Research & Deep Dives

Research Explainers

Research papers, reports, scenarios, and technical findings translated into practical implications for builders and operators.

Open Research & Deep Dives

When the Odds Cannot Be Calculated

When probabilities and outcomes are impossible to predict, most investors flee. Richard Zeckhauser argues this domain of profound ignorance is precisely where the greatest returns are found—if you have the right framework.

When Do AI Agents Actually Need Blockchains?

Jeremy Allaire argues that AI agents need economic infrastructure for payments, identity, and coordination. This explainer separates the functions that genuinely benefit from blockchains from those better handled by conventional systems, clarifying where onchain architecture earns its complexity.

AI Traffic Is Becoming Workflow Traffic

OpenRouter's 100 trillion token usage study suggests AI demand is shifting from simple text generation toward reasoning, tools, code, and context-heavy workflows. This explainer maps what that change means for model providers, infrastructure, and the economics of serving AI.

AI 2040 Is a Governance Plan, Not a Forecast

AI Futures Project's AI 2040 scenario is less a prediction than a governance proposal. This explainer examines its case for compute verification, research transparency, and international coordination strong enough to slow a race toward concentrated control.

AI Delegation Is a Management Choice, Not a Capability Test

A study of 199 startup founders suggests AI adoption depends as much on managerial willingness to delegate work as on beliefs about model capability. This explainer shows why adoption is a management-design choice, not simply a technology-readiness test.

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