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Ant Group Research Institute: trustworthy agent actions become the core market friction

AI summary

An essay by Li Zhenhua and Zhang Yun of the Ant Group Research Institute, published by Economic Observer and republished by 36Kr, argues that agents are pushing digitalization from connecting information to organizing action: people set goals, boundaries and key confirmations, while agents gather information, compare options, marshal resources and coordinate communication. The authors say the unit of business shifts from buying goods and services to buying task outcomes, and market structure moves from a stable two-sided marketplace to a dynamic multi-party action network spanning models, data, tools and specialized capabilities. They identify trustworthy agent action as the central market friction and call for ex-ante identity and authorization mechanisms, in-process transaction rules and verification, and ex-post audit and correction, arguing firms will compete less on traffic gateways and more on connections and trust within agent ecosystems.

In-depth insight

The essay frames trustworthy action, rather than information matching, as the central friction of an agent economy, and calls for identity, authorization, verification and audit rules as new market infrastructure.

智能体重构了经济活动的决策权,从以人为中心走向人与智能体的共同参与:人只需要负责提出目标、设定边界和作出关键确认,智能体负责获取信息、比较决策、组织资源和协调沟通。由此市场的功能、结构和边界都将发生变化。

过去20多年,互联网最重要的贡献,是把信息连接起来,实现供需高效匹配。它让消费者更容易找到商品和服务,让企业更高效地触达客户,也催生了一批具有全球影响力的企业。

今天,智能体正在把数字化推向新的阶段,不只是回答问题、进行信息匹配,而是理解人的意图、拆解任务、调用工具、协调资源,组织行动,自主完成任务。

纵观历次技术革命,重大技术突破会催生新的商业模式,也将深远影响市场结构和格局。

进入智能体时代,降低交易成本仍然是市场发展的核心,我们需要思考的是:当价值创造和价值交换的过程从以人为中心走向人与智能体共同参与,市场的结构和格局将发生怎样的变化,核心需要解决的市场摩擦和交易成本又是什么,企业如何找到新的角色定位和价值护城河,技术潜力又将如何转化为经济增量和更加广泛的社会福利。

#Ant Group#Ant Group Research Institute#Economic Observer#36Kr

Original · 14 min readRead the original
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