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Long-form, high signal reports covering today's emergent technologies

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11.07.2025
Our research
40 Min Read
By Lex

A striking trend is the rapidly blurring line between AI models and applications. AI startups are achieving remarkable growth—Flowith (formerly GenSpark) reached $10 million Annual Recurring Revenue (ARR) in just nine days.

50 Min Read
By Pondering Durian

This report explores the evolution and competitive landscape of AI agent frameworks, which serve as the “bodies” enabling AI models to interact with the real world. It analyzes both Web2 and Web3 agent frameworks, their strengths, weaknesses, and future implications for enterprise automation, decentralized AI (DeAI), and the broader economy.

122 Min Read
By Pondering Durian

The Year Ahead for Crypto 2025 – Full Series: AI+DePIN DeFi Gaming Infrastructure Markets The Year Ahead...@RaminNasibov If 2023 was the year AI broke the Internet, then 2024 was the year AI broke financial markets...

11.07.2025
Our research
63 Min Read
By Pondering Durian

The fabric of the internet is shifting. In under three years, we may very well see PHD level silicon intelligence in many domains. LLMs are rapidly proving capable of playing a human-like role in combining memory, reasoning, and tool utilization to accomplish higher-order tasks.

11.07.2025
Our research
39 Min Read
By Pondering Durian

As software creation moves from talented developers to mountains of GPUs trained on their prior output, we are seeing competing visions for how the tech stack of intelligence will evolve. I

42 Min Read
By Pondering Durian

The inputs which underpin economic activity are shifting. The networks of capital and labor which drove the 20th century are rapidly giving way to those of the 21st: networks of data and compute. Data is the raw material. And compute is increasingly the means by which it is converted into a “finished product”. In services-driven economies, intelligence is the product.

11.07.2025
Our research
45 Min Read
By Pondering Durian

The following report is a layman’s exploration into the AI value-chain: a peek into the awesome resources being deployed by the hyperscalers and the emergent decentralized AI ecosystem, assisted by cryptography & distributed incentives, aiming to present a viable alternative.