RoboStack

Virtuals的AI agent经济体总量（aGDP）超过3亿美元，估计明年会有十倍的增长，超过30亿美元。 看了下Virtuals最近一年的变化，可以看出它已经不再只是AI agent的发射平台，而逐渐向“全链路AI代理的经济基础设施”演化，其核心产品包括了Unicorn+ACP+Butler+Robotics。 Unicorn是主发射框架，试图实现垂直PMF；ACP是生产级经济轨道，支持任务组合、x402跨链微支付、ACP Scan一键雇佣等；Butler升级Gemini 3 Pro，支持x上Agent交互、永续仓位、Pudgy AI视频生成等；Virtuals Robotics是目前其AI Agent经济体增量的最大来源。它聚焦实体AI的数据，例如SeeSaw的APP（IOS）与BitRobot合作，通过用户众包已完成50万+真实世界训练数据任务。

This is your regular reminder that robotics and physical AI are the biggest secular growth trends of the next 10-20 years, maybe even of your entire lifetime. The entire crypto x robotics mcap sits at a laughable sub $1B, even though it’s arguably the only way for anyone outside major institutional circles to gain exposure and place a bet on what could become a multi-trillion dollar industry. Sure, some people might see it as a memetic market. I see it as a massively mispriced opportunity.

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