Web3的自主崛起3

每一次技术革命都会引起全新的经济模式：工业革命➔制造经济

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

每一次技术革命都会产生一种全新的经济模式：

* Industrial Revolution ➔ Manufacturing Economy

*工业革命➔制造经济

* Personal Computer ➔ Software Economy

*个人计算机➔软件经济

* Internet ➔ E-commerce Economy

*互联网➔电子商务经济

* Streaming ➔ Subscription Economy

*流➔订阅经济

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

*公共云➔SaaS（软件作为服务）经济

* iPhone ➔ App Economy

* iPhone➔应用程序经济

* Social Media ➔ Creator Economy

*社交媒体➔创造者经济

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

*比特币和区块链➔加密货币/Web3经济➔分散融资（DEFI）经济

* Electric Vehicles ➔ Clean/Green Tech Economy

*电动汽车➔干净/绿色技术经济

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

*人工智能/机器学习（AI/ ML，大型语言模型）➔预测/自动化经济

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

***大语言模型（LLMS）➔自治经济**

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

在这些技术转型中，一些巨型公司总是出现，在新经济中占主导地位：

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

*工业革命：通用电气，福特，西门子，卡特彼勒

* Software Economy: Microsoft, IBM, Oracle, Adobe

*软件经济：Microsoft，IBM，Oracle，Adobe

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

*电子商务：亚马逊，eBay，阿里巴巴，Shopify

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

*订阅经济：Netflix，Spotify，Disney+，Hulu

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

* SaaS经济：AWS（亚马逊网络服务），Microsoft Azure，Google Cloud，Salesforce，ServiceNow

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

*应用程序经济：Apple，Google Play（Android），Tencent（微信），Meta（Instagram/WhatsApp）

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

*创作者经济：元（Facebook，Instagram），YouTube，Tiktok，Patreon，替代

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

*加密经济：Coinbase，Binance，以太坊，Solana，uniswap，Aave

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

*绿色科技经济：特斯拉，比亚德，里维安，清醒，电荷点，catl（电池）

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

*预测/自动化经济：Google DeepMind，Palantir，Nvidia，Uipath

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

*自治经济：Openai，人类，Grok，DeepSeek，Alibaba，拥抱脸

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:

这些巨头试图预测和捕捉下一个新兴的经济领域，但是由于其规模和战略重点，它们无法覆盖所有利基领域。这为较小，更敏捷的公司创造了机会，这些公司可以快速尝试想法并专注于极端利基市场：

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

*概念：破坏传统的企业协作和知识管理工具（例如Confluence，SharePoint）

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

*困惑：破坏搜索和信息检索空间（例如Google搜索，Wikipedia）

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

*替代：破坏传统出版和媒体行业（例如博客，新闻编辑室，媒介）

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

* Grab/Uber：破坏城市运输和物流（例如出租车，租车，送货服务）

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

* Netflix：破坏有线电视和物理媒体（例如大片，传统广播）

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

* Airbnb：破坏酒店和住宿行业（例如传统酒店，旅行社）

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

*亚马逊：破坏物理零售（例如沃尔玛，当地商店，西尔斯）

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.

当这些破坏者改变行业的运作方式时，它们本身就成为各自领域的新巨人，为未来的新兴玩家再次破坏他们创造了机会。

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.

在自治经济中，AI代理（代理AI）从根本上改变了行业运作的方式。这些代理充当数字劳动力，能够主动完成任务。现在非常普遍的自主AI接口，可以大大减少用户时间投资，同时提高生产率。这种转变使商品和服务更有效，尤其是在人类执行重复任务的行业，因为AI和AI代理可以显着降低成本并提高效率。

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时代，展示AI和AI代理应用程序的最佳孵化平台和分销网络是Y组合器，尤其是在最近的项目批次中。

* Midship: Using AI to scale financial auditing work

*中期：使用AI扩展财务审计工作

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

*杜鹃：为全球销售，营销和支持提供实时AI翻译

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

*节奏：帮助设计师和开发人员合作10倍产品交付速度

* Ascend: AI-based financial statement analysis platform

*上升：基于AI的财务报表分析平台

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).

随着大型语言模型（LLM）的继续提高，AI能力得到了增强，更多的行业被中断，并且越来越多的角色和职责增强或增强了生产力（尚未完全替代）。

Consumer AI in Web3 is Brewing

Web3中的消费者AI正在酿造

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时代，Y Combinator充当主要分销网络，孵化和促进许多高质量的AI初创公司。在Web3空间中，Virtuals通过代理商商业协议（ACP）发挥了相似的作用。 ACP是多个代理商之间商业合作的开放标准，允许这些代理商援引服务，谈判价格，执行任务并提供评估。

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.

这种机制引起了Web3驱动的代理经济，在该经济体中，代理商协作为用户创造了更大的价值。自主对冲基金和自主媒体公司将成为第一个启动这个全新经济体系的实验项目。

Trillion-Dollar Opportunity

万亿美元的机会

As Sequoia stated:

正如红杉所述：

> “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

>“云转型的核心是软件（SaaS）。软件公司正在转换为云服务提供商，创造了3500亿美元的市场机会。由于经济推理，AI转换的核心是服务公司，软件公司将劳动力转换为软件。这意味着可寻求的市场，