Search Intelligence

“Kevin Mandia already proved he can build and sell a massive security firm to Google, so a16z and Accel are essentially just funding his inevitable next exit.”

“Cutting finality from roughly 12.8 seconds to 150 milliseconds is a major latency reduction on paper, though test cluster migrations rarely replicate the full stress of a live mainnet validator rollout.”

“Wall Street spent a year pitching the AI infrastructure boom as a fee bonanza, only for rising AI funding costs and deposit-hunting AI agents to start threatening the core banking model itself.”