01
The AI Capex Supercycle
A framework for valuing compute infrastructure, foundation model moats, and the downstream reordering of software economics as inference cost collapses toward zero.
Intelligence Archive
Research Papers
Original research on the convergence of artificial intelligence, robotics, and blockchain — and the capital implications of the Singularity.
02
Embodied Intelligence & the Labor Singularity
Humanoid and general-purpose robotics are converging with multimodal foundation models. We map the supply chain, unit economics, and the addressable GDP as physical labor becomes programmable.
03
Agent-Native Payments & Machine Economies
Once AI agents transact autonomously, settlement rails must be permissionless, programmable, and sub-second. A thesis on the stablecoin / L2 stack that underwrites the machine economy.
04
Portfolio Construction at the Singularity
How to weight AI, robotics, and blockchain exposure as the three sectors co-accelerate. Scenario analysis, correlation decay, and the case for concentrated conviction over diversification.
Drop PDFs into the papers/ folder and they’ll link here automatically.