AI will replace interfaces, blockchain will define data, AR and AO will become the cornerstones of the new world. The current software world is designed with a human-centered approach, data is encapsulated in company servers, leading to inefficiency and unverifiability. In the AI era, the true user is AI, which does not need UI and language, only data. The future software will have no App, only data, UI will be dynamically generated by AI, Apps will consist of APIs and data sources, and users will only need to express their intentions. However, data sources (such as personal computers, databases, Web2 servers) are untrustworthy, tamperable, and unverifiable. Therefore, a verifiable data layer is needed; blockchain provides immutable, verifiable, and traceable data. Arweave solves the problem of permanent data storage and irretrievability, AO addresses how data is called, computed, and combined by AI. The investment logic lies in the fact that the future value carrier will shift from Apps to data and computation. All data can be freely combined, called, and reconstructed by AI, eliminating product boundaries and platform barriers, with only data combinability remaining. Ultimately, AI will reconstruct the application layer, blockchain will reconstruct the data layer, AR will provide permanently trustworthy data, and AO will provide decentralized computation; the combination of the two will become the operating system of the AI era.
The 3A era is about to arrive.
