Author: 0xJeff

Compiler: Deep Tide TechFlow

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

• Industrial Revolution ➔ Manufacturing Economy

• Personal Computer ➔ Software Economy

• Internet ➔ E-commerce Economy

• Streaming Media ➔ Subscription Economy

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

• iPhone ➔ App Economy

• Social Media ➔ Creator Economy

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

• Electric Vehicles➔ Clean/Green Technology Economy

• Artificial Intelligence/Machine Learning (AI/ML, Pre-trained Large Language Models) ➔ Predictive/Automated Economy

• Large Language Models (LLMs) ➔ Autonomous Economy

Rise of the Giants

In these technological transformations, some giant companies always emerge, controlling a large portion of the market in the new economy:

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

• Software Economy: Microsoft, IBM, Oracle, Adobe

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

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

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

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

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

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

• Green Technology Economy: Tesla, BYD, Rivian, Lucid, ChargePoint, CATL (batteries)

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

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

Disruptors' Entry Points

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

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

• Perplexity: Disrupting the search and information retrieval field (like Google Search, Wikipedia)

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

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

• Netflix: Disrupting cable television and physical media (like Blockbuster, traditional broadcasting)

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

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

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

Autonomous Economy

In the autonomous economy, AI agents (Agentic AI) fundamentally change the way industries operate. These AI 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.

In the Web2 era, the best incubation platform and distribution network for showcasing AI and AI agent applications was @ycombinator, particularly prominent in recent batches of projects.

• Midship: Using AI to scale financial auditing work

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

• Tempo: Helping designers and developers collaborate for 10x faster product delivery

• Ascend: AI-based financial statement analysis platform

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 enhanced or augmented in productivity (not yet fully replaced).

Consumer AI in Web3 is Brewing

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_io is playing a similar role through the Agent Commerce Protocol (ACP). ACP is an open standard for commercial collaboration between multiple agents (AI agents), allowing these agents to call services, negotiate prices, execute tasks, provide evaluations, and more.

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 of ACP, launching this entirely new economic system.

Trillion-Dollar Opportunity

As @sequoia stated:

“The core of cloud transformation is Software as a Service (SaaS). Software companies are transforming into cloud service providers, creating a market opportunity worth $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 is no longer the software market, but the service market worth trillions of dollars.”

Now, imagine the AI agent economy driven by Web3 capturing just a small portion of this approximately $10 trillion service market through crypto-native use cases (like trading, yield farming, i.e., crypto investments) and leveraging token incentives for accelerated growth; it will be a massive opportunity.

Source: Sequoia

Distribution Layer = Key to Victory

In the transition to the Agentic Economy, the distribution network/coordinating layer will become the biggest beneficiary. This is because crypto tokens become the core of the Web3 AI monetization model: users need to stake, burn, or hold tokens to access core agent products or use cases; tokens serve as the core currency for paying for computational resources and/or service fees.

This demand for tokens, along with the natural alignment of incentives between long-term supporters of projects and the projects themselves, means there will always be trading volume to capture, whether on decentralized exchanges (DEX) or on a token launch platform. The distribution layer that can coordinate the autonomous economy and capture this trading volume will become a top player in this field, capturing a significant portion of the approximately $10 trillion market.

Welcome to the dawn of the Web3 Autonomous Economy. The future is here, bold and free—this is the era of the autonomous rise of Web3.

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