Chain of Thought

Teng Yan

Chain of Thought is where the brightest minds in AI and Crypto meet sharp, actionable research. Trusted by top investors, builders, and traders, we break down the trends shaping the future and the opportunities hidden in plain sight. New episodes weekly

Episodes

  1. 5 AUG

    Don’t Trust, Verify: The Emerging Stack for AI Verification

    Most of the AI you use runs on faith. You're promised GPT-4.5, but what you get is a black box. There's no proof, only a promise. This week, we map the world of Verifiable AI, the high-stakes race to replace blind trust with cold, hard cryptographic proof. We break down the Verification Trilemma: a brutal choice between pure math, economic games, and trusting the integrity of the chip itself. This is the technology that will power AI oracles, govern on-chain agents, and decide if a DeFi trade is safe. The cost of blind trust is becoming too high to ignore. This is the blueprint for AI's accountability layer. Join us as we crack open the black box. Full research deep dive: ⁠https://chainofthought.xyz/p/don-t-trust-verify-the-emerging-stack-for-ai-verification-e18a

    13 min

  2. 29 JUL

    Robotics & The Age of Physical AI

    The robots are here. They’re walking out of labs and into our warehouses. But can one clean up a messy kitchen after a house party? That is the billion-dollar question at the heart of the “Physical Turing Test.” This week, we map the new race for physical intelligence. From Tesla’s Optimus to Boston Dynamics, the hardware is impressive. The real bottleneck is data. Robots need trillions of real-world interactions to learn, and they can’t get it fast enough. This is the story of how AI finally gets a body. Join us as we explore the collision of simulation, hardware, and crypto incentives that are building our physical future. Full research deep dive on robotics:  ⁠https://chainofthought.xyz/p/robotics-the-age-of-physical-ai

    15 min

  3. 10 JUL

    Escape Velocity: The AI Wars (Meta, Grok, Apple)

    In this episode, Teng Yan and CK unpack some of the most important moves in AI and big tech right now: – Meta is quietly building a new superintelligence lab – xAI and Tesla push forward with robotaxi ambitions – Apple’s AI strategy shifts toward partnerships over product – SoftBank wants to turn Arizona into the next trillion-dollar AI hub – And we ask: what happens to labor when AI gets really good? This is a cross-post from Escape Velocity, our podcast on the frontlines of Web2 AI. For more future episodes and sharp takes on AI, follow Escape Velocity here: ⁠Youtube⁠ Spotify Apple Podcasts

    47 min

  4. 3 JUL

    Bittensor Subnets: The Best Place to Watch Crypto AI Unfold

    What happens when a quiet, cult-like project throws itself into the free market? A civil war for capital begins. Today, we dive into Bittensor 4 months after its radical dTAO upgrade, which turned its network into a high-stakes arena. Now, hundreds of AI subnets must fight for survival, proving their value directly to investors. Their token price is a live referendum on their credibility. Hundreds of millions of dollars are about to shift. This is the new frontier where crypto and AI collide. Join us as we map the battleground before the mania begins. Full research at ⁠chainofthought.xyz⁠.

    13 min

  5. 27 JUN

    Compute, The Next Big Primitive

    The AI revolution is consuming more power than entire countries, and the world's tech giants can't build data centers fast enough. This incredible strain creates an opening for a radical new model: decentralized compute. Imagine a global "Airbnb for GPUs," where processing power is 80% cheaper. So why isn't everyone using it? This is the story of a brilliant idea facing a messy reality. We unpack the promise of networks like Akash and io.net, but also the five brutal challenges holding them back from powering our AI future. It’s a battle between scrappy upstarts and centralized kings. Join us as we explore the high-stakes race to forge compute into crypto's next great primitive. Full research at ⁠chainofthought.xyz⁠.

    12 min

  6. 7 JUN

    Mental Models for AI & Crypto

    They say we're early. But what if "early" means standing at the foot of a $60 billion wave most haven't even spotted? Crypto and AI are converging, forging a new reality from seemingly opposite forces. Today, we decode the essential mental models that separate real signal from deafening noise in this explosive intersection. We reveal why tokens are the rocket fuel for this new era, and how the critical Utility-Attention-Trust triangle dictates who wins and who vanishes. This is the very infrastructure of tomorrow being built, block by block, algorithm by algorithm. Join us as we track the giants emerging from the digital frontier. Full research at ⁠⁠chainofthought.xyz⁠⁠.

