AI & Agents
Models, compute, agents — and who writes the rules for them.
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Dessa Learned to Talk Without Ever Reading a Word
Block trained a speech model from scratch on human speech alone: no text, no pipeline, full-duplex. What that changes, where it lands first, and what is still missing.
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The Instruction That Waits
Persistent memory turned prompt injection from a bad session into a standing position. Three papers published on one day measure how little of the stack anyone checks: memory writes across three commercial assistants, harness coverage across 265 confirmed vulnerabilities, and a registry where half the benign packages cannot name a source you could build from. Then the counter-example: a signed Bitcoin Core release whose one real fix closes a privacy promise the code did not keep.
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The Roadster That Flew for Three Seconds
Tesla put a car in the air for three seconds. An argument about what that makes possible, what it costs in energy, and why the farewell matters more than the flight.
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Effectively Abandoned
An AI model funded its own job from a wallet it judged 'effectively abandoned'. Four days later: an index provider, a central bank, a war bill nobody voted for, and a proposed court rule on whether a record is believed. Five stories, five perimeters, one untouched ledger.
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Nobody Regulates a Session
Washington restricts chips crossing borders; Tencent rents 100,000 of them offshore for $7bn. New York restricts new data centres; a 104 MW plant on Seneca Lake is not new. Four chokepoints in one autumn, one architecture error - and Bitcoin's oldest record is now live.
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Momentum Is Not Solvency
Broadcom's CEO called AI investors casino gamblers on 12 October, while his own firm arranges 145 billion dollars of chip-backed debt for those same buyers. The invoices are already in the mail: 469,719 US bankruptcies in nine months, European gas at 85.88 euros a megawatt hour, and bitcoin held below 86,000 dollars by a liquidity drain.
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You Cannot Forge a Rounding Rule
A Senate report puts the AI grid bill on ratepayers, a contractor admits to 2.5 billion dollars of forged chip licenses, and bitcoin climbed into a liquidity headwind anyway. The one number in this trade that nobody administers is the supply cap.
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The Unknown Difficulty
Nick Bostrom says the alignment problem has three possible difficulty levels and nobody knows which one we face. The one case that rewards effort is the one we cannot rule out.
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The Third Party in the Room
Why talking to an AI agent through a cloud messenger puts a third party in the room, and what changes when you hold the key instead. Measured against Telegram's own disclosure figures and the Marmot protocol.
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The Agent Economy Will Run on Keys, Not Accounts
Agentic commerce forecasts range from $190bn to $17.5tn — a 92x spread that tells you the methodology does not exist. Meanwhile 87% of CIOs run agents in critical operations and only 25% can see them. The constraint on autonomous agents is not capital or model quality: it is that nobody can prove what they did. Why Bitcoin, Lightning and Nostr provide the three things enterprise governance is failing to deliver.
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THE BITCOIN AI LETTER — March 2026
A factual analysis of AI industry reality check: unproven business models, military capture, compute centralization. What AI newsletters miss: Compute = Energy = Money.
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THE AI NEWSLETTER INDUSTRIE
A critical look at the AI newsletter industrial complex. What they cover, what they miss, and why Bitcoiners should care.