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With the trillion-dollar AI Agent blue ocean market behind it, where is Kairos' ceiling?

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AI Agent is gradually becoming the core direction of current technological narrative, reshaping the underlying paradigm of human-machine interaction and system operation. Unlike traditional "tool-type" AI APIs, AI Agent possesses full-stack capabilities of perception, understanding, decision-making, and execution, rapidly evolving into digital agents in personal life and enterprise processes. The dense entry of tech giants also indicates that this field has become a key strategic high ground for the next stage of technological layout, with significant strategic urgency and market potential.

However, behind the hype, the large-scale adoption of AI Agent still faces many practical constraints. Currently, insufficient resource support has become the core bottleneck for expansion, especially when processing massive data and complex tasks. Traditional centralized infrastructure exposes problems such as concentrated computing power, low scheduling efficiency, and difficult edge access, making it difficult to meet the intelligent agent's requirements for concurrency and personalization. Meanwhile, the high computing costs also deter small and medium-sized enterprises and developers.

Moreover, deployment and maintenance still have high technical barriers. On one hand, the underlying adaptation capability for complex models is limited; on the other hand, existing systems lack standardized support for data privacy, execution security, and model controllability. These structural challenges not only hinder the landing speed of AI Agent but also limit its large-scale application in the real world. Kairos is committed to solving the core problems faced by AI Agent development.

What is Kairos?

Kairos is a Web3 native infrastructure built for the AI Agent era, aimed at bridging the gap between computing power, data, and intelligent agent services, accelerating the large-scale deployment and continuous operation of intelligent agents in the real world. Its architecture consists of a DePIN resource network on the front end and the Kairos Stack on-chain computing platform on the backend: the former achieves decentralized edge resource access through smart devices called SoulBoundRing, while the latter provides a low-threshold, programmable intelligent agent deployment environment that supports users in quickly building AI Agent services with inference and execution capabilities.

In the DePIN network, SoulBoundRing is the core entry node, featuring lightweight and wearable characteristics, enabling seamless integration of edge computing resources such as home GPUs, mobile devices, and embedded chips into the network. The device is equipped with the world's smallest medical-grade micro CIS optical sensor module, supporting real-time collection and modeling of multi-modal physiological data, capable of monitoring 12 indicators including heart rate, HRV, blood pressure, blood oxygen, and micro-vibrations, with early warning capabilities for conditions like Parkinson's tremors. Through resource mapping and on-chain incentives, users can earn rewards based on their contributions, building a "resource equals value" closed-loop system.

On the backend, Kairos Stack handles network task scheduling and intelligent agent runtime. The platform supports modular deployment and task self-driving, providing a low-threshold, visualized, and even no-code Agent construction environment. Users only need simple configuration to complete model inference, plugin calls, and data interactions, with the system automatically decomposing tasks and scheduling them to the optimal edge nodes in real-time, achieving true decentralized collaboration and elastic computing capabilities.

Fundamental Highlights

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The key difference of Kairos is that it aims to "serve all Agents" without being limited to a specific scenario or application. Instead, through the underlying DePIN network and on-chain scheduling platform Kairos Stack, it connects the entire logic from data and computing power to intelligent agent execution. All Agents, whether used for health monitoring, financial decision-making, or social companionship, can continuously capture value as long as they run on the Kairos network, forming a scalable revenue structure. This capability of "providing a running soil for the entire AI Agent world" is an extremely rare strategic infrastructure capability in the current Web3 track.

Ecosystem Potential Profitability and Valuation

As a service marketplace infrastructure for the Agent era, Kairos provides unified, flexible, and scalable underlying support across multiple diverse application scenarios including artificial intelligence, health, gaming, smart home, and social platforms. Each intelligent service in these scenarios could potentially run on the Kairos backend network, meaning every call will generate platform revenue. As Agent usage frequency increases and task complexity grows, this on-demand charging and resource settlement mechanism will form a high compound interest business leverage, ultimately transforming into a sustainable income network.

Moreover, Kairos is not just serving end consumers but will become a key platform for enterprises to deploy AI Agents. Enterprises can build their own Agent clusters based on the Kairos system for various business scenarios like customer service, marketing, and risk control. All operations will be conducted through Kairos for resource scheduling and task settlement, with the platform continuously extracting network fees to achieve scalable profitability. In other words, whether it's a health Agent deployed by an independent developer or an intelligent service cluster run by a large enterprise, as long as it operates on Kairos, the platform can continuously capture value.

Looking at the entire AI Agent market, this will be a trillion-dollar-level new service network, and Kairos is positioned at the most value-capturing underlying segment, possessing a structural advantage that penetrates user, enterprise, and device ends. Once the network effect forms, Kairos is likely to become one of the most profitable Web3 service platforms in the AI Agent era.

Reviewing the Web2 world's similar tracks, OpenAI's latest valuation has exceeded $80 billion, while emerging intelligent agent platforms like Anthropic and Character.ai are generally valued at over $5 billion. Even LangChain, which only provides middleware services, has already broken through a $200 million valuation in its early stage. The common business model of these projects is basically built around model API usage or platform Agent calls.

The biggest difference between Kairos and these platforms is that it doesn't just serve the model itself but directly becomes the resource and value foundation for AI Agent operation, covering the entire Agent process from construction and deployment to calling, billing, and incentives. In other words, Kairos is not a "tool" for certain Agents but the "land" of the Agent world, where all Agents run, collaborate, and generate value, with the platform collecting infrastructure-level revenue in each service.

Assuming in the medium-term stage, 100,000 daily active Agents are deployed in the Kairos network, with an average of 20 service triggers per Agent daily and each call generating $0.1 equivalent income, the network's daily revenue would reach $200,000, with annual revenue exceeding $70 million. This is an extremely conservative calculation—as on-chain services continue to enrich and enterprise-level applications access the network, call frequency, unit value, and service dimensions will continuously rise, forming a compound interest growth.

Using the current AI Infra secondary market price-to-sales (PS) multiple of 20-40x, even with the most conservative logic, Kairos's future market value will easily exceed $1 billion. Moreover, considering its overlapping advantages in DePIN, edge intelligence, and on-chain settlement tracks, its potential valuation ceiling could far exceed traditional Web2 companies in the same track. Future competition won't be about which Agent is smarter, but who controls the infrastructure layer that enables all Agents to be deployed, run, and collaborate. From this perspective, Kairos's position is irreplaceable.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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