Decasonic Digest 77

Issue 77

October 16, 2026

On the Ground in San Francisco

Last week, Justin Patel and Abdul Al Ali headed to San Francisco for SF Tech Week, connecting with founders and investors building across Web3 x AI.

From a16z Speedrun Demo Day to conversations on AI agents, robotics, and financial infrastructure, the week brought our Q4 investment thesis into sharper focus.

Field Notes from SF

AI agents are getting down to business

Founders are focused on measurable customer outcomes and repeatable adoption.

Consumer AI is becoming more collaborative

Shared context and persistent memory are opening opportunities for multiplayer AI.

New infrastructure is taking shape

Robotics and programmable finance are progressing toward practical deployment.

Our Thesis in Action

What we saw in San Francisco reinforced where we're placing our conviction across Web3 x AI. Across Consumer AI, Physical AI, and AI x Fintech, we're looking for founders turning emerging capabilities into products people and businesses want to use repeatedly.

Our latest perspective shares more from the trip, what stood out, and where we're focusing our investment attention.

Follow Decasonic on X, Telegram, and LinkedIn for daily insights on the Web3 ecosystem, Decasonic happenings, and beyond.

Are you or someone you know building in crypto, AI or Web3? Get in touch with the investment team here.

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