The Data Layer of Physical AI and Robotics

Why the data layer is the most valuable opportunity in robotics today, and what kind of business is positioned to capture it

Aug 18 • Gabe Tramble and Paul Timofeev

6

Dashboards are Dead: The SaaS to AI-Agent CLI Pipeline

The last time the customer changed from a human to a machine it created a $135B industry. The agent-first shift is bigger.

Aug 17 • Gabe Tramble

3

x402 Is More Than Agent Payments

x402 is becoming the discovery layer for the agent economy, the place agents find services and providers get found and paid in the same call.

Aug 14 • Gabe Tramble

1

Circle and $USDC's Role in the Agentic Economy

How the agent economy is taking shape, and why Circle built an AI stack to settle agentic commerce in USDC.

Aug 7 • Paul Timofeev and Gabe Tramble

9

1

The Permanent Underclass is a Product

The Permanent Underclass is a concept plaguing retail, operators, and builders in the AI-osphere. It is also a product being sold to you.

Aug 5 • Gabe Tramble

9

1

May 2026

HTTP 402: How Machines Move Money

Every second, ~80+ million HTTP requests are sent over the internet on average.

May 28 • Paul Timofeev

1

2

March 2026

When Machines Move Money

What do payment rails in an agentic economy look like?

Mar 24 • Paul Timofeev

9

1

1

Block Building on Solana and the Future of Internet Capital Markets

Solana’s Block-Building Environment Today

Mar 20 • flow

3

January 2026

Building The Encrypted ICO With Zama

As ICOs return with renewed momentum, their underlying infrastructure becomes critical.

Jan 15 • Paul Timofeev

4

December 2025

MetaDAO: The New Capital Formation Layer of The Internet

A special thanks to Connan and Mathis for their feedback and review.

Dec 23, 2025 • flow

7

2

1

Inside Talus: The Infrastructure for Onchain Autonomous Agents

The agentic economy needs the right rails to flourish.

Dec 18, 2025 • Bithiah Koshy

4

2

October 2025

Building DeFi’s Investment Bank

Transparency does not solve coordination.

Oct 29, 2025 • Paul Timofeev

4

1

2