Emerging Tech
The frontier the desk watches before it hits the tape — AI, robotics-adjacent shifts and the internet's rebuild. Where the next crypto market gets its narrative and its flows.
The $57k robot teacher: physical AI at cost-parity?
A NY school bought a $57k humanoid teacher, cheaper than a salary. Cost-parity milestone, or price theater around a seated bot? For and against.
Half the internet is fake. What’s your clout worth now?
Bots passed 51% of traffic, $180B of ads will hit ghosts — and the rebuild of the internet's ego layer is the trade.
Who is the $36B AI founder nobody's ever seen?
$36B on a $50B company vs $8B on a $965B one — Bloomberg's AI rich list is an ownership lesson, not a scoreboard.
🇨🇳 China AI vs. 🇺🇸 USA AI
The model layer is commoditising — and the geo-block we flagged is arriving from both sides.
The ASI transition: naive, or naive squared?
Vitalik refuses both camps on superintelligence — and the refusal points at the one trade that pays in either world.
Why AI agents need crypto rails
Autonomous software needs a wallet, permissionless payments and instant settlement. Crypto is the only financial system built for non-human actors.