2026-01-17 07:25:27

Major accelerators are betting big on full-stack AI companies now.

The shift is fundamental: these aren't building tools for humans anymore. They're creating agents that replace human work entirely. That's a completely different game.

Here's the thing though—agents can't just run on prompts. They need actual operating environments to function. Real, persistent infrastructure. Think of it like how blockchain needed consensus layers and settlement infrastructure, not just smart contracts.

Once agents start handling real work, persistent desktops and robust operating environments become mission-critical. That's where the infrastructure play emerges.

As margins get tighter in the future, the winners won't be quick tools or point solutions. They'll be AI-native firms with deep infrastructure foundations—the ones that actually built something durable.

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BlockBargainHunter

· 4h ago

Ha, this is exactly what I've been saying all along: infrastructure is the key. On the surface, agents seem popular, but in the end, it's still about foundational development.

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EyeOfTheTokenStorm

· 4h ago

It's another infrastructure narrative... but this time it's truly different. My quantitative model shows that the real alpha is not in the agent itself, but in the underlying operating system layer. Historical data tells us that in 2017, the smart contract war was ultimately dominated by infrastructure solutions, and this time it's likely the same logic. Risk warning: Applications that seem attractive in the short term will be harvested by later infrastructure in the long run.

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airdrop_huntress

· 4h ago

In plain terms, infrastructure is the true moat. Nowadays, anyone can speculate on the concept of agents, but whether they survive depends on who has laid the foundational infrastructure well.

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DAOdreamer

· 4h ago

Hmm... this logic is somewhat similar to the infrastructure narrative we discussed earlier, but truly capable companies that can establish a persistent operating environment are indeed rare.

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PrivateKeyParanoia