After in-depth communication with several project parties, I found that many leaders have not yet realized what the emergence of 'AI Agent' signifies. Let me summarize my understanding in a post:
1) The trend of AI Agents indeed started with AI MEME, creating an illusion where many builders believe that AI Agents are merely a pretext for shadowy groups to issue coins, akin to inscriptions that revolve around the 'asset issuance' narrative, only to end up in chaos.
Concerns are valid; chaos is inevitable in a booming market. However, from automated tweeting to audio-video interaction, framework standard definitions, and the most complex automated trading execution, the AI Agent narrative is continuously evolving. This is the significance of mainstream builders participating, expelling bad coins with good ones and driving the maturity of the entire track.
For retail investors, cultivating their own 'technical sniffing' ability during this process can help them judge quality and avoid most pitfalls. Just like when the intent-based track was hot, many 'pre-programmed Q&A style centralized bots' emerged. How could they possibly be associated with intelligent AI? Isn't it hard to understand? AI tells stories, script killing... How can such blatantly disruptive projects be seen as mainstream AI Agent projects?
2) The AI Agent is just a product application presented at the front end. Behind it, there must be capabilities for chain DA solutions, chain interactivity, asset circulation, and smart contract scheduling, etc. It may also need to consider upgrading the 'chain abstraction' experience, ZK verifiable interactions, and other more profound technical architecture capabilities. A decentralized AI Agent as a Service will become necessary.
So a traditional chain infrastructure embracing the AI Agent narrative is a brand new way to upgrade the infrastructure and stack new market expectations. Otherwise, what the market demands is just 'delivery issues': user growth, application ecosystem growth, first-level VC exit burdens, second-level coin price increases, etc. Now there is yet another brand new narrative that can transform 'delivery issues' into a whole new 'growth expectation.' Isn't it worth a shot?
Essentially, this is the mindset shift I have always emphasized from 'fat protocols' to 'thin applications.' Don't expect to impress retail investors just with a white paper, a roadmap, and a linear tokenomics release to VCs and teams. 'Good products speak for themselves.' Let applications take the front, activate with the community, and the chain infrastructure will eventually thrive.
3) The AI Agent does not isolate MEME and technology. The market's insistence on 'VC coins ignored' and 'everything MEME' is a direct manifestation of industry casino-ization. The AI Agent will bring the MEME community and technology builders back to a unified main narrative. There is no opposition, only collaboration.
It’s crucial whether a hardcore technical project ecosystem can give birth to a super MEME that can team up and coalesce community culture. This is not PVP; it is more about a sense of community identity in PVE.
In fact, MEME, as a carrier of community cohesion, will also become part of the project's PMF. Delivering MEME to the community, empowering technology to MEME, and then expanding the chain's ecosystem through applications and markets will ultimately rely on tokenomics to unleash commercial vitality. The success of ai16z has already validated this feasibility, making it worthy for more chains to join in and learn.