Jawad put a long-form stake in the ground on something most of Web3 is still underestimating:

Execution is no longer the bottleneck.

Stateless intelligence is.

This thread breaks his article on why agents without memory hit a ceiling, why provenance matters, and why this shift is already playing out in real systems.

👇👇👇

https://x.com/i/status/2012112331996893522