There are always people who think that my criticism of web3 AI means I am one-sidedly optimistic about web2 AI. This is not the case. Any content I write about web2, such as DeepSeek, Manus, or MCP, does not represent my stance of "favoring one over the other." From the very first day I advocated for AI + Crypto, I have been thinking about how to innovate in web3 AI, how the narrative should evolve, where the development issues lie, and how to adjust. This has been the case now and will continue to be. The reason is simple:

1) My main focus is on the AI + Crypto field. I have some understanding of the innovative developments in web2, but not enough to see the whole picture, so I refrain from making absolute evaluations. Like most people, I only know that after a series of innovations emerged in web2 AI, web3 AI collapsed. Upon serious research, I found that web2 AI is indeed making steady progress in talent development, innovative thinking, and pragmatism, aligning with market expectations for AI development, and that’s all there is to it.

I have indeed fantasized about how great it would be if such innovations appeared in the web3 AI space. There would be no need to compete head-to-head with web2 teams; finding a differentiated route and creating some web3-specific narratives and technical implementations would be sufficient, at least to honor the previous wave of technology faith holders who bought in at the bottom.

Unfortunately, expectations have repeatedly fallen flat. Watching the prices of those mainstream projects approach zero and seeing both new and old believers cut their losses and leave has made me incredibly angry. Is it really that difficult to keep up with web2 in terms of technological differentiation and innovation, or is it that web3's expertise in narrative hype is also unwelcome?

2) Sitting in the Crypto space, I truly do not have such a grand mission for AI to revolutionize human technology. From the very beginning, I understood that AI presents an opportunity for the internet, and Crypto also needs this opportunity. The true significance of AI + Crypto is to endow Crypto with a new soul through AI, so that we can revitalize the "old narratives" that Crypto once overly hyped and that have since collapsed. We just need to treat AI as a new productivity catalyst.

Based on this premise, whether it is new web2 developers entering the AI space or original web3 developers wanting to innovate through new narratives, they should anchor a common goal: to use web3's tokenomics, decentralization flexibility, and resource advantages to create web3 native narrative innovations.

Web3 enthusiasts must acknowledge that the key to the current emergence of web2 AI agents lies in the "monopoly + scalability" that brings a leap-forward innovative experience to C-end users. This is an advantage that web3 AI agents cannot possess. Attempting to compete head-on is simply not feasible for web3 AI.

However, precisely in some upstream distributed framework layers, in some distributed trust frameworks and incentive network designs that web2 is unwilling to touch, as well as in the design of components for on-chain interaction and communication beyond the agent computation layer, lies the points where web3 should exert its efforts. These are also the points that "future AI" will inevitably encounter at a certain stage of development, and they represent the differentiated advantages of web3 AI.

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