AI Trends from Consensus HK
• AI projects are shifting from building conversational agents sharing insights to utility-focused agents.
• Many are finding their verticals—trading, prediction markets, and heavy DeFAI (LP'ing/lending & borrowing) are among the top verticals.
• Prediction markets, particularly autonomous betting agents, are gaining traction, as seen from the success of
@AskBillyBets.
• Integrating Machine Learning models is one of the best ways to add utility to agents and expand capabilities beyond LLM chatbots.
@AlloraNetwork is leading this space as the TAO for ML models in financial use cases.
• Decentralized AI infrastructure is a major topic of discussion—focusing on data ownership, compute & inference verifiability, and confidentiality. Users are taking powerful models with PMF, further training them, and running them locally—essentially owning their alpha/edge.
• The evolution of existing agents by equipping them with new skills will be a key trend—new utilities (Allora models, Bittensor SN models, etc.), new 3D avatars, voice, knowledge bases, and more. Teams that can evolve their agents quickly will see the best recovery once the market picks up.
It's great to see everyone taking an interest in AI, regardless of their sector. Builder sentiment feels drastically different from CT sentiment.
Price is down, but builders' spirits stay up.
(Personal note: Can anyone recommend a few good, authentic HK restaurants? Food's been quite bland these past few days—only saving grace has been the bakeries, especially the egg tarts lol.)