Rosa Del Mar

Issue 9 2026-01-09

Rosa Del Mar

Daily Brief

Issue 9 2026-01-09

Operating System For Scaling Sales: Metrics, Attrition Planning, And Incentives

  • Peets argues removing persistent low performers does not create a culture of fear but protects top performers, who may leave if surrounded by unaccountable low performers.
  • Chad Peets says some AI companies are closing unusually large enterprise transactions ($5M–$20M) at earlier company stages than historical norms.
  • Peets expects the boundary between pre-sales engineers and forward-deployed engineers to shift significantly, and says some companies are considering eliminating pre-sales engineers entirely.

Telegram-As-Control-Plane-For-Local-Agents

  • Takopi bridges local coding agents to Telegram so users can run agent tasks in repositories via chat and receive streamed progress and completion notifications.
  • Takopi offers three workflows—assistant, workspace, and handoff—selected during setup and changeable later via configuration or re-onboarding.
  • Takopi's adoption hinges on the reliability of streaming updates and on seamless handoff back to the terminal.

Economic Engines: Revenue Internalization And Emissions Control

  • New revenue streams are described as incremental and not inherently dependent on token emissions, increasing net rewards capacity and the utility of emissions.
  • Metadex is targeted for Q2 with development underway, with audits identified as the main timing dependency.
  • Arrow is considering charging an additional fee for cross-chain aggregation in meta swaps if execution quality is materially better than existing single-chain aggregators, with proceeds intended to be redirected back to the token and liquidity incentives.

U.S. Policy Is Clearer For Stablecoins Than For Broader Crypto Market Structure

  • Information flow about the Clarity Act is described as inconsistent, with multiple conflicting accounts circulating within the same week.
  • Walmart is described as using third-party providers for financial features (including Zero Hash for crypto under OnePay) while aiming to deepen direct monetization and reduce reliance on intermediaries.
  • Large hype-driven token launches with pre-deposit vaults and pre-baked TVL are described as tending to produce weak token performance and higher initial volatility.

Capability Taxonomy And Index Products

  • Artificial Analysis launched an 'Omniscience Index' to measure embedded factual knowledge and hallucination propensity by rewarding 'I don't know' over wrong answers and scoring on a -100 to +100 scale.
  • Artificial Analysis identifies an emerging quality dimension: models should use more tokens only when needed, meaning token usage should correlate with query difficulty rather than being uniformly high.
  • Artificial Analysis uses a 'mystery shopper' policy to verify that any lab-provided private endpoint matches what is served publicly by registering non-identifiable accounts and rerunning intelligence and performance benchmarks.

New revenue streams are described as incremental and not inherently dependent on token emissions

  • New revenue streams are described as incremental and not inherently dependent on token emissions, instead increasing net rewards capacity and the utility of emissions.
  • Traders route through whichever interface provides the best rate, so maintaining sufficient liquidity is described as the core determinant of winning DEX flow quickly.
  • Fluid has not meaningfully reduced Uniswap’s mainnet fee share and mainly gained volume share by charging very low fees on stable swaps that generate little value.