NVIDIA: GTC 2025 & Investment Memo
🧠 Sector Analysis

NVIDIA: GTC 2025 & Investment Memo

Keynote insights. And could this be our 2nd shot at the trillion-dollar AI wave?

Teng Yan
Teng Yan
Apr 7, 2025
What I'm Watching in 2025
🧠 Sector Analysis

What I'm Watching in 2025

My predictions on the year ahead (and how I'll be hilariously wrong)

Teng Yan
Teng Yan
Jan 8, 2025
Our Crypto AI Thesis (Part II): Decentralised Compute is King
🧠 Sector Analysis

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

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

Teng Yan
Teng Yan
Dec 3, 2024
The Dawn of the Crypto Agentic Era
🐵 AI Agents

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
Teng Yan
Oct 30, 2024
Our Crypto AI Thesis (Part I): The Massive Lifetime Opportunity
🧠 Sector Analysis

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
Teng Yan
Sep 30, 2024
Spicy Takeaways From Token 2049
🧠 Sector Analysis

Spicy Takeaways From Token 2049

My key insights, bold predictions, and what’s next for Crypto AI

Teng Yan
Teng Yan
Sep 23, 2024
How I'm thinking about: Decentralised AI Training
🧠 Sector Analysis

How I'm thinking about: Decentralised AI Training

Foundation-scale models are no longer the domain of the top AI labs

Teng Yan
Teng Yan
Sep 9, 2024
The Ultimate Crypto AI Primer
🧠 Sector Analysis

The Ultimate Crypto AI Primer

A painstakingly curated list of resources so you'll be more informed than 99% of people

Teng Yan
Teng Yan
Jul 18, 2024
Decentralised AI will save humanity
🧠 Sector Analysis

Decentralised AI will save humanity

The stakes are high & our window of opportunity is small

Teng Yan
Teng Yan
Jul 10, 2024
Opinion: Baby >> GPT-4
🧠 Sector Analysis

Opinion: Baby >> GPT-4

What makes intelligence, truly intelligent?

Teng Yan
Teng Yan
Jul 3, 2024