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Animoca’s Yat Siu Cautions $900 billion Ad Industry Runs into Collapse as AI Agents Take Over Discovery
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Animoca Brands co-founder Yat Siu says agentic artificial intelligence (AI) is the most important shift in the internet since blockchain, and his firm is backing it with a fresh $10 million investment program.
Key facts
- Animoca Brands co-founder Yat Siu says agentic artificial intelligence (AI) is the most important shift in the internet since blockchain, and his firm is backing it with a fresh $10 million
- You’re hired because you can manage 10 agents well or 20 agents,” he said
- For retail investors, Siu said broad basket exposure to early-stage agentic AI companies is the most practical path, even if it means holding 50 to 70 positions
- Advertising is an almost $900 billion industry a year, which is all about discovery, and it will completely be flipped upside down,” Siu said
Summary
Animoca Brands launched a $10M fund targeting early-stage agentic AI, calling the sector as early as OpenAI circa 2020. Yat Siu says the $900B advertising industry will shift to AI agents, routing discovery value to blockchain networks. Siu projects 1,000x productivity gains and advises retail investors to build wide baskets across 50 to 70 AI companies. Speaking in Miami on The David Lin Report with David Lin and Bonnie Blockchain, Siu described the current state of agentic AI as comparable to seed-stage investing in OpenAI or Anthropic roughly five years ago.