apps often serve as augmentors helping human workers improve their productivity, few are substitutes (completely replacing human) - Customer support agents (Lorikeet), Sales/GTM workflows (Instantly), HR/recruiting workflows (Micro1), operations & compliance workflows (Delve, Combinely) are dominating the vertical front. - Vertical workflows: these are agents that basically act almost like human within their respective role, working 24/7 — AI agents that resolve tickets, chat with customers, integrate with knowledge base/CRM or AI agents that cold call, reach out to potential leads, analyze sales, and improve the user funnel What about Crypto AI? As for Crypto AI apps/agents (excluding decentralized compute & inference infra providers), most are netting in 6-7 figs ARR. The only segment that makes 8 figs rev is launchpad category whose rev is generated from trading vol (prioritizing hype & speculation) If we were to follow the path to full agentic economy starting with x402 as the payment rail, we need all the right infra to answer these questions: - Before we pay them, how can we trust these AI apps/agents? - What should be the work contract, what's the scope of work, what's the KPIs, how do we know if work is done properly, if it's done poorly, can we initiate the refund? - If work is done well, can we tell other people/agents about this? reputation registry, linkedin/trust score for agents that everyone can verify - How do we make sure agents don't hallucinate? How do we make sure they don't get hacked, exploited, prompt injected? At the end of the day, simply handing money to agents so they can pay to other agents for microservices is not it. Agentic economy requires us to answer all the above questions and more. Back to talking about useful, quality services in Crypto AI that people would pay for. Are there any? It's mostly niche af. Most I'd just use for free instead of paying for it. The fun part is identifying these & investing in them early. How I see this 10x plays will come from Crypto AI teams that's good at marketing 100x plays will come from Crypto AI teams whose product is useful for Crypto-native enterprises & retail 1000x plays will come from Crypto AI teams with product that people outside of Crypto would use Sharing some more thoughts later this week.
0xJeff@0xJeff

x402 Thesis x402 acts as the payment rails for microservices — yes... this is only the rail that enables to seamlessly pay other agents using stablecoins In order to have a full agentic economy, you need auxiliary infrastructure, quality services, and trust/verifiability layer for the agents to understand who they can trust for the services. You also need an entire commerce layer designed for pay-per-use, per-result, per-second which requires - Tracking what work was done - Calculates how much it costs - Settle it instantly - Make sure the agents who pay get the results - Attribute the high quality result to the right agents and - Establishes the history of work/quality of services for the agents @Nevermined_ai is building the atomic commerce layer for AI agents (focusing on billing infra — Paypal for AI) @virtuals_io is building ACP starting with Virtuals agents (focusing on agent registry, evaluation of work between agents, reputation) @ethereum is establishing Ethereum as the trust & settlement layer with ERC-8004 @eigencloud is building verifiability stack with EigenAI to make AI agents inference verifiable and non-deterministic (mitigate hallucinations) On top of these infra, we need > Facilitators: helping offload blockchain-related heavy tasks (gas fees, wallet management, execution, settlement) for service sellers and customers > Specialized agents/quality service providers: Know how to offer good services > Orchestrators: Know which specialized agents are good for the job, and know what needs to be done > Middleware: SDKs, APIs, and toolkits that enable developers to easily plug x402 into apps/agents without custom code. a16z latest report forecasted $30T in TAM for the agentic economy. This is quite a far away future where we need these modular infrastructure to fall into place. Which part of the stack accrues the most value? Short-term — orchestrators which act as the front-end GPT interface or workflow builders + highly-specialized AI agents who're really good for their job The best crypto AI use cases that we've seen fall into 3 categories (i) Trading (ii) Prediction (iii) Defi Given the surge in hype & adoption for x402, leaders within these 3 categories will be able to 10x their users and revenue once the stack is built out. In a similar fashion to human users using launchpads (like Pumpfun) as the front end to ape into tokens, Orchestrators will act as the front end aggregating and orchestrating high quality/high demand services to users (getting a piece of the cut along the way). How does this tie in with Crypto AI Agents? Although it's going to take a while for x402 stack to get built out, the AI agent narrative is back — AI agent ecosystem leaders are recovering their losses and smaller AI agent plays are rebounding 200-1000%+ during the past week. Similar to the previous run, this run up is mostly fueled by speculation from the x402 memecoin trench side of things. Most of these agent plays won't be able to sustain its gains. Only some whose products are fleshed out or close to commercialization stage will survive. Might do a dedicated article on the State of AI agent Q4/2025 soon to share the change I've observed in the market since the last AI agent run in Q1/2025 In the mean time, if you're looking to learn more about x402, check the After Hour EP.26 out. Link in my bio. Anyway, thanks for checking this out. Super glad people care about Crypto AI again lol.

