DeAI

State of Physical AI 2026: The robots are coming, but not the way you think

The sector is real. The volume and the margin accrue to China. The only defensible long is a narrow set of chokepoints bought on weakness, not the…

Jun 9 • Rohit Chauhan

The Onchain Inference Trade

The inference cycle is running. Decentralized providers have carved moats in the three places Web2 cannot go.

May 22 • Rohit Chauhan

Tether AI: The Genius of Low-Rank Adapation or LoRA

Tether's QVAC Fabric dropped today: the world's first cross-platform BitNet + LoRA Framework

Mar 17 • Rohit Chauhan

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DeAI