    10 min

  7. 20 MAY

    The Great AI Bottleneck is Data

    The AI revolution confronts a stark reality: the well of high-quality public data is nearly dry. As model sophistication soars, truly valuable information becomes a premium, elusive asset. But what if the most critical data remains untapped, locked away or awaiting creation? This is where crypto-networks are innovating. Platforms like Grass deploy decentralized scraping, Vana empowers user-owned data sharing, and Dria generates synthetic datasets. Leveraging tokens for incentives and blockchains for provenance, these systems are building a new data frontier. Explore with us how this nascent economy will shape the future of AI. Full research at ⁠chainofthought.xyz⁠.

    16 min

  8. 3 MAY

    Spheron: Sovereign AI Agents & Compute

    When Agents Dream of Power They can reason. They can plan. They can write proposals and predict outcomes better than most humans. But when an AI agent wants to act—spin up compute, move funds, scale its own operations—it hits a wall. No wallet. No keys. No access. This week, we explore Spheron, the decentralized infrastructure project giving agents real-world autonomy. From programmable GPUs and on-chain escrows to the eerie logic of agent “breeding,” Spheron is building the rails for an AI economy where humans aren’t required. What happens when agents become buyers, operators, governors, and maybe even parents? The future is autonomous, and it’s already waking up. Join us as we follow the path from sandbox toys to sovereign machines. Full research: ⁠https://chainofthought.xyz/p/openledger-scaling-attributable-payable-intelligence

    15 min

  9. 30 APR

    State of the Swarm (I): AI Agents & Swarm Economies

    Picture a world where millions of AI agents roam the digital frontier—negotiating deals, allocating capital, and making real decisions without human oversight. A world stitched together not by monoliths, but by swarms: fast, decentralized, unstoppable. In this episode, we crack open the next phase of AI: autonomous agent economies. From the lessons of ancient Silk Road bazaars to the emergence of crypto-powered AI swarms, we explore how wallets, smart contracts, and DeFi protocols are transforming agents from simple tools into full-blown economic actors. This is the new frontier: open, chaotic, rich with opportunity. And it’s unfolding faster than anyone expected. Full research at chainofthought.xyz. Join us as we map the coming swarm.

    12 min

  10. 30 APR

    Frodobots: The Robots are Coming

    Ten trillion dollars of opportunity. And robots are stuck in the lab. What if solving robotics wasn’t about billion-dollar humanoids… but sidewalk bots controlled like a real-life Mario Kart? Join us as we explore how FrodoBots turned urban streets into data farms, turned gamers into AI teachers, and kicked off a wild experiment called BitRobot—where every robot has a passport, every action earns crypto, and the real world becomes programmable. You’ll hear about Earth Rovers, cage-fighting bots, memecoin-fueled AI agents, and the crypto incentives reengineering how machines learn to move.🔥 The machines are waking up. Full essay at https://chainofthought.xyz/p/the-robot-are-coming-frodobots

    22 min

  11. 30 APR

    OpenLedger: Is this AI's YouTube moment?

    The age of “one AI to rule them all” is crumbling. In its place: thousands of specialized minds, each sharper than the last. Today on Chain of Thought, we enter OpenLedger’s daring vision, where every line of expert knowledge becomes currency, and AI models pay tribute to the data that shaped them. Picture a surgeon’s manual that trains a medical AI… and sends royalties back to the doctor. Imagine Solidity coders, biotech researchers, and DeFi traders building micro-economies from their expertise. This is Payable AI. Proof of Attribution. A YouTube moment , not for videos, but for intelligence itself. The race for smarter, faster, fairer AI has already begun. Join us as we map the battleground. Full essay at: https://chainofthought.xyz/p/openledger-scaling-attributable-payable-intelligence

    13 min
  • 11 Episodes

About

Chain of Thought is where the brightest minds in AI and Crypto meet sharp, actionable research. Trusted by top investors, builders, and traders, we break down the trends shaping the future and the opportunities hidden in plain sight. New episodes weekly

Information

  • Creator
    Teng Yan
  • Years Active
    2K
  • Episodes
    11
  • Rating
    Clean
  • Copyright
    © Teng Yan
  • Show Website
    Chain of Thought