Written by: Haotian
After in-depth communication with several project owners, 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 AI Agent trend did start with AI MEME, which created an illusion that many builders believed that AI Agent was a pretext for a Yin-Yang conspiracy group to issue coins. Just like the inscription, there would be a lot of hype around the story of "asset issuance", but in the end it would be a mess.
It is right to worry, and chaos is inevitable in the trend, but from automated tweeting to audio and video interaction to framework standard definition, and then to the most complex automated transaction execution, the AI Agent narrative is continuing to evolve. 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, developing 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 just 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 a necessity.
Therefore, the traditional chain infra embracing the AI Agent narrative is a new way of infra upgrade to stack new market expectations. Otherwise, what the market wants is the "delivery problem", user growth, application ecosystem growth, primary VC exit burden, secondary currency price growth, etc. Now there is a new narrative that can turn the "delivery problem" into a new "growth expectation". Isn't it worth giving it a try?
In essence, this is the mindset shift 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 VCs and teams. "Good products speak for themselves." Put applications first, activate with the community, and it will only be a matter of time before Chain Infra becomes popular.
3) AI Agent does not isolate MEME and technology. The market’s constant clamor of “VC coins are ignored” and “MEME everything” is a direct manifestation of the industry’s casinoization. AI Agent will bring the two major camps of MEME community and technology builder back to the main narrative. There is no opposition, only cooperation.
It is very important whether a super MEME that can build a team community and consolidate community culture can be born within the ecosystem of a hardcore technology project. This is not PVP, but rather a PVE with a sense of community identity.
In fact, MEME, as a carrier of community cohesion, will also become part of the project PMF, delivering MEME to the community, empowering MEME with technology, and then expanding the chain ecosystem through applications and markets, and ultimately releasing the vitality of commercial prospects through Tokenomics. The success of ai16z has verified this feasibility, and it is worth more chains to join in learning.
