Some market misunderstandings about AI Agents: A brief discussion of my views

Author: Haotian

About several market misunderstandings of AI Agent, let me briefly talk about my views:

1) AI Agent is mature enough in the web2 field, what is the comparability of web3 AI Agent?

For friends who raise such questions, I tacitly agree that what he said is right,because no matter from which angle you look at it, it is indeed true,but the reason behind this problem is not that we don’t understand web2,but some people’s understanding of web3 is always free from prejudice,and they should have a deeper understanding of web3.

2) AI Agent cannot be separated from the MEME attribute, is AI MEME the final destination?

In the short term, from the perspective of asset issuance narrative, AI Agent intuitively feels like MEME, but it originated from MEME and became popular because of MEME. What it must eventually precipitate is the value of application landing. The culture of nihilistic financialism cannot support the huge AI narrative. The application value of AI Agent itself and the catfish-like revolutionary value of AI Agent landing in the old blockchain big infra framework are the stars and sea of ​​AI Agent;

3) AI Agent should mainly develop single AI in the direction of web3, because only Agents with utility have construction significance?

The imagination space of single AI in the field of web3 is far less than that of web2. Since we want to pursue the future in the field of web3, the goal of AI Agent should be how to run in the blockchain system. The market imagination space of "chainization" is greater than everything else. If we only focus on the landing of Utility applications that are no different from web2, we will not be able to give full play to the ultimate potential of AI Agent and will miss many opportunities for innovation in the framework of the chain circle;

4) Are multiple protocol standards driven by the economic model and the technical framework of AI Agent confused?

Although Virtual, zerepy, ELIZA, ARC, Swarms, etc. are all uniformly classified as AI Agent frameworks, there will also be differences between Specific scenarios and Universal scenarios. Virtual's closed Tokenomics growth flywheel, Eliza's open source without Tokenomics constraints, Zerepy's expertise in single AI practical applications, ARC's performance in LLM large model performance optimization, Swarms' challenge in enterprise-level multi-model interaction, etc., each has its own shortcomings and strengths, and it is wrong to confuse and compare them, and there is no result; 5) It is a false proposition for AI Agent to connect with blockchain. Is it necessary to combine with traditional infra to achieve "chainization"? AI Agent must be combined with blockchain to find decentralized asset custody solutions, decentralized data memory processing solutions, and decentralized Solver intention transaction automation execution Marketplace, etc. The existing public chain infrastructure's DA, interoperability, chain abstraction, and DeFi infrastructure will become prerequisites for AI Agent to connect to the blockchain. It is necessary and must take this step.