#1: Data Networks

Whoever controls the data controls the model.

We break down how tokenized data networks are building the next AI moat, and where investors should be looking now.

#2: Decentralized Compute

Compute is crypto’s next primitive: scarce, verifiable and permisionless.

Decentralized compute networks are challenging the hyperscalers and winning early adoption

#3: Decentralized Training

The moonshot: training frontier AI models without a single trusted party

We unpack the tech, the trade-offs, and the players chasing it.

#4: Robotics & Physical AI

The robots are coming.

We show what it takes to ignite the trillion-dollar robotics boom. It’s all about data

#5: AI Verification

Can you trust what an AI tells you? Here’s the emerging stack to verify outputs at scale.

Verifiable inference could represent an annual opportunity of $100+ billion by 2030