Agents have “memories” that allow them to record their experiences performing tasks for their principals. These experiences are unique, which makes them non-fungible. An NFT could represent an agent, and holding this NFT could provide exclusive read/write access to an associated memory slot in a trustless memory layer (functioning effectively as a “license” to these memories).

Our seed investment in Pluralis Research is premised on using crypto ownership to solve the resource problem of foundation AI models.

I've been interested in how AI agents could lead to DAOs 2.0. So Jack, Daniel and I jammed on some specific products we are actively looking to invest in.

Computing platform shifts tend to evolve in couplets or triplets, often featuring new hardware, applications, and distribution innovations that propel one another forward. For example: the PC, the internet, and the web. Mobile, social, and the cloud. We think a new and powerful couplet is emerging at the intersection of crypto(graphy) and AI.

What are agents good at? We debated internally and came up with at least four things: 1) meeting humans where they are; 2) doing work for nudging humans; 3) aggregating and synthesizing information; 4) being entertaining

Data DAOs represent one path to generating new high-quality data sets and overcoming the data wall in AI.

At Variant, we believe the coupling of crypto and AI is fundamental to making AI equitable and user-owned.