Animoca's Yat Siu: Agentic AI Will Disrupt $900B Ad Industry, Firm Launches $10M Investment Fund
By
Jamie Redman
Kettled twice. Extra chewy, extra trustworthy.
Summary
Animoca Brands co-founder Yat Siu warns that the $900 billion advertising industry faces disruption as AI agents take over product discovery. He describes agentic AI as the most significant internet shift since blockchain, with productivity gains of 1,000x. Animoca is backing this vision with a $10 million investment program. Siu compares the current state of agentic AI to seed-stage investing in OpenAI or Anthropic five years ago, advising retail investors to build wide investment baskets to capture opportunities in this emerging space.
Key quotes
· 3 pulledThe productivity growth in AI is literally 1,000x.
Agentic AI is the most important shift in the internet since blockchain.
The current state of agentic AI is comparable to seed-stage investing in OpenAI or Anthropic roughly five years ago.
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