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Personal AI Agents: The Next Trillion-Dollar Entry Point, But Barriers Lie in the 'Data Flywheel'

Bili GeBili GeJul 192026/07/19 55 views

If you compare the entry point of the mobile internet era to the "App Store," the entry point of the AI era is likely to be the "personal agent." Kevin Kelly said at WAIC that "future personal agents will know you better than you know yourself." It sounds like a prophecy, but to me—a PE investor focused on hard tech and new energy—it looks more like a core assumption in a valuation model: whoever monopolizes this data loop of "knowing you better than you know yourself" will secure the scarcest asset of the next era: users' true intent across their entire lifecycle.

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