Several market misunderstandings about AI Agent: briefly talk about your views

Author: Haotian

Regarding some market misunderstandings of AI Agent, let me briefly talk about my views:

1) AI Agent is mature enough in the web2 field. How is web3 AI Agent comparable?

For all friends who raise such questions, I tacitly agree that what they say is right. Because no matter which angle you look at it, it is indeed a fact. But the reason behind this problem is not that we don’t understand web2. But some people’s understanding of web3 is always based on prejudice. You should learn more about web3.

2) AI Agent cannot escape the MEME attribute. Is AI MEME its final destination?

In the short term, from the perspective of asset issuance narrative, AI Agent intuitively feels like MEME, but it originates from MEME. Being popular because of MEME, what will eventually accumulate must be the value of application implementation. The culture of nihilistic financialism cannot support the huge AI narrative. The application value of AI Agent itself, as well as the catfish-style revolutionary value of AI Agent being implemented into the old blockchain infra framework It is the starry sea of ​​AI Agent;

3) AI Agent should mainly develop single AI in the direction of web3, Is it meaningful to build an Agent with Utility?

The imagination space of single AI in the field of web3 is far less than that of web2. Since we want to seek a future in the field of web3, the goal of AI Agent should be how to run in the blockchain system and "chain" The market imagination space is greater than anything else, Only focus on the implementation of Utility applications that are the same as web2, If the AI ​​Agent cannot realize its ultimate potential, it will also miss many chain- frame innovation opportunities;

4) Multiple protocol standards driven by AI Agent economic models and technical frameworks are confused ?

Virtual, zerepy, ELIZA, ARC, Although Swarms, etc. are all collectively classified as AI Agent frameworks, But there will also be Specific scenarios and universal scenarios. The difference. Virtual’s closed Tokenomics growth flywheel, Eliza is open source and has no Tokenomics constraints, zerepy’s expertise in practical application of single AI, ARC’s performance in LLM large model performance optimization, Swarms needs to challenge enterprise- level multi-model interaction, etc. Each has its own shortcomings and strengths. It is wrong and fruitless to compare them together.

5) It is a false proposition for AI Agent to integrate with the blockchain. It should be combined with traditional infra to achieve " " Chainization" is not necessary?

AI Agent must be combined with the blockchain to find a decentralized asset custody solution. and decentralized data memory processing solutions, and decentralized Solver intent transaction automated execution Marketpl ace and so on. There are already public chain infra’s DA, interoperability, chain abstraction, DeFi infrastructure, etc. will become a prerequisite for AI Agent to integrate with the blockchain chain. It is necessary, And we must take this step.