Possible key focus for the third wave:
Segmenting infrastructure, enhancing the tool layer/data layer for agent capabilities, and standalone agents that meet market demands across various tracks.
The first wave is goat act fart
The second wave is ai16z virtual ava swarms
What the third wave is currently remains unknown; it requires some leaders to bring it out, aiming for 1 billion.
The first wave is consolidating at the bottom to absorb positions;
The second wave has some distributing and reabsorbing, while others are still strongly rising, like ava;
Currently, the standalone representative for the third wave seems to be aixbt, but the segmented frameworks and tool/data layers have not yet produced their respective leaders.
