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Research on AI, Agents, and the Machine Economy

Clear analysis of where software agents, robotics, and crypto are actually going.
This is a living archive of our best work.

Dec 30, 2025

by Teng Yan

The 2026 AI Playbook

A distilled roadmap from 1,436+ frontier conversations by top investors and builders.

The 2026 AI Playbook

Dec 29, 2025

by Ayan Khokhar, Teng Yan

The Agent Angle #27: The Christmas Heist

INSIDE: The Grinch hacks agents and and the moment shopping leaves Amazon.

The Agent Angle #27: The Christmas Heist

Dec 22, 2025

by Ayan Khokhar, Teng Yan

The Agent Angle #26: The Gullible

INSIDE: A vending machine breaks by social engineering and SaaS meets its match.

The Agent Angle #26: The Gullible

Dec 18, 2025

by Ravi P, Teng Yan

K-Scale: The Team That Tried to Beat Tesla

Lessons on the fragile economics of open-source humanoid robots

K-Scale: The Team That Tried to Beat Tesla

Dec 15, 2025

by Ayan Khokhar, Teng Yan

The Agent Angle #25: Touching Reality

INSIDE: An AI out-hacks Stanford’s security and AI learns to use your phone.

The Agent Angle #25: Touching Reality

Dec 8, 2025

by Ayan Khokhar, Teng Yan

The Agent Angle #24: Real Stakes

INSIDE: An agent deletes a life’s work and GPT is better than... VCs?

The Agent Angle #24: Real Stakes

Dec 1, 2025

by Ayan Khokhar, Teng Yan

The Agent Angle #23: New Frontlines

INSIDE: Police starts deploying triage agents and Poetiq’s tiny team redraws the AGI frontier.

The Agent Angle #23: New Frontlines

Nov 24, 2025

by Ayan Khokhar, Teng Yan

The Agent Angle #22: Shadow Learning

INSIDE: An AI out-researches human experts and MIT trains an agent to build 3D models with CAD.

The Agent Angle #22: Shadow Learning

Nov 17, 2025

by Ayan Khokhar, Teng Yan

The Agent Angle #21: Silent Operators

INSIDE: Claude runs an AI-native cyber attack and Windows tries to reinvent itself as an agentic OS.

The Agent Angle #21: Silent Operators

Nov 10, 2025

by Ayan Khokhar, Teng Yan

The Agent Angle #20: The Divide

INSIDE: : Amazon sues a rogue shopper, and Microsoft’s market of AIs collapses on itself.

The Agent Angle #20: The Divide
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Chain of Thought

Decoding The Machine Economy

Independent research on the convergence of AI Agents, Robotics, and Crypto

We provide the signal for the next technological supercycle

We provide the signal for the next technological supercycle.