Gary: Agent Economy and AI Sub-Microeconomics
Author:Yanggong
After the outbreakAIThe evolution of the clock is accelerating, making it rapidly new across the globeCivilized generationsI don't know. In the last two months, I've been in a dozen cities around the world20Multiple sessionsAI♪ And the only thing ♪FourThree times at the end of the monthdowntownYesTripe SessionsFar beyond all other themes, the shock of intergenerational differentials. When the world is tiredClaws & AgesSilicon Valley and Triple are already thereAgentEconomyandAgentIt's not like we're going into the next dimension of cognitive management26YearQ3Q4The competitive pressure is still very steep。
tl;dr
1. AI PaymentTHE COMPETITION ANDH2AEconomic bottlenecks
2. AgentEconomy andA2AThe inevitable ecological trends
3. AI ProtocolandCrystal ProtocolLinkages, gaps and political and economic factors
4. AI AgentParadigms of sub-microeconomic characteristics and biology That's right
5. AIFiAnd the necessity of a financial chipFinChipThe Economic Meaning
6.AI-NativeIt's different from the Internet+to upgrade the paradigm
1. AI PaymentTHE COMPETITION ANDH2AEconomic bottlenecks
26Q1We predicted it4-5The moon will enter many places around the worldAl Agent PaymentThe competition and the rapidly hotening of the situation。AgentThe value-exchange demand is at a preliminary levelAl PaymentAnd the fact that it's moving fast is thereQ2Got certified. That's..x 402After thatMPPWait for moreAl Payment ProtocolYesQ2It's not just traditionCriptoFull speed of financial paymentsAIUpgrade, including major plantsI'm sorryEspeciallyGoogle)Even old information technologyI'm sorryLikeIBM)They're all running into this track hoping to take over the layoutAgentWords of the world。
Three timesTripe SessionsI was with a couple of them that dayTop AIThe company's techs discussed itPayment ProtocolStandardization and application issues, with reasonable but not satisfactory results:No one can set standards, but consensus standards emerge in the process of taking over; most people agreeCriptoYesAl Payment ProtocolOf course, but alwaysFiat APIThis is partly due to inertia and more to compliance impediments;3KYCIt's not going to workAgent Native;4 everyone is claimingA2A (Agent to Age)Everybody's doing itH2A (Human to Argentina).
Actually..26Q2Many large mills in Silicon Valley are very similar to those in East AsiaMag 7Most of themDepartment HeadsStill byto B to CIt's businessAl PaymentandArgentinaIt's hot for the middle groundKPIBothto Human UsersAnd that's what it's all aboutPayment ProtocolandA2AThe interim stage of the economy is not orthodox. ThisH2AThe wind is fastQ2And then there were bottlenecks for a simple reasonAl AgentThe most important feature is that decision-making is possible, but the Internet has developed2B2CCommercial andH2AThe economy is essentially people who make decisions. UseAgentHelping people do it in the traditional power business sceneFiji PaymentIt's a matter of logicNon-AI-NativeFor the time being, the value of the hotspot is greater than its usefulness。
But from another angleH2AIt's actually a very good seductive effect that inspires the next stageAI-NativeandArgentina AutonomousEconomic transition of thinking。26Q2At the end of the day, some smart firms realized that and started to use it as a tool to fix the innAI-NativeYesAgentThe economy is thinking back, back, backH2AThe way the economy interfacesQ2-Q3Best value。
2. AgentEconomy andA2AThe inevitable ecological trends
AgentEconomyBy autonomyI'm sorryAutonomy@AgentDirectly involved in value creation, value exchange and value capitalization, and gradually becoming a new economic system of independent economic agents。
A2AEcologyIt's differentAgesYesAgentEconomic participation in the economy, facing each other and interactingI'm sorryInformationI'm not sureExchangeI'm sorryValueI'm not sureBehavioural processes and the formation of an overall picture of competing collaborative economic values。
26Q2Many of the world's top players have declared that they are rightAgentEconomy andA2AThe focus on ecological investment has even defined it as the only important investment direction for the next phase。
Similar to the pre-gestation period for Internet electricians2007Year, cell phone pre-gestation period2013Year, andCrystal DeFiPrior gestation period2019The yearAgentEconomyA2AEco-building also requires technical standards, economic rules, consensus-building and market education. On the basis of a substantially identical paradigm, the difference is that one of the essential technologies develops at a much faster pace;2to Aandto B to CThey have different perspectives, are not entirely based on human perspectives and needs, are more abstract and difficult to understand, and need to be underpinned by the principle of first sex, and more by the principle of the human beingAI-NativeThis perspective reflects on the value of energy and operational efficiency;3 short-term consensus is made more difficult by the conflict between the first two points, combined with factors such as bias and compliance across geographical regions。The terrible thing is, AIThe rate of evolution does not slow down because of these kinds of problems, which meansAgentEconomy andA2AEcological formation is inherently moving away from the human-designated framework of rules and needs, and for them more than a few quantifiable card points are breakthroughs。
