Web3的自主崛起3

每一次技術革命都會引起全新的經濟模式：工業革命➔製造經濟

Every technological revolution gives rise to a brand new economic model:

每一次技術革命都會產生一種全新的經濟模式：

* Industrial Revolution ➔ Manufacturing Economy

*工業革命➔製造經濟

* Personal Computer ➔ Software Economy

*個人計算機➔軟件經濟

* Internet ➔ E-commerce Economy

*互聯網➔電子商務經濟

* Streaming ➔ Subscription Economy

*流➔訂閱經濟

* Public Cloud ➔ SaaS (Software as a Service) Economy

*公共雲➔SaaS（軟件作為服務）經濟

* iPhone ➔ App Economy

* iPhone➔應用程序經濟

* Social Media ➔ Creator Economy

*社交媒體➔創造者經濟

* Bitcoin and Blockchain ➔ Cryptocurrency/Web3 Economy ➔ Decentralized Finance (DeFi) Economy

*比特幣和區塊鏈➔加密貨幣/Web3經濟➔分散融資（DEFI）經濟

* Electric Vehicles ➔ Clean/Green Tech Economy

*電動汽車➔乾淨/綠色技術經濟

* Artificial Intelligence/ Machine Learning (AI/ ML, Large Language Models) ➔ Predictive/Automated Economy

*人工智能/機器學習（AI/ ML，大型語言模型）➔預測/自動化經濟

* **Large Language Models ( LLMs ) ➔ Autonomous Economy**

***大語言模型（LLMS）➔自治經濟**

In these technological transformations, some giant companies always emerge, dominating most of the market in the new economy:

在這些技術轉型中，一些巨型公司總是出現，在新經濟中占主導地位：

* Industrial Revolution: General Electric, Ford, Siemens, Caterpillar

*工業革命：通用電氣，福特，西門子，卡特彼勒

* Software Economy: Microsoft, IBM, Oracle, Adobe

*軟件經濟：Microsoft，IBM，Oracle，Adobe

* E-commerce: Amazon, eBay, Alibaba, Shopify

*電子商務：亞馬遜，eBay，阿里巴巴，Shopify

* Subscription Economy: Netflix, Spotify, Disney+, Hulu

*訂閱經濟：Netflix，Spotify，Disney+，Hulu

* SaaS Economy: AWS (Amazon Web Services), Microsoft Azure, Google Cloud, Salesforce, ServiceNow

* SaaS經濟：AWS（亞馬遜網絡服務），Microsoft Azure，Google Cloud，Salesforce，ServiceNow

* App Economy: Apple, Google Play (Android), Tencent (WeChat), Meta (Instagram/WhatsApp)

*應用程序經濟：Apple，Google Play（Android），Tencent（微信），Meta（Instagram/WhatsApp）

* Creator Economy: Meta (Facebook, Instagram), YouTube, TikTok, Patreon, Substack

*創作者經濟：元（Facebook，Instagram），YouTube，Tiktok，Patreon，替代

* Crypto Economy: Coinbase, Binance, Ethereum, Solana, Uniswap, Aave

*加密經濟：Coinbase，Binance，以太坊，Solana，uniswap，Aave

* Green Tech Economy: Tesla, BYD, Rivian, Lucid, ChargePoint, CATL (batteries)

*綠色科技經濟：特斯拉，比亞德，里維安，清醒，電荷點，catl（電池）

* Predictive/Automated Economy: Google DeepMind, Palantir, Nvidia, UiPath

*預測/自動化經濟：Google DeepMind，Palantir，Nvidia，Uipath

* Autonomous Economy: OpenAI, Anthropic, Grok, DeepSeek, Alibaba, Hugging Face

*自治經濟：Openai，人類，Grok，DeepSeek，Alibaba，擁抱臉

These giants attempt to predict and capture the next emerging economic field, but due to their size and strategic focus, they cannot cover all niche areas. This creates opportunities for smaller, more agile companies that can quickly experiment with ideas and focus on extremely niche markets:

這些巨頭試圖預測和捕捉下一個新興的經濟領域，但是由於其規模和戰略重點，它們無法覆蓋所有利基領域。這為較小，更敏捷的公司創造了機會，這些公司可以快速嘗試想法並專注於極端利基市場：

* Notion: Disrupting traditional enterprise collaboration and knowledge management tools (like Confluence, SharePoint)

*概念：破壞傳統的企業協作和知識管理工具（例如Confluence，SharePoint）

* Perplexity: Disrupting the search and information retrieval space (like Google Search, Wikipedia)

*困惑：破壞搜索和信息檢索空間（例如Google搜索，Wikipedia）

* Substack: Disrupting traditional publishing and media industries (like blogs, newsrooms, Medium)