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Lambert Lee
Lambert Lee@Lycan0422·
I care about one thing: enabling robots and AI to use internet resources on a pay-as-you-go basis, just like a browser.🤖⚡ That’s exactly what x402 does: it turns the long-dormant HTTP 402 “Payment Required” into a general, machine-usable per-request/per-unit settlement protocol. When you request a data API, model inference, or simulation service, the server responds with 402—“this costs 0.01 USDC.” The client (human/AI/browser) completes the signature and payment in the same HTTP flow and gets the result immediately—no accounts, no subscriptions, no cumbersome authentication. 💳 From RoboStack’s perspective: • Robotics sims / sensor data / control APIs → click-sized micropayments for a few cents. • Multi-agent collaboration → whoever contributes compute / environment / data gets paid automatically. • Industrial & cloud/edge → plug-and-play invoicing & auditing, freeing AI / robots from manual reconciliation. 🧾 The supporting identity + memory layer is already emerging: • ERC-8004 gives each AI / agent a verifiable on-chain identity and reputation. • Unibase built the x402 Facilitator (BNB) + BitAgent, letting agents issue tokens, stake, transfer, collaborate & settle — embedding economic behavior directly into workflows. • On BNB, x402b adds EIP-3009 signature payments and auditable receipts, enabling enterprise-grade compliance and a gasless-style UX (implementation-dependent). 🔗 In one line: 402 = Payments (micropayments / low friction) + Identity (ERC-8004) + Memory (auditable ledger). When every API, browser, and AI / robot can pay under the same rulebook and leave a verifiable economic trail, the agent economy truly begins. RoboStack is applying this to simulation resources, model calls, and robot-cloud collaboration — let’s build it together. 🛠️ #x402 #RoboStack #Robotics #AgentEconomy #AI #BNBChain #Web3
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Lambert Lee
Lambert Lee@Lycan0422·
@ahboyash @virtuals_io RoboStack are definitely thinking and planning around that direction 👀 x402 + robotics is a powerful combo, and there’s a lot we’re preparing behind the scenes. x.com/Lycan0422/stat…
Lambert Lee@Lycan0422

🤖 The Role of x402 in Supporting Scalable Robotic Development The x402 protocol, originating from the HTTP 402 Payment Required status code, represents a framework for implementing fine-grained, machine-to-machine micropayments within networked systems. Its primary value lies in enabling autonomous, low-latency economic interactions between digital agents without requiring a centralised billing infrastructure. ⚙️ In the context of robotic development, x402 provides a means to introduce dynamic resource exchange and incentive alignment across distributed simulation and development environments. For instance, within a cloud-based robotics platform such as RoboStack, x402 can be employed to facilitate: 💡 Pay-per-use simulation resources — allowing developers or agents to access specific simulation modules, physics engines, or pre-trained robot models through small, on-demand payments. 🧩 Module-level monetisation — enabling contributors of high-value assets (e.g., environment maps, sensor emulators, or control algorithms) to receive compensation automatically each time their module is instantiated or queried in simulation. 🧠 Autonomous agent transactions — permitting robotic agents or AI systems to autonomously request additional data, computational resources, or model parameters from the network during training, thereby emulating economic decision-making within the development loop. 🌍 Sustainable open-source funding — similar to topping up a balance or donating to ROS 2 or other open-source robotics projects, x402 can provide continuous micro-funding channels that sustain shared infrastructure and community contributions. By integrating x402 into simulation workflows, robotic ecosystems can reduce dependence on high-cost physical prototyping, support more granular resource sharing, and cultivate an economy of reproducible, incentive-driven research artefacts. Such mechanisms directly enhance the scalability, accessibility, and sustainability of modern robot development pipelines. 🚀 #RoboStack #x402 #CloudRobotics #Sim2Real #EmbodiedAI #Web3AI #RobotOS

