J◎E

prediction: a frontier lab is going to launch an L1
*wait wait, hear me out*

- massive funding issues
- the government needing more and more people to buy debt (via stablecoins)
- groundbreaking math and advanced understanding of zero-knowledge proofs
- hyperliquid coming to the US
- agentic commerce

seems like a no brainer. and when they do, you go all in

hint: it'll be OAI, the one who keeps pouring resources into math and can no longer IPO this year

maybe we should all take a week to further harden our systems. security week.

anthropic is now watermarking it's outputs. they say it's to comply with the 'EU AI Act', but the more important reason is likely that watermarking can survive distillation.

doing some research into what an onchain ai company would look like, tools:

Agent hosting
- AgentCore Runtime: managed cloud agents
- Cloudflare Agents: persistent agent instances

Workflows & execution
- Temporal: durable workflows
- E2B: cloud execution sandboxes
- Modal: isolated code execution
- Daytona: persistent execution environments
- OpenShell: enforced runtime policies

Identity & permissions
- Cedar: policy-based authorization
- AgentCore Gateway: tool access enforcement
- Entra Agent ID: agent identities
- OpenFGA: granular access controls
- SPIFFE / SPIRE: cryptographic workload identities
- UCAN: scoped permission delegation
- AWS IAM: cloud resource permissions

Accounts & credentials
- AgentMail: agent email inboxes
- Composio: authenticated app tools
- Nango: OAuth + API integrations
- Auth0 Token Vault: delegated account access
- AgentCore Identity: workload identity + credentials
- 1Password SDKs: programmatic secrets access

Browser access
- Browserbase: persistent browser logins
- AgentCore Browser: managed browser sessions

Shared context & storage
- Letta: persistent shared memory
- LangGraph: checkpoints + cross-thread state
- Postgres: company state + event history
- S3: documents + file storage

Interfaces & protocols
- MCP: agent-to-tool connections
- A2A: agent-to-agent communication

Payments
- AP2: payment authorization mandates

Monitoring
- Langfuse: traces + evaluations
- LiteLLM: routing + spend controls
- OpenTelemetry: standardized application telemetry

stop thinking, stop introspecting. build some thing. fail. build a next thing. fail. build enough things and one of them might succeed. at the very least you'll get good at building things.