Happy weekend, friends 👋
I'm excited to share something new I've been developing: video research briefs.
I know our research reports require blocking time to read (and a few cups of coffee). So I’m experimenting with YouTube to present our most important ideas in a concise, digestible way.
This week’s one is a good one.
As I’ve often mentioned, we are quickly entering the Machine Economy. A world where AI agents drive our cars, manage our treasuries, and execute critical infrastructure decisions. But there is a massive, $100 billion problem lurking beneath the surface: AI is a black box.
We currently lack the tools to truly verify if an AI has been manipulated, is operating correctly, or is even telling the truth.
In this 10-Minute Research Brief, I break down an urgent engineering race in tech: The AI Verification Trilemma.
Why every verifiable AI system has to optimize for cryptographic rigor, cost, or speed.
A clear breakdown of the three competing technologies (ZKML, TEEs, and OPML) fighting to become the accountability layer for all AI.
How Verifiable AI will unlock trusted, autonomous AI agents that can manage entire organizations.
Alright…it’s a journey, and I feel awkward on video, but I want to make this video series a valuable, high-signal resource for you. So I'd love your feedback on the new format.
Sneak Peek: I'm also experimenting with a 5-minute daily AI roundup podcast on my YouTube channel. Sharing the top news I’m watching in my raw voice. If that sounds interesting, hit reply and let me know!
Enjoy your Sunday,
Teng Yan

