by 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
Language
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Publishing Since
4/30/2025
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August 5, 2025
<p>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.</p><p>This week, we map the world of Verifiable AI, the high-stakes race to replace blind trust with cold, hard cryptographic proof. </p><p>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.</p><p>The cost of blind trust is becoming too high to ignore.</p><p>This is the blueprint for AI's accountability layer. Join us as we crack open the black box.</p><p>Full research deep dive: <a href="https://www.google.com/url?sa=E&q=https%3A%2F%2Fchainofthought.xyz%2F" target="_blank" rel="ugc noopener noreferrer">https://chainofthought.xyz/p/don-t-trust-verify-the-emerging-stack-for-ai-verification-e18a</a></p>
July 29, 2025
<p>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.”</p><p>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. </p><p>This is the story of how AI finally gets a body.</p><p>Join us as we explore the collision of simulation, hardware, and crypto incentives that are building our physical future.</p><p><br></p><p>Full research deep dive on robotics: <a href="https://www.google.com/url?sa=E&q=https%3A%2F%2Fchainofthought.xyz%2F" target="_blank">https://chainofthought.xyz/p/robotics-the-age-of-physical-ai</a></p>
July 10, 2025
<p>In this episode, Teng Yan and CK unpack some of the most important moves in AI and big tech right now:</p><p>– Meta is quietly building a new superintelligence lab</p><p>– xAI and Tesla push forward with robotaxi ambitions</p><p>– Apple’s AI strategy shifts toward partnerships over product</p><p>– SoftBank wants to turn Arizona into the next trillion-dollar AI hub</p><p>– And we ask: what happens to labor when AI gets really good?</p><p><br></p><p>This is a cross-post from Escape Velocity, our podcast on the frontlines of Web2 AI.</p><p>For more future episodes and sharp takes on AI, follow Escape Velocity here:</p><p><a href="https://youtu.be/Vbxw0Rcx59w">Youtube</a></p><p><a href="https://open.spotify.com/episode/1WKG0tz78fhYnybzQ38HNF?si=iFXWni3DRYiGcBrb1IZMCg" target="_blank" rel="noopener noreferer">Spotify</a></p><p><a href="https://podcasts.apple.com/sg/podcast/escape-velocity-with-ck-and-teng-yan-ai-and-tech-podcast/id1818769478?i=1000716188365" target="_blank" rel="noopener noreferer">Apple Podcasts </a></p><p><br></p><p><br></p>
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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
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