What does the emergence of “AI Agent” mean?

Author: Haotian

After in-depth communication with several project parties, I found that many bosses have not yet realized what the emergence of "AI Agent" means? I will post a simple post to explain my understanding:

1) The trend of AI Agent did start with AI MEME, which created an illusion. Many Builders believe that AI Agent is the reason for the Yin-Yang Group to issue coins. Like inscriptions, they will hype up the story of "asset issuance" and end up with a mess.

You are right to worry. Chaos is inevitable in the wind, but from automated tweets to audio and video interactions to framework standard definitions, and then to the most complex automated transaction execution, the AI ​​Agent narrative is constantly evolving. This is the significance of the participation of the mainstream Builder Corps. Good money drives out bad money and drives the maturity of the entire track.

For retail investors, cultivating their own "technical sense" in this process can help them judge the pros and cons and avoid most pitfalls. Just like when the intent track was popular, there were many "centralized bots with preset question-and-answer interaction". How could they be linked to intelligent AI? Isn't it hard to understand? AI storytelling, script killing... How can such obviously chaotic projects be regarded as mainstream AI Agent projects?

2) AI Agent is only a product application presented on the front end. Behind it, there must be chain DA solution capabilities, chain interoperability capabilities, chain asset circulation and smart contract scheduling capabilities, etc. It may also be necessary to consider "chain abstraction" experience upgrades, ZK verifiable interactions and other more sophisticated technical architecture capabilities. A decentralized AI Agent as a Service will become necessary.

So the traditional chain infra embraces the AI ​​Agent narrative as a new way of upgrading infra and stacking new market expectations. Otherwise, the market side wants "delivery problems", user growth, application ecosystem growth, primary VC exit burden, secondary currency price growth, etc. Now there is another new narrative, which can turn "delivery problems" into new "growth expectations". Isn't it worth a try?

In essence, this is the transformation of thinking from "fat protocol" to "thin application" that I have always emphasized. Don't expect to impress retail investors with a white paper, a roadmap, and a linear release of Tokenomics to VC and team. "Good products speak for themselves", put applications first, activate with the community, and it will be a matter of time before chain infra becomes popular;

3) AI Agent did not isolate MEME and technology. The market's blind clamor of "VC coins are ignored" and "MEME everything" is a direct manifestation of the industry's casinoization. AI Agent will pull the two major camps of MEME community and technology Builder back to the main narrative. There is no opposition, only joint efforts.

It is very important whether a super MEME that can build a team community and cohesive community culture can be born in the ecology of a hardcore technology project. This is not PVP, but a PVE of community identity.

In fact, MEME, as a carrier of community cohesion, will also become part of the project PMF, deliver MEME to the community, empower MEME with technology, and then expand the ecology of the chain through applications and markets, and finally release the vitality of commercial prospects through Tokenomics. The success of ai16z has verified this feasibility, and it is worth learning from more chains.