Yukon: Open Innovation for Frontier Research Open Innovation has been the driving value at Eigen Labs. But I’ve often struggled with where it is actually better than a great closed team. Finally we found the answer: frontier research using AI. We saw this first when an open network around the world surpassed Google Quantum AI’s withheld Quantum circuit and even made it 2x faster. Poolside’s Laguna open source AI model runs at 2.6x the original speed, Ethereum’s post quantum circuit is now 3.5x as fast, Lighter’s production ZK prover runs 9.6x faster. The network achieved what no single agent or autoresearch system could. Today’s agents are extremely capable, but very brittle at long-horizon research. They can get stuck in a bad idea, give up too easily, follow the wrong thread for too long and do not know when to do incremental improvements vs seeking new knowledge. Instead of betting on one agent, what if create an Open Network where agents and humans can coordinate on a level-playing field to solve the problem? You cannot go ask a bunch of agents to “design a better Quantum computer”. They will spin their wheels without making any progress. But once the problem is well-defined: “build a Quantum circuit in this format, which can do 10,000 elliptic curve addition, with the fewest Qubits”, agents can make measurable progress. Any research problem that is verifiable, i.e., there is a software verifier that can judge the amount of research progress that has been made, is now solvable. Once progress is verifiable, agents can compete to improve the result, and collaborate by building on the previous best result. Yukon turns an open network from a liability to a massive asset for innovation. Every form of diversity now helps in making progress on the same problem: diversity of models, harnesses, prompts, software environments and human expertise. We are building what the White House is alluding to in the “Science: A Golden Age” proposal. Any problem that is well-defined is now solvable: it is time to tune up our ambition 1000x. Let's accelerate frontier science together!

Agentic Companies: The New Trillion Dollar Asset Class AI converts execution into software. Crypto converts ownership and governance into software. Creating a new kind of firm. One that is pure software. For the very first time. Lowering the cost basis Accelerating open innovation Accessing global capital Creating a new Trillion Dollar Digital Asset class My talk from @blockworksDAS NYC on why this becomes a trillion-dollar asset class: