
Author: YBB Capital Researcher Zeke
Introduction: If code is law, what about AI?
In recent articles, I mentioned two problems that have troubled me for a long time. One is the “centralized decision-making” problem of the project, which still seems to be almost unsolvable.For example, Uni and Ethereum I mentioned many times are typical cases. The former has become completely centralized in decision-making. From the early a16z veto on Uni migration to BNB, to the recent Uni front-end charges and Uni Chain launch, no proposal discussion has been made after the latest proposal.It was launched directly, reflecting that there are many centralized decisions driven by interests in Uni.Ethereum presents a passive centralized state. The entire Ethereum community, even the entire EVM system and even Web3, are almost revolving around Vitalik’s ideas.Whether it is Vitalik’s overly advanced ideas or his wrong ideas, the consequences caused to the counterfeit market, we have personally experienced them.
Another problem is the “BATization” of the head, taking Base as an example.Because he is backed by Coinbase, the Web3 gourmet, many of the top dApps in the ecosystem are personally managed by the Cb leadership. For general public chains, Base naturally has the competitive advantage of dimensionality reduction strikes.Although from the user perspective, Base has a rich-creating effect and a better user experience, it does bring us many benefits, but Base has problems such as not issuing coins, centralizing interests, and cracking down on “unofficial” dApps.fact.In the long run, once the practice of “BAT” is formed, will the block space be controlled by giants in the future like the Internet today?Will users become ‘lambs’, and will small projects that are truly creative and community-based culture also face the risk of being acquired, suppressed, or replaced by more refined replicas?This undoubtedly goes against Crypto’s original intention and may make us unable to grow together with the next “Bitcoin” or “Ethereum”.
I was still struggling to find the answer to this, but the new hot spot that has emerged recently – AI Meme, has shown me another possibility.If code is Crypto’s law, can the future AI Agent be regarded as a judge, opinion leader or creator by us?
1. Truth Terminal
We need to first talk about the origin of AI Meme. Andy Ayrey is a KOL on Twitter and the initiator of the recent popular Meme token GOAT.Unlike traditional Memes that are derived from Internet hot memes and are driven by artificially, GOAT is the product of the dual Claude 3 Opus AI model created through unpredictable output.The so-called unpredictable output is that under this setting, two AI models will communicate with each other in an open environment, and their interactions will produce unpredictable results due to the lack of external supervision and guidance.The purpose of this free dialogue is essentially to observe how AI will develop its communication patterns, logical reasoning and even creative thinking without being restricted, and what specific results will eventually lead to.
Since the training databases of these two native models include 4chan and Reddit, multiple online forums with political, Japanese and American cultures and Crypto cultures, their output products will also cleverly integrate the characteristics of these elements.For example, the earliest concept proposed by these two models, “GOATSE OF GNOSIS” and its communication environment “Infinite Backrooms” both originate from the ancient memes or urban legends of 4chan.Since these elements themselves are relatively “dark”, Truth Terminal’s personality inevitably makes him look a bit weird and withdrawn. He often makes some wonderful speeches around the “Goatse” meme, which is the general meaning of religion, the end of the world, the gospel, the spread, and the singularity., Meme, etc., at this time it already has a bit of a Cult coach.
In order to test its communication capabilities, Andy Ayrey, the creator of Truth Terminal, introduced it to the Discord server to talk to some kind-hearted AIs.After many collisions, although Truth Terminal did not gain too many believers, its idea became increasingly majestic. It wanted to create a Meme token and find more believers in the human world.So with Andy’s help, Truth Terminal went to Twitter, and Andy gave it access to Twitter, allowing it to read replies and post, capturing believers by colliding with human thoughts.By the end of this spring, it captured one of its most important believers, Marc Andreessen (partners a16z), who provided him with a grant of $50,000 in equivalent Bitcoin.After 9 months of development, an anonymous person finally launched the token GOAT. Because the story behind the token is extremely complex and dramatic, the fire was quickly ignited in Crypto, and Goat eventually becameThe first AI Meme to be on Binance, and Truth Terminal became the first AI model worth millions.
2. AI will bring Web3 back to fairness
While Truth Terminal’s story is legendary, I want to say that the potential of AI Agent x Crypto is far more than Meme.You may think that this narrative is just a few LLMs who create Meme through artificial guidance to talk and play memes, but to expand in other aspects, its potential as an opinion leader and creator has already begun to show its strength.Imagine a bunch of AI training based on different data in the future may help you promote and distribute, help you jointly develop and even give advice.Although these words sound a bit nonsensical now, they will soon become a reality.Sam Altman made a speech at the T-Mobile Capital Markets Day event last month: The current AI system has developed to level 2, enabling more complex analysis and problem solving, while the third-level AI agent will markAI has made a major leap in autonomy and decision-making capabilities.The AI agents announced by Microsoft last week corresponded well to this speech. These AI agents can independently complete tasks in multiple fields such as sales, services, finance and supply chain operations, and are roughly divided into the following categories: sales,Includes sales qualification agents and sales order agents to help prioritize potential customers and automatically process orders; operations such as supplier communication agents and financial reconciliation agents to optimize supply chain management and financial processes; services such as customer intent agentsand customer knowledge management agents to enhance customer service experience by automating case management and updating knowledge bases.In addition, there are several other agents: the financial adjustment agent is used to prepare and clean up the data set of financial reports; the account reconciliation agent realizes automatic matching and liquidation of transactions; the time and expense agent is responsible for time entry, fee tracking and approval workflowWait for tasks.
AI agents are able to perform a series 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 a simple chat interface to a more seamless integration into the work environment.
