Dossier
Lightspeed
Coverage of Lightspeed in the Nexus archive.
- In the AI gold rush, everyone is selling the same shovels
AI companies are rapidly expanding into each other's markets, with labs like Anthropic and OpenAI entering coding platforms and agentic application spaces. Startups such as Emergent anticipate competition from larger firms but believe challenges like building secure, production-grade apps for non-technical users remain difficult for spread-thin competitors.
- Solana: Every Token, One Chain | Foreign Assets On Solana Generate 50x Higher Volume Per Unit
Foreign assets like MON and HYPE on Solana generate 50x higher trading volume per unit compared to their native chains, driven by Solana's capital efficiency. The Solana Foundation's Tokens initiative aims to expand non-native asset support, with foreign tokens reaching $818M market cap as of April 2026.