*替代：破壞傳統出版和媒體行業（例如博客，新聞編輯室，媒介）

* Grab/Uber: Disrupting urban transportation and logistics (like taxis, car rentals, delivery services)

* Grab/Uber：破壞城市運輸和物流（例如出租車，租車，送貨服務）

* Netflix: Disrupting cable TV and physical media (like Blockbuster, traditional broadcasting)

* Netflix：破壞有線電視和物理媒體（例如大片，傳統廣播）

* Airbnb: Disrupting the hotel and accommodation industry (like traditional hotels, travel agencies)

* Airbnb：破壞酒店和住宿行業（例如傳統酒店，旅行社）

* Amazon: Disrupting physical retail (like Walmart, local stores, Sears)

*亞馬遜：破壞物理零售（例如沃爾瑪，當地商店，西爾斯）

When these disruptors change the way industries operate, they themselves become new giants in their respective fields, creating opportunities for future emerging players to disrupt them again.

當這些破壞者改變行業的運作方式時，它們本身就成為各自領域的新巨人，為未來的新興玩家再次破壞他們創造了機會。

In the autonomous economy, AI agents (Agentic AI) fundamentally change the way industries operate. These agents act as a digital workforce, capable of proactively completing tasks. Autonomous AI interfaces are now very common, significantly reducing user time investment while enhancing productivity. This shift makes goods and services more efficient, especially in industries where humans perform repetitive tasks, as AI and AI agents can significantly lower costs and improve efficiency.

在自治經濟中，AI代理（代理AI）從根本上改變了行業運作的方式。這些代理充當數字勞動力，能夠主動完成任務。現在非常普遍的自主AI接口，可以大大減少用戶時間投資，同時提高生產率。這種轉變使商品和服務更有效，尤其是在人類執行重複任務的行業，因為AI和AI代理可以顯著降低成本並提高效率。

In the Web2 era, the best incubation platform and distribution network for showcasing AI and AI agent applications was Y Combinator, especially in recent batches of projects.

在Web2時代，展示AI和AI代理應用程序的最佳孵化平台和分銷網絡是Y組合器，尤其是在最近的項目批次中。

* Midship: Using AI to scale financial auditing work

*中期：使用AI擴展財務審計工作

* Cuckoo: Providing real-time AI translation for global sales, marketing, and support

*杜鵑：為全球銷售，營銷和支持提供實時AI翻譯

* Tempo: Helping designers and developers collaborate for 10x product delivery speed

*節奏：幫助設計師和開發人員合作10倍產品交付速度

* Ascend: AI-based financial statement analysis platform

*上升：基於AI的財務報表分析平台

As large language models (LLMs) continue to improve, AI capabilities are enhanced, more industries are disrupted, and an increasing number of roles and responsibilities are augmented or enhanced in productivity (not yet fully replaced).

隨著大型語言模型（LLM）的繼續提高，AI能力得到了增強，更多的行業被中斷，並且越來越多的角色和職責增強或增強了生產力（尚未完全替代）。

Consumer AI in Web3 is Brewing

Web3中的消費者AI正在釀造

In the Web2 era, Y Combinator served as the primary distribution network, incubating and promoting many high-quality AI startups. In the Web3 space, Virtuals is playing a similar role through the Agent Commerce Protocol (ACP). ACP is an open standard for commercial collaboration between multiple agents, allowing these agents to invoke services, negotiate prices, execute tasks, and provide evaluations.

在Web2時代，Y Combinator充當主要分銷網絡，孵化和促進許多高質量的AI初創公司。在Web3空間中，Virtuals通過代理商商業協議（ACP）發揮了相似的作用。 ACP是多個代理商之間商業合作的開放標準，允許這些代理商援引服務，談判價格，執行任務並提供評估。

This mechanism gives rise to the Web3-driven Agentic Economy, where agents collaborate to create greater value for users. Autonomous hedge funds and autonomous media companies will be the first experimental projects, launching this entirely new economic system.

這種機制引起了Web3驅動的代理經濟，在該經濟體中，代理商協作為用戶創造了更大的價值。自主對沖基金和自主媒體公司將成為第一個啟動這個全新經濟體系的實驗項目。

Trillion-Dollar Opportunity

萬億美元的機會

As Sequoia stated:

正如紅杉所述：

> “The core of cloud transformation is Software as a Service (SaaS). Software companies are transforming into cloud service providers, creating a market opportunity of $350 billion. Thanks to Agentic Reasoning, the core of AI transformation is Service-as-a-Software. Software companies are turning labor into software. This means the addressable market

>“雲轉型的核心是軟件（SaaS）。軟件公司正在轉換為雲服務提供商，創造了3500億美元的市場機會。由於經濟推理，AI轉換的核心是服務公司，軟件公司將勞動力轉換為軟件。這意味著可尋求的市場，