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Every so often a unique project spawns which gets to run its own race.
Day by day the thesis becomes more validated. Multiple companies raising at 9 figure valuations which have half the product Codec does.
VC’s being scared of the token because it’s launched on Pumpfun and isn’t “professional”.
As someone who’s spoken with, worked with and taken investments from hundreds of VCs over the years, I can promise you 99% offer little more than money.
The biggest value add to any project has always come from the closest advisors getting their hands dirty, community members and advocates across socials. Founders and teams are scared to publicly say this because they don’t want to ruin relationships and future funding rounds.
A community member with 2k followers who relentlessly bullposts and shares updates and theses in group chats would have more net impact than most VCs in this space.
Imagine coming across an elite team which has taken an entirely new approach, not only architecturally, but tokenwise.
Instead of filling the round out with investors who have a mandate to return funds to LP’s in a set time period, they’ve said screw that and gone for a bottoms up approach.
Most teams don’t believe in their product, hence they’re scared to launch without hype and months/years of build up to TGE.
What direction do you fall when you walk off a cliff? That’s why every token launching at X valuation plummets as you’ve shown every card in the deck before you’ve even launched.
The best teams are the ones who stay conserved, put their heads down and deliver day by day. They don’t need to maintain a billion dollar hype factory from the start and can instead use that mental bandwidth to ship the correct way and run their own race. Cobie himself said this.
Fast money has turned this industry backwards. To be successful doesn’t require you to be a freak of nature, it instead requires you to have the discipline to ignore the short cuts and take the right steps.
No matter how hard you try you simply can’t fake this. Veteran traders pick up on it from a mile away.
They’ve always said an up only chart is the best form of marketing, so why wouldn’t you launch at 0 and give yourself the best starting point?
$CODEC coded.


25.6.2025
Every so often a unique project spawns which gets to run its own race.
AI for the most part has been nothing other than chatgpt style terminals and creative image/video gen.
We’ve been hearing for several months that we’re on the cusp of everyone losing their jobs due to AI.
Yes it’s made everyone 10x in productivity, but we haven’t fully replaced people in the workforce. Why?
The dominant AI assistants today, from chatbots in a browser to experimental “agent” frameworks are strong in conversation, but structurally limited in execution.
They typically rely on a browser or simple scripting environment to perform tasks. While this works for fetching information or basic web automation, these agents struggle with complex, multi step processes and often break when things deviate from their confined path.
Current AI agents fail because they lack persistent memory and fault tolerance, when faced with unexpected errors, they can’t recover or adapt, often stalling or looping indefinitely.
Most operate in limited browser based environments and can’t access the full range of enterprise software, leaving the routined work beyond their reach.
Which is why we haven’t seen AI replace mundane company roles like customer support and administration. Not for lack of capability in the AI models themselves, but because the frameworks around them aren’t reliable enough for critical workflows.
So what’s needed?
A reimagined system architecture. One that addresses fault tolerance, memory, access, isolation, and efficiency in a singular framework.
Rather than stalling at the first unexpected input, they should catch errors, adapt, and retry different methods, much like humans do when things go wrong.
To scale AI into real workflows, it needs persistent memory and task tracking to operate reliably over long durations.
They also require full ecosystem access, beyond browser tools to use the same software humans do, including desktop applications.
Without secure isolation, agents can't operate safely in dedicated environments, making large scale deployment risky due to potential cross system interference.
If they want their runtime to be consistent and efficient, they’ll also need smart resource management that treats computers like a live functioning body.
For those that connected the dots, @Codecopenflow recent Fabric release brings all of this together, giving AI agents reliable, fully dedicated operating systems (OS) that combine the cognitive power of advanced models with the infrastructure they need to function like dependable digital workers.
Fabric in itself could be a completely independent licensed software. It transforms agents from browser bound scripts into autonomous operators with full OS level access.
Much like a DEX aggregator routes the most efficient price to you, Fabric is the routing layer which serves Codec’s deep level architecture.
You list your CPU, GPU, memory needs and any region preferences. This means finding the most cost effective servers like AWS/google cloud or GPU resources from Render/IO net.
Codec provides clean SDKs and an API for full control of these AI operators. A company can integrate Codec agents into their existing software pipeline (for example, spin up an agent to handle a user request, then spin it down) without needing to reinvent their infrastructure.
In customer support, agents can manage entire workflows, query resolution, CRM updates, refunds, reducing labor costs by up to 90% while improving consistency and uptime.
For business operations, Codec automates repetitive administrative processes like invoice handling, HR updates, and insurance claims, especially in high volume sectors like finance and healthcare.
By focusing on a fully isolated, multi app environment for each AI operator, AI isn’t restricted by the critical issuesof reliability and integration that previous frameworks couldn’t address.
Essentially turning cloud computing infrastructure into a flexible assembly line for AI workers. Each “worker” is given the right tools (apps, OS, data access) and a safety harness (isolation + fault handling) to do its job.
Every improvement in AI models (GPT-5 etc) only increases the value of Codec’s platform, because better “brains” can now be plugged into this strong “body” to accomplish even more complex jobs.
Codec is model agnostic (works with any AI model), so it stands to benefit from the general AI progress without being tied to a single provider’s fate.
We are at an inflection point similar to the early days of cloud computing. Just as the companies that provided the platforms for cloud (virtualization, AWS’s infrastructure, etc) became indispensable to enterprise IT, a company that provides the go to platform for AI agents to operate will capture a huge market.
OpenAI have already released a fully agentic cloud coding terminal called Codex. Codex will be a mini local version of Codex you can run on your computer, but more importantly Codex’s primary model will be in the cloud with it’s own computer.
The co-founder of OpenAI believes that the most successful companies in the future will be these two types of architecture merged together. Sounds familiar.
What’s next?
Instead of telling you what’s next, maybe it’s better I point to what we haven’t seen yet:
- No confirmed token utility
- No incentives
- No core roadmap
- No demos
- No marketplace
- Minimal partnerships
Considering how much is in the pipeline along with new websites, updated docs, deeper liquidity pools, community campaigns/marketing and robotics. Codec hasn’t revealed many cards yet.
Sure there might be more ready made browser based products currently on the market, although how long until they’re obsolete?
This is an investment into the direction of AI and the primary architecture that will replace human workforces.
Codec coded.

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