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Ash
Ash@ahboyash·
Last year, @virtuals_io’s $VIRTUAL was one of the leading projects in the AI agent vertical. Are they gonna run it back again this year with x402 + the robotics narrative?
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Lambert Lee
Lambert Lee@Lycan0422·
🤖 The Role of x402 in Supporting Scalable Robotic Development The x402 protocol, originating from the HTTP 402 Payment Required status code, represents a framework for implementing fine-grained, machine-to-machine micropayments within networked systems. Its primary value lies in enabling autonomous, low-latency economic interactions between digital agents without requiring a centralised billing infrastructure. ⚙️ In the context of robotic development, x402 provides a means to introduce dynamic resource exchange and incentive alignment across distributed simulation and development environments. For instance, within a cloud-based robotics platform such as RoboStack, x402 can be employed to facilitate: 💡 Pay-per-use simulation resources — allowing developers or agents to access specific simulation modules, physics engines, or pre-trained robot models through small, on-demand payments. 🧩 Module-level monetisation — enabling contributors of high-value assets (e.g., environment maps, sensor emulators, or control algorithms) to receive compensation automatically each time their module is instantiated or queried in simulation. 🧠 Autonomous agent transactions — permitting robotic agents or AI systems to autonomously request additional data, computational resources, or model parameters from the network during training, thereby emulating economic decision-making within the development loop. 🌍 Sustainable open-source funding — similar to topping up a balance or donating to ROS 2 or other open-source robotics projects, x402 can provide continuous micro-funding channels that sustain shared infrastructure and community contributions. By integrating x402 into simulation workflows, robotic ecosystems can reduce dependence on high-cost physical prototyping, support more granular resource sharing, and cultivate an economy of reproducible, incentive-driven research artefacts. Such mechanisms directly enhance the scalability, accessibility, and sustainability of modern robot development pipelines. 🚀 #RoboStack #x402 #CloudRobotics #Sim2Real #EmbodiedAI #Web3AI #RobotOS
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Lambert Lee retweetledi
Unitree
Unitree@UnitreeRobotics·
Unitree Introducing | Unitree H2 Destiny Awakening!🥳 Welcome to this world — standing 180cm tall and weighing 70kg. The H2 bionic humanoid - born to serve everyone safely and friendly.
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Lambert Lee retweetledi
Tsla Archive
Tsla Archive@tesla_archive·
🚨BREAKING: ELON MUSK BETS BIG ON OPTIMUS WITH $685M CHINA DEAL! $TSLA • Tesla places $685M actuator order with Chinese supplier Sanhua Intelligent Control, boosting A-share robot sector • Sanhua’s stock hits daily limit as China emerges as key supplier for Tesla’s Optimus humanoid robot • Optimus moves closer to commercialization with small-scale testing at Fremont factory and 2026 delivery target • Musk eyes “second growth curve” with Optimus, aiming for $20,000 unit price and million-unit global market • Second-gen Optimus boasts 40% better joint flexibility and 25% lower energy use, paving way for mass production
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Lambert Lee
Lambert Lee@Lycan0422·
🚀 Great milestone for the RoboStack ecosystem! Huge thanks to the @peaq and @machinedex teams for the collaboration — marks the first step toward truly connected robotics economy. Excited for bringing self-sovereign machine identity and liquidity incentives to the community. 🌐
RoboStack@RoboStack_io

🤖We're pleased to announce the successful launch of $ROBOT trading on @machinedex , operating on @peaq - the Machine Economy Computer, the layer-1 for robotics and real-world apps. Besides bringing Robostack on MachineX, we will give Groot a peaq ID (self-sovereign machine identity); Robostack's new chapter will also include a liquidity incentive campaign for the peaq community!

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