My first @delphi_intel report, 'Browser Wars Got Personal' is out! The era of app-centric computing is coming to an end. As AI learns to understand human intent directly, browsers are emerging as the ultimate frontend for using AI. Welcome to the AI Browser wars. 🧵

'For you' tab should be 'For us'. i'll pay to not ever see it again.

utilities: electricity gas water internet AI

feels great to talk to computers

test created with Comet Assistant

We’re officially announcing Citrea’s road to mainnet. Citrea's launch will deliver the first Bitcoin bridge verified by its network and the first programmable execution environment fully secured by Bitcoin. Countdown begins 🧵

Obviously this site isn't perfect. But got sent it from a friend, and was blown away. We started Delphi in 2018. The same exact month as @MessariCrypto and @TheBlock__ There was basically no research in the space other than a few great write ups by @multicoincap Insane to see how far the industry has come. Regardless of their “rank”, highly recommend giving everyone on this list a shot. Writing research is a grind and unfortunately a thankless job in this industry. Proud of Delphi to still be working hard alongside these teams all these years later.

after Robinhood, do you really need any more confirmation that institutions will build rollups? bullish rollup stacks, bullish DA

after Robinhood, do you really need any more confirmation that institutions will build rollups? bullish rollup stacks, bullish DA

MCP: An (Accidentally) Universal Plugin System. Everyone keeps saying AI will bring the "personalization era" of software, but handwaving whenever it comes to "how". If MCP is a USB-C port like they say, you don't even need AI in the loop, you just have a universal plugin system for all software. I wrote up a little piece explaining how I'm thinking about MCP, why it's even bigger than the hype it's currently getting, and sharing a little bit about something we're building. Link to post below: