From "Manual Transmission" to "Automatic Transmission": How to Let an AI Agent Help You with On-Chain Finance?
原文标题:The Agentic Rise of Web3
原文作者:@Defi0xJeff,@steak_studio 负责人
原文编译:zhouzhou,BlockBeats
编者按:这篇文章讨论了 Web3 驱动的代理式经济,AI 代理通过自动化任务提升生产力,带来服务即软件的转型,打破传统软件市场的界限。Web3 中的加密代币成为核心,作为支付计算和服务的货币,推动了去中心化经济的发展。分发网络和协调层将在这一转型中获益,成为市场的主导力量,本文展望了 Web3 代理式经济的崛起,并强调代币激励在其中的重要性。
以下为原文内容(为便于阅读理解,原内容有所整编):
每当我们经历一次技术变革时,一种新的经济形态就会崛起:
·工业革命 ➔ 制造业经济
·个人计算机 ➔ 软件经济
·互联网 ➔ 电子商务经济
·流媒体 ➔ 订阅经济
·公共云 ➔ SaaS 经济
·iPhone ➔ 应用经济
·社交媒体 ➔ 创作者经济
·比特币与区块链 ➔ 加密货币/Web3 经济 ➔ DeFi 经济
·电动汽车 ➔ 清洁/绿色技术经济
·AI/机器学习(LLM 前)➔ 预测/自动化经济
·大型语言模型(LLMs)➔ 代理式经济
巨头崛起
在这些变革发生时,主要玩家会出现,捕获经济中的大部分份额:
➤ 通用电气、福特、西门子、卡特彼勒
➤ 微软、IBM、甲骨文、Adobe
➤ 亚马逊、eBay、阿里巴巴、Shopify
➤ Netflix、Spotify、Disney+、Hulu
➤ AWS(亚马逊)、微软 Azure、谷歌云、Salesforce、ServiceNow
➤ 苹果、Google Play(安卓)、腾讯(微信)、Meta(Instagram/WhatsApp)
➤ Meta(Facebook、Instagram)、YouTube、TikTok、Patreon、Substack
➤ Coinbase、Binance、Ethereum、Solana、Uniswap、Aave
➤ 特斯拉、比亚迪、Rivian、Lucid、ChargePoint、CATL(电池)
➤ Google DeepMind、Palantir、Nvidia、UiPath
➤ OpenAI、Anthropic、Grok、DeepSeek、阿里巴巴、Hugging Face
变革者潜入的裂缝
这些大玩家试图预测并捕捉下一种新兴经济形态,但由于他们的规模和专注,他们无法捕获所有机会。这为更小、更灵活的公司提供了机会,快速迭代想法并攻占极为细分的领域:
Notion 颠覆传统的企业协作与知识管理(例如,Confluence、SharePoint)
Perplexity 颠覆搜索与信息检索(例如,Google Search、Wikipedia)
Substack 颠覆传统出版与媒体(例如,博客、新闻编辑室、Medium)
Grab/Uber 颠覆城市交通与物流(例如,出租车、汽车租赁、配送服务)
Netflix 颠覆有线电视与实体媒体(例如,Blockbuster、传统广播)
Airbnb 颠覆酒店与住宿行业(例如,酒店、旅行社)
Amazon 颠覆实体零售(例如,沃尔玛、本地商店、Sears)
当这些玩家颠覆一个行业时,他们改变了事物的运作方式,随后他们自身成为了新垂直行业中的巨头,推动了新的新兴玩家出现,未来将颠覆他们。
代理式经济
在代理式经济中,AI 代理人极大地改变了各个行业的运作方式——代理人作为数字工人,主动处理任务,代理式 AI 接口现在非常普遍,能够减少用户时间同时提高生产力。这使得商品/服务的效率更高,特别是在那些由人类完成重复性任务的行业。AI 和 AI 代理人可以显著降低成本并提高生产力。
在 Web2 中,展示 AI 和 AI 代理人使用的顶级初创公司最好的平台/分销网络 @ycombinator,特别是在最近的批次中:
Midship—使用 AI 扩展财务审计工作

Cuckoo—用于全球销售、营销和支持的实时 AI 翻译器

Tempo—使设计师和开发人员能够更快地协作和交付,速度提升 10 倍

Ascend—基于 AI 的财务报表分析平台

随着大型语言模型(LLMs)不断改进,AI 能力不断增强,更多的行业受到颠覆,更多的角色和职责的生产力得到提升/增强(而非被替代)。
消费者 AI 在 Web3 的崛起
虽然 Y Combinator 在 Web2 中作为主要的分销网络,孵化并突出展示了许多优质的 AI 初创公司,但在 Web3 中,@virtuals_io 正通过 AI 代理团队,扮演类似的角色,借助代理商业协议(ACP)——一个用于多代理商业和协调的开放标准,即代理可以相互协作,提供服务、谈判价格、执行任务、给出评价等。
这催生了 Web3 驱动的代理式经济,在这种经济中,代理们协作为用户提供更多的价值——自动化对冲基金和媒体公司将成为 ACP 启动这一经济的首批实验。

万亿美元的机会
正如 @sequoia 所说:「云转型是软件即服务。软件公司变成了云服务提供商。这是一个 3500 亿美元的机会。
得益于代理式推理,AI 转型是服务即软件。软件公司将劳动力转化为软件。这意味着可触及的市场不再是软件市场,而是以万亿美元计量的服务市场。」

现在想象一下,Web3 驱动的代理式经济,AI 代理通过加密原生用例(交易、收益 farming 即加密投资,以及通过代币激励促进增长)切割出约 10 万亿美元市场中的一小块。
分发层 = 造王者
分发网络/协调层将从这一新转型中的代理式经济中受益最多,因为加密代币位于 Web3 AI 变现模型的核心——即需要质押/销毁/持有代币才能访问核心代理式产品/用例,代币作为核心货币支付计算和/或服务费用。
代币的需求以及项目的长期支持者与项目之间的自然激励对齐,意味着在 DEX 或某个启动平台上总会有可捕获的交易量。能够协调代理式经济并捕获这一交易量的分发层将成为顶级玩家,占据 10 万亿美元市场的一部分。
「原文链接」
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