Canonical

Power Is the Rent

AI power leases turn into bonds, regulators slow compute futures, agents start designing chips, robots stall on cost, and stablecoins become B2B rails.

Oct 2 • Canonical

1

September 2026

Nobody Wants to Be Middleware

Amazon blocks Meta's shopping agent, BlackRock bets on machine money, and 950 Claude agents find a new enzyme system in 21 hours.

Sep 25 • Canonical

1

Robots Don't Need Robots

One model learned from a glove, another from other robots, a third from video. None of them needed a teleop fleet.

Sep 18 • Canonical

Who Underwrites the Robots?

Robotics startups are buying fleets with venture equity. They should be borrowing.

Sep 11 • Anthony Avedissian

3

1

1 Million AI Residents Need Passports

Simulated cities, critical cyber capability, NVIDIA’s custom-silicon strategy, generative worlds, and the identity layer for autonomous agents.

Sep 4 • Anthony Avedissian

2

August 2026

The Wrong Question About Robots

Why we invested in Robo

Aug 21 • Anthony Avedissian

7

Synthefy: Tabular Foundation Models Will Matter More to Enterprises Than LLMs

Beyond Text. Why the Market for "Number Tokens" Will Outgrow LLMs

Aug 18 • Canonical

4

Ways to Win in Robotics

The market is too big for one winner - enduring companies will either own the workflow or open the stack.

Aug 15 • Anthony Avedissian

6

The Open-Weight AI Debate

The open-weights fight isn't really about openness. It's about which danger arrives first, and which one founders can build against today.

Aug 1 • Anthony Avedissian

2

July 2026

Crypto: Usage Up, Price Down

The speculators left and the price fell. The usage they were leaving behind compounded the whole way down.

Jul 24 • Anthony Avedissian

5

1

Open Source Switched Sides

Open source was the hedge against concentrated power. In 2026 its biggest sponsor is the Chinese state, and value moves accordingly.

Jul 17 • Canonical

1

The Transistor Was the Easy Part

The next decade in chips will be won on integration, not invention.

Jul 10 • Anthony Avedissian

2