Seeker Labs

We research what's about to matter.

Seeker Labs is a research practice for the frontier — theses, bets, and forward-looking notes on the markets, technologies, and mechanisms quietly remaking how the world works. Grounded in evidence, driven by conviction. We go deep on what we think is coming next, and argue it as clearly as we can.

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How we think
The most interesting questions live at the intersections — where a new market meets a new technology meets a shift in how people behave.

We pick the ones we can't put down, go deep, and form a view — with the math, the mechanism, and an honest account of what's hard. We'd rather be early and clear than safe and vague.

None of it is advice, and none of it is a newsletter business. It's the writing we wish existed — so we write it, whether or not anyone's looking.

Recent research
AI · A Thesis
AI data for the physical world
The next AI frontier isn't bigger models — it's data for the physical world, which has no internet-scale corpus and must be captured by hand. And unlike the internet, that data has a geography.
Prediction Markets · The Case
Why prediction markets matter
A prediction market turns money into the most honest forecast we know how to make — and why every serious market is about to have one.
AI · The Moat
Who owns physical data?
Physical data can only be captured where the physical work happens — and that map looks nothing like the internet's. Who owns the data layer of physical AI.
Prediction Markets · Reading the Price
A price is a probability
A market price is a testable claim, not a slogan. How to grade a forecast — calibration and the Brier score — and why markets pass better than the experts do.
All research →
Who's behind it
Viet Ho
Builder and operator. Works where markets, AI, and new mechanisms collide — and writes to figure out what he actually thinks.
John Nguyen
Research partner. Lives in the technical detail — the math and mechanism design everyone else hand-waves past — and makes the writing earn every claim.