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.
For a decade, blockchains optimized for execution.
Move value. Settle transactions. Finalize state.
That race is over.
Execution is now cheap, fast, and abundant. L2s, rollups, and app-chains flattened the field.
Speed no longer defines advantage.