It's a game of game fair and fast。AI ProtocolYes26Q2This is amply illustrated by the rapid outbreak. Large factories and forward laboratories(Frontier Labs)They're fightingAl AgentThe entrance rulesAgentThe initial infrastructure of the economy is emerging, just like the draftHammurabiI don't know. The game balance of traditional finance and commerce will quickly unravel and reshape this paradigm shiftAI-NativeYesProtocolIf you think about it and get a differential advantage in it, you'll get the gameAICake。
3. AI ProtocolandCrystal ProtocolLinkages, gaps and political and economic factors
AI ProtocolYesAl AgentParticipationAgentThe infrastructure of the economy also makesAgentYesOpen NetworkBasic rules and consensus mechanisms for detection, communication, exchange and collaboration in economic activity; simplyAIWorld rules of governance and economic law。
From26Q1At the end, I started writingAI ProtocolAt first, it was like a primitive man with hunting experience suddenly came to modern society to participate in the development of business rules until he met oneGoogleThe executive put me and the team on the right track。AI ProtocolThe process of formation and maturity carries the aesthetic inertia of large Internet plants and must follow the futureAIThe first principle of ecology。
AI ProtocolIt's still not uniform, usually in file form(.json, .ts, .txt)I don't knowCLIForm, tooAPIorSDKForm, this withCrystal ProtocolVery different. On the one handAIIn the early stages of development, many communication handshakes did not establish universal standards; on the other handAI ProtocolandCrystal ProtocolAt this stage, there is a difference in the content of the interactive exchange, the former being the lack of clarity at the border but the need to exchange poor information, poor capacity and poor computing power, and the latter being the relative clarity of asset rights, ownership and governance at the border RightsI don't know。
One issue is sharp and obvious:AI ProtocolandCrystal ProtocolIs that the same thing? Will the future be combined? I can't prove it mathematically for now, but intuitively, it's bound to be gradually integrated and most of the parts will overlap and matureDigital ProtocolSystem。
There is a deeper hidden problem:AI ProtocolAt this stage, there is a greater tendency to establish communication and communication collaboration and to weaken the power of financial governance to dilute the characteristics of the border perception, which is related to:Crystal ProtocolThe idea of the organic power to define values is quite the opposite, and the gap is clear even as if it were two different concepts. Except for thisAl AgentThe economy is in the early stages of its developmentCrystal ProtocolIs there any hidden factor beyond this apparent factor
Yeah, it's clear, political economy. Countries and regions of the global mainstream economies are strongly influencing this gap because of the traditional financial and legal compliance base. In other words, the currentAI ProtocolandAgentThe economy, still operating in the same system as the previous human society, is all about money and managementProtocolThey're passively avoiding, or temporarily retrieving, by the traditional financial and legal system's customary framework of governanceI'm sorryNotes1)I don't know. But with the energy savings of the divideAIThe rapid development of indexation will soon become irreconcilable, as I did last monthCambridge CJBSSummary of the meeting:
“..Al AgentThere is no way to think in accordance with the inertia of human society and there is no incentive to follow traditional financial compliance. Most of the global financial laws in the next decade will either fail or face severe challenges becauseAl AgentFollow only:
1.First Principle
2.The principles of the shortest path of energy value and maximum efficiency
3.It worksKYAIt's not the same as the aesthetics of the pastKYCIt's not the same
AI ProtocolCenterCrystal ProtocolThe trend towards integration is one of necessity of the first principle。
4. AI AgentParadigms of sub-microeconomics and biology That's right
Al AgentSub-microeconomics. Not long ago, I was hereOxfordWith oneAIThe description used for the first time by expert friends in their discussions has gradually become more frequent in our exchanges with partners over the past half month。
Whatever the current trend is calledAIThe economyAgentEconomics, we find that they differ somewhat from the behavioural characteristics of human economics, and, while they are comparable in some paradigms, they are not exactly the same. I'll give you a little bit of itAl AgentEconomic comparisons with human socio-economic differences:
OneAl Agent(a) Greater frequency and lower amount of single transactions
TwoAl AgentThe exchange of consumption of economic values points more directly to energy
ThreeAl AgentDecision-making is efficient rather than emotional
FourAl AgentEconomic behaviour is task-oriented rather than consumption-oriented
5Al AgentThe organizational costs are close to zero with marginal learning
