A few days ago, I wrote about the risks of Ai16z for everyone:

Core judgments:

1. AI nesting dolls: AI Agent development framework + AI Agent issuance platform + AI Agent + OAO (Onchain AI Oracle) + IMO (Initial Model Offering) + cross-AI Agent collaboration platform + pure meme.

2. Ai16z occupies the top core position in the development framework + issuance platform of the above nesting dolls.

3. Shaw's AI agent technology has a long and deep accumulation.

4. Historically, the best thing Ai16z did was to connect x/tg/dc social media, which is more important than its technology.

5. Shaw's thinking has little to do with memes and even carries an anti-meme mindset. He focuses on infrastructure and applications.

6. Ai16z wants to become a layer 1 in the Ai agent field, or in other words, a value captor.

7. However, achieving this in the open-source community still presents several challenges.

8. In the future, Ai16z needs to further develop by moving from social media to DeFi and gaming. This is also the area that needs to be contested behind the framework.

9. Conversely, if Ai16z loses the battle in DeFi and gaming, it will also decline. #马斯克改名 #XRP重返市值前三 #AIAgent热潮 #币安全球用户突破2.5亿