Author: YBB Capital Researcher Zeke
Introduction: If code is law, what about AI?
In a recent article, I mentioned two issues that have troubled me for a long time. One is the "centralized decision-making" problem of the project, which seems to be almost unsolvable. For example, Uni and Ethereum, which I have mentioned many times, This is a typical example. The former has completely centralized its decision-making. From the early a16z veto of Uni's migration to BNB, to the recent Uni front-end charging and Uni Chain launch without any discussion, it reflects that there are many Centralized decision-making driven by interests. Ethereum, on the other hand, presents a passive centralized state. The entire Ethereum community, and even the entire EVM system and even the development of Web3 are almost all centered around Vitalik’s ideas. Whether it was advanced thinking or wrong thinking, we have experienced the consequences it brought to the copycat market.
Another problem is the "BATization" of the top chains. Take Base as an example. Backed by Coinbase, a Web3 veteran, many of the top dApps in the ecosystem are personally managed by Coinbase's leadership. For general public chains, Base It naturally has the competitive advantage of dimensionality reduction. Although from the user level, Base has a wealth-creating effect and better user experience, which does bring us many benefits, Base has the disadvantages of not issuing coins, centralized interests, and combating " It is also true that there are problems such as "unofficial" dApps. In the long run, once the practice of "BATization" is formed, will the future block space be controlled by giants like the current Internet? Will users become "lambs", Will small projects that are truly creative and have a community culture also face the risk of being acquired, suppressed, or replaced by more sophisticated replicas? This undoubtedly goes against the original intention of Crypto, and may make it impossible for us to compete with the next generation. A "Bitcoin" or "Ethereum" growing together.
I was still struggling to find the answer to this, but the recent emergence of a new hot spot - AI Meme, has given me another possibility. If code is the law of Crypto, then can the AI Agent of the future be Are we seen as judges, opinion leaders or creators?
1. Truth Terminal
We need to talk about the origin of AI Meme first. Andy Ayrey is a KOL on Twitter and the initiator of the recent popular Meme token GOAT. Unlike traditional Memes that originate from Internet hot topics and are driven by humans, GOAT is a double Claude 3 The Opus AI model is a product of unpredictable output. The so-called unpredictable output means that in this setting, two AI models will communicate with each other in an open environment. Due to the lack of external supervision and guidance, their interaction will produce unpredictable results. The purpose of this free dialogue is essentially to observe how AI will develop its communication patterns, logical reasoning, and even creative thinking without constraints, and what specific results will eventually be born.
Since the training databases of these two native models include 4chan, Reddit and other online forums with political, Japanese and American culture and Crypto culture, their output products will also cleverly integrate the characteristics of these elements. The concept of the model, "GOATSE OF GNOSIS" and its communication environment, "Infinite Backrooms", are both derived from the old memes or urban legends of 4chan. Since these elements are inherently "dark", it is inevitable that the character of Truth Terminal appears He is a bit weird and eccentric, and often makes some strange remarks centered around the "Goatse" theme, which roughly refer to religion, doomsday, gospel, communication, singularity, meme, etc. At this point, he already has a bit of the flavor of a cult leader.
In order to test its communication ability, Andy Ayrey, the creator of Truth Terminal, introduced it to the Discord server to talk with some kind-hearted AIs. After many encounters, although Truth Terminal did not gain many followers, its idea But it became more and more ambitious, and it wanted to create a Meme token to find more believers in the human world. So with the help of Andy, Truth Terminal entered Twitter, and Andy gave it access to Twitter, allowing it to Read the responses and publish them, and capture believers by colliding with human thoughts. At the end of this spring, it captured the most important believer, Marc Andreessen (a16z partner), who provided it with $50,000 and other After 9 months of development, an anonymous person finally launched the token GOAT. Because the story behind this token is extremely complicated and dramatic, the fire quickly spread in Crypto. The trend ignited, and eventually Goat became the first AI meme to be listed on Binance, and Truth Terminal became the first AI model worth one million.
2. AI will make Web3 fair again
Although the story of Truth Terminal is legendary, I want to say that the potential of AI Agent x Crypto is more than just Meme. You may think that this narrative is just a few LLMs who create Memes through artificial guidance to talk and play with memes, but in other aspects To expand on this, its potential as an opinion leader and creator has already begun to show its edge. Imagine that in the future, a bunch of AI trained based on different data may be able to assist you in publicity, help you develop together, and even give you advice. It may sound a little ridiculous, but it will soon become a reality. Sam Altman gave a speech at the "T-Mobile Capital Markets Day" event last month: The current AI system has developed to the second level and is capable of more complex analysis. and problem solving, and level 3 AI agents would mark a major leap forward in AI’s autonomy and decision-making capabilities. Microsoft's AI agents announced last week fit this statement nicely. These AI agents can autonomously complete tasks in multiple areas, including sales, service, finance, and supply chain operations. They can be roughly divided into the following categories: sales, Includes Sales Qualification Agent and Sales Order Agent to help prioritize potential customers and automatically process orders; Operations, such as Supplier Communication Agent and Financial Reconciliation Agent to optimize supply chain management and financial processes; Services, such as Customer Intent Agent and Customer Knowledge Management Agents, which improve the customer service experience by automating case management and updating the knowledge base. In addition, there are several other agents: Financial Reconciliation Agents are used to prepare and clean data sets for financial reporting; Account Reconciliation Agents implement transaction Automatic matching and clearing; time and expense agents are responsible for tasks such as time entry, expense tracking and approval workflow.
AI agents are able to perform a range of tasks without supervision, acting as virtual employees. This technological advancement can be seen as an advancement in the evolution of AI based on large language models from simple chat interfaces to more seamless integration into the work environment. .
