AI × Web3: Who will build the infrastructure for this era?
When the technological paradigm truly shifts, we often see the hype first, rather than the system. The wave of AI we are currently experiencing is no different.
As a primary investor, I have always believed that betting on the transformative forces deep within the industry is far more valuable than chasing superficial narratives.
In the past year, I have come into contact with a large number of projects such as RWA, consumer applications, and infoFi. They are undoubtedly all exploring the intersection of the real world and on-chain systems. However, an increasingly obvious trend is that regardless of the path a project takes, it ultimately needs to enter the collaborative logic of AI, utilizing AI to enhance competitiveness and efficiency.
For example, in RWA, we need to consider how to optimize risk control using AI, validate off-chain data, and implement dynamic pricing in the future; similarly, consumer applications or DeFi that urgently require excellent user experience also need AI to accomplish user behavior prediction, strategy generation, incentive distribution, and more.