2013: self-driving EVs were “too expensive, too limited, kinda toy-like.” No way it's going to be a thing. Then costs crashed, performance exploded, and Tesla refined the industry. 2025: Humanoid robots are EXACTLY where self-driving cars were in 2013.

The $30 TRILLION human labor market is breaking. Labor is getting EXPENSIVE and impossible to find, because birth rates are collapsing and immigration is slowing Humanoid robots are coming. Analysts say it's $450B market by 2034. I say $1 trillion+ when physical AI hits.

From AI agents getting SUED for shopping sprees to drones stalking cars on a single line of code... The agent revolution is here, and it's crazier than you think. My top mind-blowing finds this week 🧵

October went by quickly, but it left behind some big ideas that kept me very busy! Let me give you a quick recap of our work. 1. OpenMind Elon has been on a press tour talking about “his robot army” and why he needs more control at Tesla to build it. That should make anyone pause. @openmind_agi caught my attention for the opposite reason. They’re building an open robotics stack so robots don’t end up controlled by one company. A shared foundation others can build on. The ambition is huge and the need is obvious. 2. Surf Copilot I’ve been testing more tools lately, and @surfai is one research assistant I keep returning to. Drop any token into it and a swarm of agents pulls on-chain data, X posts, and public info into a clean summary. I shared how I use it to find an edge in crypto 3. TinyFish This one surprised me. An under-the-radar team raising $47M to build agents that read the messy half of the internet and rebuild the data underneath. I hadn’t spoken to @Tiny_Fish before publishing our deep dive, but one of our readers knew the founder and introduced me afterward. That kind of connection is why I love our community. We also pushed out our COT decentralized AI canon with seven theses on the new intelligence economy, including the Machine Economy Thesis and the AI Verification Stack. fyi my research now run two tracks: • @cot_research for crypto x AI • @theagentangle for non-crypto AI agents Markets are looking shaky atm but here’s to a stronger end of the year! (all links below)

🚨 Just published our deep dive on @DecartAI Their bet: make world models cheap enough to run in real-time, then stack products on top. After testing their interactive simulations, I'll say it. It's one of the most fascinating AI demos i've seen. We're entering what I call the Battle for the Leisure Loop. As AI frees us from hours of drudgery, a trillion-dollar market for attention opens. Decart’s long-term rivals are TikTok and Netflix. The winner is whoever can fill our free time with the most personal meaning. Why would I watch a fixed movie from a catalog when I can step into an experience that is never the same twice? This is our deep dive #3 into the AI startups everyone should be paying attention to

Gm frens. its t2049 week but work doesn't stop for us at @cot_research. New deep dive drops in <24h. Might be the most fun one we’ve written. This one literally changes the world.

the boardroom. the icu. the research lab. 5 signs AI agents are moving into your next-door office: 🧵

wrote a deep dive on @SierraPlatform Sierra is building the OS for customer service agents. they're betting that reliability engineering and supervision can make probabilistic systems dependable enough for Fortune-500 scale. v exciting stuff, we break down how they do it.

The Agent Angle #6: Fight Club Edition 🥊🤖 - this $2k whatsapp bot nukes support teams - AI with photographic memory rewrite Hollywood - Red-teaming AI agents: it went full fight club - @GoogleDeepMind's Opal is flying under-the-radar - @Get_Writer's Action agent is boring.. and brillant. Full breakdown here 👇

UX is dead. AX is here. we’re no longer designing for users. we’re designing for AI agents. that changes everything. Top 5 stories this week: 🧵

Our new newsletter The Agent Angle is live! This has been on my mind for months, and it finally felt like the right time to kick this off There’s a ton of amazing, fast-moving stuff happening in the AI agent world. And we’re obsessed. So each week, we'll send you 5 spicy, handpicked stories: the boldest launches, the wildest demos, the sharpest research paper findings. Curated by the @cot_research team to keep you ahead of whatever the hell is coming next. Note: this is not a crypto newsletter. First issue is out!