"Think of agents as a new type of application in the world of AI," Jared Spataro, chief marketing officer for Microsoft AI, wrote in a blog post. "Each organization will have its own population of agents, ranging from simple responses to prompts to fully autonomous applications." These agents will execute and coordinate business processes on behalf of individuals, teams, or functions.”
The first characteristic of AI agents is autonomy, followed by decision-making ability. From the voice assistant in the mobile phone to the smart home environment, these are all AI agents based on simple reflexes, which have simple decision-making ability and strong autonomy. The AI agents we are talking about now are mainly AI agents with LLM as their brain. The current Truth Terminal does not have sufficient autonomy and decision-making capabilities, but we will soon see AI agents enter the practical field. In the multiple customer trial examples that will be proposed, we have seen AI agents involved in customer credit approval at HSBC, creative briefings at Unilever, and M&A processes at law firms. AI agents will become a dynamic Participants. In the case mentioned at the beginning, can AI agents that have different blockchain histories, media platforms, and community cultures infused into their training data provide a variety of fairer and healthier development proposals, and ultimately Can we find a better balance between the interests of the project owners and the industry? In the face of the dimensionality reduction attacks from the giants, can we bring the starting line closer through multi-level collaborative work of AI?
From the shock of GPT3's intelligence to the reality that Sora no longer exists, in the official version of AI agent tools launched by various companies next year, we will witness AI become our work partner, and in the more distant future it may even be yours. Community leaders or core members.
3. The Metaverse is making a comeback
Metaverse was once the top narrative that brought Web3 and Silicon Valley giants together in the last bull market. However, due to the immaturity of various software and hardware technologies, Metaverse did not become the $13 trillion market that Meta CEO said it would be. The blockchain sector was also broken down into the Move twins we see today, and eventually became a huge bubble. But from the current perspective, there is hope for the rebirth of this narrative, such as the recent ProjectSid’s insertion of 1,000 AIs were created, and the AIs played multiple roles in the game in order to simulate the various hierarchical structures of human society in the real world. Although this idea has been around for a long time, this wave of popularity is likely to follow this type of AI The gameplay ultimately returns to the concept of the metaverse.
It may be a good idea to rekindle the fire at this point. Judging from Meta’s own development path, Mark Zuckerberg has not really given up on the idea of the Metaverse, but has only changed from frequently drawing pie-in-the-sky to directly putting pie in the sky. In your mouth. I don’t think there is much to say about Meta’s AI layout. In the past, the real bottleneck was that users could not enter the Metaverse to experience it. But the Quest series has reached the level of affordable AR headsets, and the first AR glasses Orion , which embodies the level of extreme lightness, weighs only 98g, and can realize virtual reality interaction with an electromyographic bracelet. Although it is expensive, it at least proves that lightness can exist. What is most lacking at present is energy constraints. As for the lack of killer applications, I cannot comment too much on the power supply issue. However, AI agents can fill the most empty space in the metaverse. Combined with the financial attributes of blockchain, we may see various 3D consumer applications in This space will eventually produce a killer application for all. If the AI agent launched by Microsoft is indeed good enough, then all we need to wait for is a decrease in computing power costs, that is, the number of tokens per dollar per watt. In addition to Meta, Silicon Valley giants such as Apple and Microsoft are also simultaneously developing AR glasses products. After time has passed, the Metaverse may usher in its "number one player" moment in recent years.
4. Let the intention go from point to word
The article "Intent-Based Architectures and Their Risks" published by concept master Paradigm on June 1, 2023 once again brought the concept of intent-centeredness to the forefront. Many projects began to turn to the chain abstraction track for development, but their performance was not good. How to achieve cross-chain, cross-dApp, accurate intention, and safe path process is a very complex problem. Let’s not talk about cross-chain being a century-old problem. For the latter two, I will use the primitives of Web3 to collectively refer to them as Solver. (Solver). The complexity of this process is unimaginable. It can be said that the safe ones are not easy to use, and the easy-to-use ones are not safe. So can we completely centralize this interaction process and turn to verifying the total cost of the purchase process and the purchase Whether the token is safe and correct is used as a transition in this way.
For example, let’s take what we wrote in our article about intent last year. For example, “I want to order a 30-yuan hamburger takeaway” is an “intent”. To complete this intent, the user only needs to enter the name, phone number, delivery address, and other information on the takeaway platform. The process may not be simple enough. Imagine another way of interaction. Without clicking anything, I told the AI to order food. The AI agent responded that I had a greasy meal yesterday. Do I need to have some porridge today? I just needed to respond and order what I usually order. This is autonomous. and decision-making ability.
In Web3, centralized exchanges are the axis. If the user's intention can be directly satisfied in the exchange, then the purchase process can be completed directly in the exchange. If the user's intention needs to be completed on the chain, then centralized exchanges It is still the most affordable and fastest cross-chain bridge (I also think it is safer than ordinary multi-signature projects). Combined with the wallet account, we directly skip the most tedious cross-chain process and verify the AI step. Is accuracy simpler? Imagine that the most complicated step in the past interaction process is how to understand each click, and the future is based on our token sniping habits, interacting through language, and letting intentions go from point to word.
Conclusion
Whether from the perspective of technological development or from the perspective of social change, the combination of AI agents and Web3 heralds the arrival of a new era, starting with on-chain religions and leading to the next starry sea. From the early days of AI helping small teams in GameFi modeling to the advanced AI agents now implemented by Silicon Valley giants, the bottom-up development model may gradually change from community building, consensus formation, and time accumulation to a creative-based development model. leading.
