All reports
Age of Machines: The Learning Problem
Key takeawayThe cheapest robot training data is turning out to be some of the most valuable.
Walrus: Solving the AI Memory Bottleneck
Key takeawayAI agents are being deployed to millions of users at a velocity that has no precedent in enterprise software.
Bittensor: The Investment History
Key takeawayAI infrastructure is the defining equity narrative of this generation, and Bittensor is the most developed open alternative in production.
XMAQUINA: Onchain Markets for Pre-IPO Robotics Equity
Key takeawayHumanoid robotics is entering early commercialization, with funding reaching nearly $14B in 2025 and combined valuations across leading companies exceeding $85B.
Surf: A Data Platform for Crypto Intelligence
Key takeawayFrontier AI has a documented, measurable routing failure on crypto tasks. 67.4% accuracy ceiling against an 80% human analyst baseline.
x402: Unlocking the Internet's Missing Payment Layer
Key takeawayThe internet was built without a native way to move money.
The Dawn of the Autonomous Software Factory
Key takeawayIn February 2026 Anthropic announced the Claude Code Security product, wiping billions off the market caps of incumbent security products like Cloudflare.
Bittensor: The Intelligence Olympics
Key takeawayArtificial Intelligence (AI) development is increasingly centralized, closed, and extractive.
Decentralized Robotics: Landscape and Outlook
Key takeawayDecentralized robotics represents a structural evolution in how machines operate, learn, coordinate, and create economic value.