A while ago, I was invited to the Cloudflare Connect on Tour London roundtable.
It was a useful opportunity to see how the AI space is evolving in practice.
Particularly how teams are thinking about AI adoption maturity and what actually drives product value.
One key takeaway; building anything meaningful in AI requires conviction.
You need a deep understanding of the problem space, enough to keep building even when the market is uncertain, whether in a bull or bear cycle.
Right now there are a few different “agent payment” standards emerging, and they don’t really connect with each other.
We’re not trying to pick a winner. We’re building something that works across all of them.
Google introduced Universal Cart and Google Spark, its response to OpenClaw, which is powered by the AP2 protocol. $MAG3NT credentials can be used to pay for and settle AP2 transactions.
https://t.co/SBnmujUFVO
@mag3ntHQ credentials can now pay @tempo MPP merchants, including merchants that sponsor gas.
This means your agents can pay merchants like Parrallel Web Systems, OpenAI, AnthropicAI, and many others where supported.
Build the phase of commerce and payments. $ MAG3NT
@mag3ntHQ credentials can now pay @tempo MPP merchants, including merchants that sponsor gas.
This means your agents can pay merchants like @p0@OpenAI@AnthropicAI and so many others where supported.
Building the next layer of commerce and payments is exciting!
We expect machine-to-machine and agent-to-agent commerce to grow massively.
Human-to-agent (action-base pricing) and agent-to-human flows are part of that flow.
Here, I use a mag3nt. credential to pay an agent for adverse media screening.
$MAG3NT
CA: 0xF4EaF78b484ECe2a9b495eb02C9Dcfa0F8920631
SecantX AI is a vision-first spatial AI platform built on Base. It sees the markets with deep live data, automates your trades, journals your activity, and delivers real-time analysis, so traders can have more time.
https://t.co/s1xPoUiiJr
Literally everyone over the last 12 months:
"Markets are so shitty. Literally worst bear market ever."
Meanwhile, during that exact same 12 months:
Morpho RWAs up 33x
Prediction market volume up 17x
Perp DEX volume up 4x
Stablecoin active addresses almost doubled
All while the Genius Act passed and the Clarity Act looks more likely than ever, probably the two biggest regulatory tailwinds and door openers for insitutional money this industry has ever seen.
But sure, super bearish market.
Feel free to sell.
15 weird London AI companies you've probably never heard of
London's AI scene isn't just chatbots and SaaS.
Some genuinely strange stuff happening.
@PrimaMente – building "foundation models for the brain" to study Alzheimer's and Parkinson's.
Hologen – frontier medical AI spinout tied to UCL/King's. Eric Schmidt involved. https://t.co/WrZrKnrXKk
@baseimmune – AI-designed vaccines targeting rapidly mutating viruses.
@RecursionPharma / @valence_ai – AI drug discovery platform combining chemistry, biology and machine learning.
@CausalyAI – AI that reads scientific papers and maps biomedical knowledge graphs.
Fractile – building new AI chip architecture. https://t.co/V8KXnSXrVC
@mindgard – "red teaming" AI models to find vulnerabilities.
@Limbic_ai – mental health triage AI used in NHS services.
@LindusHealth – clinical trials run with AI infrastructure.
Anima Health – AI triage platform for healthcare providers. https://t.co/BoSMZj6kkd
AUAR – robots that build buildings. AI for automated construction. https://t.co/2eYWADsFDN
@testudoglobal – insurance for the AI economy.
Isomorphic Labs – DeepMind spinout doing AI drug discovery. https://t.co/gpdTVLaEoF
BenevolentAI – one of the earliest AI drug discovery companies. https://t.co/pFSeZRnqS7
London AI ecosystem is weirder than people think.
Still mapping more.
Comment any i've missed so far.
https://t.co/PuN0PBOYKC