Author: Haotian
It's amazing that the AI Agent 3D modeling new standard framework @hyperfy_io, which has been praised by @shawmakesmagic, has been quickly adopted and reached nearly 200M in value. This is the opening move to be gloriously selected into the #a16z full suite.
1) Hyperfy aims to build a MetAIverse AI Agent metaverse, with a grand vision. If the Metaverse that emerged after the last round of NFT craze was too conceptual, the metaverse empowered by AI may have even greater imagination space.
Because in the past, the metaverse was mainly constrained by the difficulty of content production, and all 3D modeling had to rely on third-party platforms, with high development costs (creative conception - 3D modeling, materials, animation, scene combination, etc.), and it was easy to collapse due to poor experience.
The metaverse logic under the AI Agent trend is completely different: AI automatically generates 3D modeling content, can receive instructions in real-time to intelligently link scenes, and may bring a purely personalized free virtual world without preset fixed NPCs.
From a narrative perspective, the project does have a lot of imagination space, but unfortunately it has been quickly adopted to such a high market value, which has exceeded the judgment of technical logic and perspective, so I can't give any investment advice, DYOR.
2) However, in terms of commercial logic, Hyperfy should be classified as a framework and standard series, directly targeting the #Virtual ecosystem's $GAME, after all, Virtual has attracted a large number of developers' attention through the GAME game framework, obviously Shaw's introduction of Hyperfy into the full suite will directly give birth to a framework that can match or even surpass GAME, further consolidating a16z's moat, which is a strategic consideration.
The technical architecture of Hyperfy is not difficult to understand, mainly based on the underlying capabilities of Three.js, using webGL to realize 3D scene rendering using GPU, AI can automatically generate 3D scenes based on text descriptions, adjust scene layout and details in real-time, and even NPCs will automatically perceive user behavior for personalized responses, etc. The key is that the entire complex workflow can be rendered in real-time through the browser, achieving a low-threshold front-end experience with complex back-end.
As for the specific technical maturity, you can visit the Hyperfy official website to experience it, I feel that the current experience may not be much better, but the imagination space is too large.
Shaw is pushing hard, directly targeting the GAME framework of Virtual, which is a direct positive for the entire a16z commercial IP. (If the GAME valuation system is anchored, being quickly adopted to this high level is not unexpected)
3) Imagine, if the AI Agent-driven Metaverse world matures in the future, there will be many application scenarios, such as: users can input text, sketches, voice and other multi-modal prompts to the AI agent and get instant response of 3D models and animations, and also use the computer's visual system to automatically recognize gestures and even expressions to make corresponding responses...
Based on this, AI Agent can be used to simulate 3D educational environments, disrupt 3D game interactive experiences, build intelligent showrooms and AI virtual conference rooms, etc.
You see, the wave of the metaverse, the beautiful scenarios that the market has imagined, have ultimately been continued in the AI Agent era, and the imagination space and feasibility will be even greater.
Can't it be exciting?
