I just published my 177th weekly newsletter on crypto AI & robotics
This week provides a broader landscape analysis
Which protocols are missing? Drop their core thesis in the comments below👇
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@KhalaResearch for more in depth reporting
There are dozens of extremely promising teams building AI first protocols on Base
But where have you allocated the bulk of your capital, and what’s your thesis?
- Robotics
- Investible algorithms
- Inference
- Compute
- Model pre-training
- Post-training
- Agentic orchestration
- AI incentive mechanisms
- Privacy AI
- Agentic commerce
- Memory & data storage
- Model/data marketplaces
- Energy
- Identity and reputation systems
There’s so many sub categories of crypto AI that you could pick and gain an edge
But some segments will give you more upside than others, you just need to spend some time understanding the potential upside of each