The agent platform targets have seen several challengers perform well recently.
I have analyzed these targets, and each has a reason for not getting involved: for example, the technology architecture is not mainstream enough, and there is no proven ability for AI agents to issue tokens, etc.
My analysis is based on the premise that 'platform targets are difficult to challenge, so they need to be strong in all aspects to have the capability to challenge.'
iq100, so most have been analyzed and researched, but have missed out.
The core logic of this wave is that funds from virtual and ai16z are frantically looking for the next target, as long as the fundamentals are not too bad, it is not necessary for them to truly challenge the leaders.
Reflecting on this, it is a logic that I cannot fully accept, but can understand.
Missing out is actually part of investing, especially when one has already conducted repeated research on the targets, the psychology inevitably feels a bit disappointed.
Let's see if we can incorporate this funding logic into my judgment system and think about how to quantify it.
I have analyzed these targets, and each has a reason for not getting involved: for example, the technology architecture is not mainstream enough, and there is no proven ability for AI agents to issue tokens, etc.
My analysis is based on the premise that 'platform targets are difficult to challenge, so they need to be strong in all aspects to have the capability to challenge.'
iq100, so most have been analyzed and researched, but have missed out.
The core logic of this wave is that funds from virtual and ai16z are frantically looking for the next target, as long as the fundamentals are not too bad, it is not necessary for them to truly challenge the leaders.
Reflecting on this, it is a logic that I cannot fully accept, but can understand.
Missing out is actually part of investing, especially when one has already conducted repeated research on the targets, the psychology inevitably feels a bit disappointed.
Let's see if we can incorporate this funding logic into my judgment system and think about how to quantify it.