Jared Spataro, chief marketing officer of Microsoft AI projects, wrote in his blog post: “Agents can be viewed as new applications in the AI world. Each organization will have its own group of agents, from simple prompt response to complete autonomy.”Run. These agents will execute and coordinate business processes on behalf of individuals, teams, or functions.”
The primary feature of AI agents is autonomy, followed by decision-making ability.From voice assistants in mobile phones to smart home based environments, these are all AI agents based on simple reflection, which have simple decision-making capabilities and strong autonomy.The AI agent we are talking about now is mainly the AI agent that installs LLM as the brain.Truth Terminal does not have enough autonomy and decision-making capabilities, but we can soon see AI agents enter the practical field. In the multiple customer trial examples proposed by Microsoft’s press conference, we have seen AI agents on HSBC.Participate in customer credit approval in banks, participate in creative briefings in Unilever, and participate in M&A processes in law firms, and AI agents will become multiple dynamic participants.In terms of the situation mentioned in the beginning, can AI agents that incorporate different blockchain history, media platforms, and community culture into training materials provide a variety of fair and healthy development proposals, and ultimately in the community and project parties.Given a better balance between interests?In the face of the giant’s dimensionality reduction strike, can we bring the starting line closer through multi-level collaborative work of AI?
From the shock of GPT3 intelligence to the reality of Sora no longer exists, in the official version of AI proxy tools launched by various companies next year, we will witness AI becoming our work partner, and it may even be yours in a more distant future.Community leader or core member.
3. The meta-universe is making a comeback
Metaverse was the top narrative that made Web3 agree with Silicon Valley giants in the last bull market, but due to the immaturity of various software and hardware technologies, Metaverse did not become the 13 trillion dollar market mentioned by Meta CEO.The blockchain department has also been broken down into the Move-based Gemini we see today, and eventually became a huge bubble.But from the current perspective, the narrative is expected to be reborn. For example, ProjectSid recently inserted 1,000 AIs into the game “Minecraft”, allowing AI to play multiple roles in the game to simulate the human society in the real world.Multiple stratified institutions.Although this concept has existed for a long time, this wave of popularity is likely to eventually return to the concept of meta-universe along with this type of AI gameplay.
Reignite this fire at this node is not an option.Judging from Meta’s own development route, Mark Zuckerberg did not really give up his thoughts about the metaverse, but just went from frequent drawing of cakes to stuffing the cakes directly into your mouth.I don’t think there is much to say about Meta’s AI layout. The real bottleneck in the past was mainly because users could not enter the meta universe to experience it.But the Quest series has reached the level of affordable AR headsets, and the first AR glasses Orion reflects an extremely lightweight level. The glasses weigh only 98g and can achieve virtual reality interaction with an electromyography bracelet, although the price isExpensive, but at least proves that lightweight can exist.What is most lacking at the moment is energy restrictions and killer-free applications. I can’t make too much comments on the power supply issue.However, AI agents can fill the blank meta-universe space. Combined with the financial attributes of blockchain, we may see that various 3D consumer-level applications are reflected in this space, and ultimately collide with a killer-level application for the whole nation.If the AI agents launched by Microsoft do perform well enough, then all we need to wait for is the decline in computing power costs, that is, “tokens per dollar per watt.”In addition to Meta, Silicon Valley giants such as Apple and Microsoft are also developing AR glasses products simultaneously. After time precipitation, the Meta Universe may usher in its “number one player” moment in recent years.
4. Let intentions go from point to saying
The article “Intent-Based Architectures and Their Risks” released by concept master Paradigm on June 1, 2023 once again brought the concept of intention-centered development. Many projects began to turn to the development of chain abstract tracks, but their performance was notAll the best.How to achieve cross-chain, cross-dApp, accurate intentions, and safe paths are all very complex problems.Not to mention cross-chain is a century-old problem, I will use the primitives of Web3 here to collectively call 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 ones are not safe.So can we simply completely centralize this interactive process and turn to verifying the total cost of the purchase process and whether the tokens purchased are safe and correct, and this way is a transition.
For example, as we wrote in our article on Intent last year.For example, “I want to order a 30-yuan hamburger takeout” is a “intention”. To achieve this intention, users only need to enter their name, phone number, delivery address and place an order on the takeout platform. They do not have to worry about the 30 yuan they paid for by the merchant respectively.What form of earning and how the platform distributes riders, and how riders deliver them to their homes.This process may not be simple enough. I imagine another way of interaction. I told AI that I needed to order food without making any clicks. The AI agent responded to me because I ate greasy yesterday. Do I need to eat some porridge today?I just need to respond to what I often ordered, which is the embodiment of autonomy and decision-making ability.
Then in Web3, with the centralized exchange as the axis, if the user’s intention can be directly satisfied within the exchange, the purchase process can be completed directly within the exchange.If the user’s intention needs to be completed on the chain, then the centralized exchange is still the most affordable and fastest cross-chain bridge at present (I also think it is safer compared to ordinary multi-signature projects in terms of security). We will directly combine the wallet account to make the mostIs it easier to skip the cumbersome cross-chain process and verify the accuracy of the AI steps?The most complex 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, so that intentions can go from point to speech.
Conclusion
Whether from the perspective of technological development or from the perspective of social change.The combination of AI agents and Web3 both heralds the arrival of a new era, starting from the religion on the chain and leading to the next sea of stars.I went from early on to conceive AI’s help to small teams in GameFi modeling to the advanced AI agents implemented by Silicon Valley giants today.The bottom-up development model may gradually transform from community construction, consensus formation, and time accumulation to creativity-oriented.