Recently, there has been significant market volatility in the AI sector, with multiple AI Agent tokens such as VIRTUAL, AI16Z, and ARC experiencing declines of over 10%. This phenomenon has sparked attention and discussion within the industry regarding the emerging AI model DeepSeek.

DeepSeek has quickly become a focal point thanks to its outstanding performance and cost advantages. Its inference capabilities are comparable to ChatGPT, while being more budget-friendly. Its open-source nature has also garnered significant attention from tech giants, including Meta.

However, attributing the pullback of the AI Agent sector solely to DeepSeek may be an oversimplification. In fact, the core competitiveness of AI Agents lies not only in large language models (LLMs) but also in various factors such as decision-making capabilities, interaction design, and tool integration. Taking aixbt as an example, its advantages in prompt design and context management allow it to stand out among its peers.

Some believe that the emergence of DeepSeek may actually promote the development of AI Agents. Through API integration, Agents can easily upgrade and enhance interaction quality. For example, ai16z's Eliza has successfully integrated DeepSeek, significantly improving output effectiveness.

Industry experts hold a positive attitude towards this. The founder of DeGods believes that the new model will not disrupt Agent, but rather accelerate its development. Trader Daniele stated that DeepSeek's low-priced open-source strategy is beneficial for the overall development of the AI industry.

Nevertheless, investors should remain cautious about the fluctuations in the AI sector. In the long run, the competitiveness of AI Agents is more reflected in their unique 'moat' rather than solely relying on the underlying language models.

The rapid development of AI technology is reshaping the industry landscape, bringing new opportunities and challenges for investors. In this ever-changing field, continuous attention to technological innovation and market trends is essential to better grasp future trends.