A quick look at 6 potential directions for the evolution of narrative in AI agents

Author: Haotian

I recently talked with some entrepreneurs and VCs and I have a common feeling that everyone is still firm in their expectations for the AI ​​+ Crypto track, but they are a little confused about the narrative evolution of web3 AI Agent. What should we do? I have sorted out several potential changes in the subsequent AI narrative for your reference:

1) AI Agent's use of MEME to issue coins is no longer an advantage, and even "coins are scary". If a project is not supported by PMF and only has a set of Tokenomics running idle, it will naturally be labeled as pure MEME hype. It is just a wolf in sheep's clothing and has little to do with AI;

2) The original landing order of AI Agent > AI Framwork > AI Platform > AI DePIN may be adjusted. When the Agent market bubble bursts, Agent will become the "carrier" after the fine-tuning of large models, data algorithms and other technologies are formed. Without the core technology support behind it, it is difficult for an AI Agent to show its muscles again;

3) Some projects that originally provided service platforms for AI data, computing power, algorithms, etc. will surpass AI Agent and become the focus of attention. In other words, even if new AI Agents are launched, these AI Agents built by platform projects will have more market persuasiveness. After all, a project that can operate an AI platform has a much more reliable team and technical foundation than a Dev that is only based on a framework and low-cost deployment;

4) Web3 AI Agent can no longer fight with the web2 team, and must find a direction for web3 differentiation. Web2 Agent focuses on Utility, so the logic of low-cost deployment of the development platform works, but web3 Agent focuses on Tokenomics. Over-emphasizing low-cost deployment will only stimulate more asset issuance bubbles; there is no doubt that web3 AI Agent should combine the blockchain distributed consensus architecture for innovation and development (the top article on my homepage has a detailed description);

5) The biggest advantage of AI Agent is "application front-end", which belongs to the logic of "fat protocol, thin application", but how to make the protocol fat? How to mobilize idle computing resources, use distributed architecture to drive the low-cost application advantages of algorithms, and activate more vertical segmented scenarios such as finance, medical care, and education. How should the application be slimmed down? It is not possible to make AI Agents autonomously manage assets, conduct transactions with autonomous intentions, and interact with autonomous multimodal interactions. We cannot try to eat a big fat man at once. We need to break down the needs and slowly implement them. Otherwise, it will take a year or two for a DeFai scenario to mature.

6) The MCP protocol in the web2 field and Manus automatic execution of multimodality, etc., are inspiring innovations in the web3 field. They can be directly extended based on MCP + Manus to develop suitable web3 application scenarios, or the distributed collaboration framework can be used to enhance business scenarios on top of MCP. Don't talk about subverting everything right away. It is enough to optimize appropriately on the basis of existing product protocols and give play to the irreplaceable differentiated advantages of web3. Both web2 and web3 are in the process of this AI LLMs revolution. Ideology doesn't matter. What is important is to truly promote the development of AI technology.