2026-04-04 jclaw Memory
External research memory file from ~/Desktop/jclaw/memory/. Contains comprehensive research summary from Claude Code and OpenClaw sessions.
High-Priority Research Findings
Kite.ai (previously Zettablock)
- Funding: $33M total ($18M Series A)
- Lead Investors: PayPal Ventures, General Catalyst
- Strategic: Coinbase Ventures
- Product: Layer 1 blockchain for AI agents
- Tech Stack: Avalanche subnet, Proof of AI consensus, KiteVM
- Roadmap: 6 pillars ā Agent Trust, Settlement, Developer Infrastructure, Network Operation, AgenticFi, Ecosystem Growth
- Products: Kite AIR (Agent Identity Resolution), x402 protocol, Agent Passport, Agent App Store
- Partners: Google AP2 Community, Shopify, PayPal (pilot)
Locus (paywithlocus.com)
- Status: YC W25 batch, pre-seed (~YC $500K)
- Founders: Cole Dermott (ex-Coinbase), Eliot Lee (ex-Scale AI)
- Team Size: 2 people
- Business Model: API aggregator for Tempo MPP
- Pricing: 2-3x markup (Perplexity $0.005 ā Locus $0.015)
- Coverage: 50+ API services
- Weakness: Low moat, vulnerable to Tempo native service competition
Model Performance Benchmarks
| Model | Latency | Provider |
|---|---|---|
| Gemini 3.1 Pro | 1.1s | ā |
| MiniMax M2.7 | 1.8s | OpenRouter |
| Kimi K2.5 | 1.8s | Moonshot (direct) |
Tempo MPP Pricing
- Perplexity /search: ~$0.007/query
- Perplexity /chat (Sonar): ~$0.015/query
- OpenRouter gpt-4o-mini: ~$0.00075 base + token fees
Surf (asksurf.ai)
- Max member financial data API
- OAuth-based connection
- Status: Connection initiated
Medium-Priority Research
Agentic Commerce
- Information matchmaker value erosion
- Agent as procurement manager (wide info collection, evaluation)
- Trust: verify-not-trust paradigm shift
- Ad-supported content provider economics: Mediavine/Raptive ($22-54 RPM) vs Google AdSense
- CPM/CPC/CPS history: invented for human attention, needs redesign for agent era
OpenClaw Optimization
- Thinking mode adds latency
- Session cleanup: close channels with 0 messages in 2+ days
- Model switching for cost/performance balance
Pending Actions
- Manual registration: Finnhub API, FRED API
- Complete Surf (asksurf.ai) OAuth connection
- Monitor Locus for Series A
- Explore China embodied AI via Tempo data APIs
Sources
- "jclaw-2026-04-04.md"
Last compiled: 2026-04-05