Self-driving labs combine AI and robotics to run the full scientific design-make-test-analyze cycle autonomously, compressing an iteration loop that takes months in a conventional lab down to days or...

The AI model wars are heating up. Every company wants its LLM model crowned king – but the key question is no longer whose model is technically superior, it has shifted to how these models can be harn...

Google decides what you discover. Reddit curates what you see. Amazon controls what you buy. These giants operate as walled gardens, trapping you in their echo chambers. Their algorithms act as black...

The cloud computing infra is showing its age. We have billions of powerful devices sitting idle – yet we still depend on server farms owned by a handful of centralized tech giants. Meanwhile, AI workl...

The AI application bubble has only just begun. RL, distillation, inference time compute: the cat is out of the bag. Even if models were not scaling along four vectors (which they are) and the capabili...

2025 is poised to be a big year for both DeAI and DePIN, two crypto sectors we expect to continue outperforming as Bitcoin charts it’s course into the unknown. We expect 2025 to be the year where main...

The agentic economy may prove to be the most lucrative investment theme of our generation. With the value of your labor going to zero, the train only leaves the station once. The industrial revolution...

Software is eating the world. AI is eating software. AI is largely the combination of data, compute and talent. The entity or network which most effectively organizes these resources is set to own the...

Dive into the Infrastructure Layer of the Decentralized AI (DeAI) crypto stack in part 2 of our DeAI series. Learn about Compute projects like Render, Gensyn, io.net and more, plus whether the "Airbnb...

The report discusses the longstanding user experience (UX) problems in on-chain applications within the cryptocurrency space, emphasizing the need for improved interfaces to make interactions more acc...

Can decentralized AI (The Square) compete with the behemoth that is centralized AI (The Tower)? The following report is an exploration into the AI value-chain: a peek into the awesome resources being...

Crypto x AI is the hot new thing. Almost overnight, talk of d/acc and AI agents diffused across the timeline. […]...

A recent and dramatic surge in artificial intelligence innovation has likened the field to a Cambrian explosion. AI went from the realm of science fiction for many to something rapidly approaching rea...

This month’s musing will be devoted to analyzing vibes. You might think, what’s the point of wasting time on, uh, “vibes?” Shouldn’t we focus on more important stuff like numbers, charts, and math? We...

Additional Resource: Delphi interviewed ASM co-founders Aaron and David on our podcast in October 2021. You can review our full […]...

Roughly a year has passed from when I first wrote about our acquisition of 5 Mystic Axies. Since that time, […]...