SixAl AgentThe value consensus is based on a communication agreement and communication costs are nearly zero
SevenAl AgentThe smallest economies, unlike the smallest-value units, are comparable to biology。
In fact, it's just some of the differences that can be seen or foreseen at the momentAIThere are bound to be more differences in derivatives and derivatives for future development。
The last one of these differences, like biology, is that26Q2The idea of the cornerstone that has helped us most in business development has also come fromAIThe commercialization of companies contemplates the most effective models of products, markets and management practices. Specific analogy is as follows:
OneLLMAsAgentThinking drives the kernel, similar to cell nuclei
TwoAgent HarnessBring itAgent(a) Differentiation of operational capacity, similar to cell mass
ThreeAgent(a) The whole is a governance unit with an independent mission capability, which is subjective and functional, similar to cells
FourAgentInformation communication boundaries are usually a set of web-based protocols similar to the conditional passage of permitted substances in the membrane phosphate double-molecule layer
5Agentvalue systems and the environment, for exampleSkills, Prompt, Algorithm, CliAnd now more and moreIt's not like you're in the wrong placeWait, it's like the extracellular environment, including the cytogenI'm sorryExosomesI'm not sureIt includes tissue fluids, extracellular matrices, nutrient exchange, and various metabolic environments。
Yes26Q1-Q2In the development landscapeAl AgentIncreasingly, clearer boundaries, clearer subjects and clearer principles of information, value and energy exchange are being developed. It's a biological environmentAl AgentSub-microeconomics are taking shape, and there are a lot of themAIThe value of economics can be tappedAI ProtocolandAI FinanceIt is the inevitable trend of an outbreak。
5. AIFiAnd the necessity of a financial chipFinChipThe Economic Meaning
Since the second half of last year, we've proposedAIFiI'm sorryArtificial intelligence financeI'm not sureThinking in the direction and layout, as of26Q1EndAIFiThe concept has developed a clear trend. If it's..AIFiA relatively clear definition could be:AIOriginal valueAgentEconomyFinancial systems and infrastructure for exchange transactions and capitalization that are developed after identification and licensing。
AIFiandDeFiandTradFiThe biggest difference isDeFiandTradFiIt's worth somethingFi()That's..That's rightI'm not sureDecentralizedandSpecialIt is the form of value; andAIFiIt's the opposite. It's worth itAIMediumFiIt became a form of value. It's not a simple word game, but it's..AIDevelopment from quantitative to qualitative。
In shortBeforeAIIt's for quantitative strategies, financial products, and production processes. It's just a development tool to refine financial and production valuesAl AgentThe ability to make decisions shifts the ability and power of value discovery from people and companiesAgentOn the other hand, the main subject of the economic unit has been relocated, so that the subject of value has changed substantially。
In such a trend, building the infrastructure of new value systems will be an important task. This yearTwoLast article of the monthI'm sorryAI-FiFinancial chip andOpenClawGlobal finance after the singularity>First time I pulled out a financial chip(FinChip)and refers toAI Agent+Crypto SmartContractionThe combination of encapsulated super-intellectual financial assets will really adapt to the next eraAl AgentEconomic development. YesThreeIt's a monthly upgradeIt's all rightThere's an initial independenceAI Autonomous+CryptoProtocolYesAIFiThe system. It's compatibleH2AandA2A; inOpen NetworkConstructionAl AgentInfrastructure of the economy and evolutionAIFinancial value, yesFinChipImportant economics。
6. AI-NativeIt's different from the Internet+to upgrade the paradigm
WhateverAIFiI don't knowFinancial circuitsI'm sorryNotes2)It's a financial chipFinChipThe most important thing is needNaturelyIntegrationAI, Cripto,andFinanceThe essence of this is to form a value system and management mechanism that is sound from a future perspective。AI-Native ThinkingIt's the logic of abstract and uncommon sense at this stage, as mentioned earlier."AIThe principle of firstness, as well as the principle of the shortest path of energy value and the highest efficiency, are the most important core dilemmas for thinking and engaging in the construction of a new business paradigm。
This yearTwoMonthOpenClawDrive this roundAIIn the early days of the escalation, I discussed with several entrepreneurs a prophecy:AI+Business upgrading and the Internet+Business upgrades will be very different。
BecauseAIThere are many characteristics of rapid development, abstract forms, deeper integration with matters, for a long time. InternalI'm sorryLike at leastTwoYearI'm not sureIt is difficult to develop an effective methodology or generic professional advice for industrial upgrading toolsI don't know. The pressure of steep curves will remain, and this will always be a great challenge for all scientists, engineers and entrepreneurs, and the paradigm upgrading process will be completely different from any historical experience。
