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

AI Agent should mainly develop single-body AI in the web3 direction

Author: Haotian

On the several market misunderstandings of AI Agent, I will discuss my views simply:

1) AI Agent has already matured enough in the web2 field, what comparability does web3 AI Agent have?

For friends who raise such doubts, I always allow that they are right, because it is indeed a fact from any perspective at present. But the problem behind this is not that we do not understand web2, but that some people's understanding of web3 is always alienated from prejudice, and they should delve deeper into web3.

2) AI Agent cannot get rid of the MEME attribute, and AI MEME is the ultimate destination?

In the short term, from the perspective of asset issuance narrative, AI Agent intuitively feels like a MEME, but originated from MEME, ignited by MEME, its ultimate settlement must be the application landing value, and the void financial mainstream culture cannot support the grand narrative of AI.

3) AI Agent in the web3 direction should mainly develop single-body AI, because Agent with Utility has the meaning of construction?

The imaginative space of single-body AI in the web3 field is far less than that of web2. Since we want to plan for the future in the web3 field, the goal of AI Agent should be how to run within the blockchain system, and the market imagination space of "chaining" is greater than anything else. Focusing only on Utility application landing that is no different from web2 will not give full play to the ultimate potential of AI Agent, and will also miss many opportunities for chain-based framework innovation.

4) The economic model-driven and technical framework-driven multiple protocol standards of AI Agent are mixed together?

Although Virtual, zerepy, ELIZA, ARC, Swarms, etc. are all classified as AI Agent frameworks, there are also specific scenarios and universal scenarios. The closed-loop Tokenomics growth flywheel of Virtual, the open-source and Tokenomics-free Eliza, the expertise of zerepy in single-body AI practical applications, the performance of ARC in LLM large model optimization, and the challenge of Swarms in enterprise-level multi-model interaction, each has its own strengths and weaknesses, and it is wrong to mix them together for comparison, and there is no result.

5) Integrating AI Agent with blockchain is a false proposition, and there is no need to combine with traditional infra to achieve "chaining"?

AI Agent must be combined with blockchain to find a decentralized asset custody solution, a decentralized data Memory processing solution, and a decentralized Solver intention transaction automated execution Marketplace, etc. The existing public chain infra's DA, interoperability, chain abstraction, DeFi infrastructure, etc. will become the prerequisite for AI Agent to integrate with blockchain. It is necessary and must take this step.

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