BlockBeats News, April 21st, in the "Decoding Web 4.0: When AI Agent Takes Over On-Chain Governance" roundtable discussion, Box, Developer Relations of Monad Foundation Greater China, discussed the "Agent Moat" topic. He mentioned that the current technical threshold of AI Agents is generally low. The so-called "moat" of AI Agents mainly depends not on the product itself, but more on the founder or team's understanding, control ability, and external influence of AI.He pointed out that currently, many Agent products are essentially quickly assembled based on open-source code and existing tools, drastically shortening the development cycle. The phenomenon of being able to "build a product in a few hours" is not uncommon. However, this also means that the product form is highly replicable. After the intervention of cloud providers or large model manufacturers, they can often replicate or even surpass in a very short time, causing early-stage startup projects to quickly lose their competitive advantage.Box further emphasized that in this environment, the survival logic of Agent projects is changing: on the one hand, they need to stay ahead through high-frequency iteration; on the other hand, they need to expand market influence and user awareness as much as possible, establishing a first-mover advantage before the industry fully matures. He believes that if the product update speed is insufficient and lacks dissemination capabilities, once it attracts the attention of big players and is rapidly replicated, its lifecycle may be significantly shortened or even be directly phased out.
