这个周期热炒的赛道,AI、RWA、MEME,去年一直是AI老大,RWA老二,MEEM老三,今年AI已经沦落到老三的位置。 AI技术迭代太快,这几年热点切换很快,从叠算力、叠参数、叠数据到多模态、垂类应用,又到Agent。 单就Agent而言,去年炒过GOAT为代表的Agent个体、Virtual为代表的Agent平台、Eliza为代表的Agent架构,可今年以来基本都进入了去泡沫阶段。 唯一逆势上涨的是ALCH,这个无代码Agent开发平台,筹码积累外加借热点,的确比较容易拉。目测一堆无代码开发工具类的AI产品会陆续到来,再加上MCP相关概念,说不定带来AI第三春。
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