Insights

Foresight memos, investment theses, and signals from the futures of AI, DWeb, and emerging tech.

The Foresight newsletter

Signals, futures signals, and scenarios shaping the next decade — free to your inbox.

Showing 34 articles

What Changes When Brain Implants Become Billable Products

How approvals and insurance codes for brain implants affect payers, consumer earbuds, neural privacy law and the AI labs entering the field.

October 12, 2026 · Implications

Brain Interfaces Meet Voice Rights, Chinese Robots and AI Labs

Three places where brain-computer interfaces cross other fields: who owns a decoded voice, how China builds industries, and AI's next input channel.

October 11, 2026 · Convergences

Brain Implants Can Win Approval Faster Than They Can Prove Value

Three open questions in brain-computer interfaces: who pays for implants, how much evidence speech decoding needs, and whether neural privacy laws work.

October 10, 2026 · Contradictions

Brain Implants Reach the Market Before the Rules Do

What the first approved brain implant, two years of at-home speech decoding and a thin patchwork of neural-data laws say about where BCIs go next.

October 8, 2026 · Signal Scan

When Agents Hold the Card: What Delegated Spending Sets in Motion

How agent-scoped credentials and signed mandates affect fraud, liability, fees and web pricing, and who stands to gain or lose.

October 5, 2026 · Implications

The .si Domain Rush Is On, and Asking Prices Are Soaring

More than 100,000 .si names were registered in 12 days, AI.si is listed at $699,995, and a dedicated auction market has opened. Here is what the prices show and what they do not.

October 5, 2026 · Signal Scan

Where Agent Payments Meet Security, Protocols and Web Publishing

How agent payments are converging with prompt-injection research, open agent standards and paid web content, and the risks that come from the overlap.

October 4, 2026 · Convergences

Three Open Questions About How AI Agents Will Pay

Where the evidence on agent payments disagrees: stablecoins or bank deposits, who collects the fees, and who pays when an agent is tricked.

October 3, 2026 · Contradictions

AI Agents Are Starting to Pay, and Incumbents Are Setting the Rules

Card networks, banks and processors are converging on agent payments while liability, fraud and fee capture stay unresolved.

October 2, 2026 · Signal Scan

Our Forecast: Humanoid Robots Will Work for Hire in Two Markets by 2028

We forecast how paid humanoid work splits by bloc and by union status by 2028, and which signals would prove us wrong.

October 1, 2026 · Forecast

What Follows When Humanoid Robots Are Priced Like Hourly Workers

Humanoids are being sold as hourly labor pegged to wages. We trace the effects on utilization, pricing blocs, teleoperation, insurance and unions.

September 28, 2026 · Implications

Humanoid Robots Are Following AI's Split Into Blocs and Open Weights

How chip controls, open-weight models and EU AI rules are converging with humanoid robots, and what that opens up or puts at risk.

September 27, 2026 · Convergences

Humanoid Robots Are Moving From Demos to Paid Work, Unevenly

How cheap Chinese hardware, per-hour robot leases, teleoperation data and trade blocs are shaping who puts humanoids to work, and on what terms.

September 25, 2026 · Signal Scan

Open Models Are Winning Users While Losing Ground at the Frontier

Three contradictions in open AI: a widening capability gap, export controls that backfire, and local models that get better but pricier to run.

September 24, 2026 · Contradictions

Where US Internet Resilience Evidence Disagrees With Itself

Three open questions on US Internet resilience: which chokepoint breaks first, whether AI helps defenders more, and whether government is shield or threat.

September 24, 2026 · Contradictions

Open Models Meet Cyber Offense, Grid Strain and Agent Plumbing

How open-weight AI lines up with machine-speed hacking, a strained power grid and open agent protocols, and what that combination makes possible or risky.

September 24, 2026 · Convergences

AI Agents, Power Demand and Automation Raise US Internet Outage Risk

How AI agents, data center power demand and warehouse automation line up with US Internet fragility, and why they make outages last longer.

September 24, 2026 · Convergences

By 2028, Washington Will Split Open Models by Lineage

Our forecast: US procurement will bar Chinese-lineage open weights by 2028, yet Chinese models will still carry most open-model use worldwide.

September 24, 2026 · Forecast

Why We Give a Week-Long US Regional Internet Outage a 25% Chance

Our forecast for a multi-day US regional Internet outage by 2029, why power will set the recovery time, and the signals that would change our call.

September 24, 2026 · Forecast

What Follows When Chinese Weights Become the Open Default

How Chinese open-weight models becoming the world's default open layer spreads into research, security and policy, and who gains or loses.

September 24, 2026 · Implications

When US Internet Outages Stop Being Network Problems

What follows when grid power, machine-speed exploits and government standing decide how long a US Internet outage lasts.

September 24, 2026 · Implications

Open Models Now Run on Chinese Weights, Cheap Tokens and Scarce RAM

Four forces reshaping open-weight AI: China's lead in open models, commodity tokens, costlier local hardware, and a superintelligence race.

September 24, 2026 · Signal Scan

Where US Internet Access Could Fail for Weeks, Not Hours

Four shifts are concentrating US Internet risk: naming chokepoints, machine-speed attacks, a strained grid and political leverage over providers.

September 24, 2026 · Signal Scan

The Future of Voice & Audio AI

Signals, drivers, and divergent scenarios for the future of voice & audio ai over the next 10 years.

September 23, 2026 · Foresight

The Future of Superintelligence

Signals, drivers, and divergent scenarios for the future of superintelligence over the next 10 years.

September 22, 2026 · Foresight

The Future of Context Engineering & .Md

Signals, drivers, and divergent scenarios for the future of context engineering & .md over the next 10 years.

September 21, 2026 · Foresight

The Future of AI & Agents

Signals, drivers, and divergent scenarios for the future of ai & agents over the next 10 years.

September 20, 2026 · Foresight

The Future of Robotics

Signals, drivers, and divergent scenarios for the future of robotics over the next 10 years.

September 20, 2026 · Foresight

Signals: Agent Identity Standards Emerge

An emerging cluster of 3 signals points to agent identity standards emerge: what we're seeing and what it could mean.

September 20, 2026 · Signals

The Future of Superintelligence & AI Agents

Signals, drivers, and divergent scenarios for the future of superintelligence & ai agents over the next 10 years.

September 19, 2026 · Foresight

Signals: Agent Identity & Delegation

An emerging cluster of 4 signals points to agent identity & delegation: what we're seeing and what it could mean.

September 19, 2026 · Signals

OIR.ai: A Scarce Three-Letter .ai for the Voice Era

OIR.ai is a rare three-character .ai domain where the Spanish verb 'to hear' meets the AI extension, with deep acronym range for voice, audio, research, and venture-backed technology.

June 29, 2026 · Portfolio Showcase

The Markdown Prophecy: .md Is the TLD the AI Era Was Always Going to Need

Before .ai made Anguilla rich, the signs were there. Now the same pattern is writing itself in plain text with .md, the file extension every AI agent reads for its instructions.

March 20, 2026 · Investment Thesis

Superintelligence: Signals, Catalysts, and Investment Opportunity

An analysis of the macroeconomic forces accelerating Artificial Superintelligence and the strategic digital real estate required to navigate the new ecosystem.

February 13, 2026 · Foresight Memo
← Browse Domains