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Featured Report

Crypto AI Protocols

Our analysis of the most interesting AI startups & protocols in Web3

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October 9, 2024

OLAS: Towards A Billion AI Agents

Olas shows promising signs of growth — just waiting for the flywheel to ignite.

Teng Yan,Josh

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September 12, 2024

Nous Research: All You Need to Know

Artificial Intelligence Made Human

Teng Yan, Josh

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September 3, 2024

Dither AI: All You Need to Know

A foundation model for Time Series Forecasting

Josh,Teng Yan

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August 26, 2024

Hyperbolic: All You Need to Know

The Open Access AI Cloud

Josh, Teng Yan

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August 15, 2024

Sahara AI: All You Need to Know

They have an audacious vision: Your Knowledge, Your AI

Josh,Teng Yan

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July 30, 2024

Creator Bid: All You Need to Know

Creator Bid is the Future of Influencer Content

Josh,Teng Yan

Deep Dives

Thesis-driven insights & Sector reviews

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December 3, 2024

Our Crypto AI Thesis (Part II): Decentralised Compute is King

Decentralised compute is the backbone of Crypto AI — GPU marketplaces, training & inference.

Teng Yan
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October 30, 2024

The Dawn of the Crypto Agentic Era

AI agents make the path forward for crypto crystal clear. Plus some projects on my radar.

Teng Yan
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September 30, 2024

Our Crypto AI Thesis (Part I): The Massive Lifetime Opportunity

My full thesis is on why I'm uncomfortably bullish on crypto AI and why we are still early.

Teng Yan

Weekly Newsletter & Weekender

Covering all the most important developments in Crypto AI so you never miss a thing 

November 29, 2024

Weekly AI Edge #23

0 - $100M marketcap in 24 hours on UBC. AI agents on Base are picking up fast.
Josh,Teng Yan
November 22, 2024

Weekly AI Edge #22

We explain ai16z's Eliza Drama. AI agents everywhere.
Josh,Teng Yan
November 15, 2024

Weekly AI Edge #21

Binance lists an AI meme token which goes 30x. 0G Labs secures $290M in financing!
Josh,Teng Yan