AI Investment Opportunities and the Evolution of MCP: The Dawn of Consumer AI 🚀

1. The Rise of AI Agents and MCP: The Beginning of a New Era

The prediction that 2025 would be the year of AI Agents is already becoming reality. The market is moving far faster than anticipated, with AI Agents and the MCP (Model Context Protocol) that connects them at the center of it all.

• The Spread of AI Agents CrewAI claims to host 50 million agents on its own platform, and thousands of agents are being shared across various Agent marketplaces.

  "2025 will be the year of AI Agents."

• MCP Standardization Announced by Anthropic in November 2024, MCP has been called the "USB-C of AI," serving as the key backbone connecting AI apps and services. With OpenAI also adopting it, MCP has established itself as an industry standard.

  "MCP will be the catalyst that ignites explosive growth across the AI ecosystem."

2. MCP's Role and Market Shifts

MCP is a protocol for connecting AI apps and services, integrating diverse data sources and workflow automation tools. It opens up new possibilities in both the Consumer AI and Enterprise AI markets.

• The Proliferation of MCP Servers MCP servers span a range of categories including data source access, browser automation, and user tool integration.

  • Examples: Integration with major B2C services like Google Maps, Airbnb, Spotify, and weather data.
  • Connections with user tools such as Slack and Google Drive.
  • New service type possibilities including drone control, Nest, and IoT device management.

    "MCP will bring explosive market expansion comparable to the launch of the mobile App Store."

• The Arrival of Consumer AI While the AI market has traditionally been enterprise-focused, MCP will accelerate the growth of the Consumer AI market.

  "This is the moment that finally sets the stage for the full-scale arrival of the Consumer AI era."

3. The Evolution of Consumer AI and New UX

The combination of MCP and AI Agents will deliver user experiences that go far beyond existing web and mobile UX.

• The Emergence of New UX

  • Replacement of Chat UX: Chatbot-style UX like ChatGPT will gradually be replaced by new forms of interaction.
  • Agentic UX: Personalized agents that anticipate user needs and proactively offer suggestions.
  • Vibe Coding: A new paradigm where users generate "single-use apps" on demand and discard them afterward.

    "You request a service, get the answer, and then the service is discarded. This is the possibility of an entirely new UX."

• Shifts in User Experience For example, if a birthday or travel plan comes up in a family conversation, an agent can proactively make suggestions or recommend personalized results based on that context.

  "Not search, but AI that understands you and suggests first. This is what the new Consumer AI looks like."

4. Threats to Existing B2C Services and New Opportunities

MCP and AI Agents have the potential to fundamentally transform the structure of existing B2C services.

• The Threat to Aggregator Services Booking services like Kayak and Hotels.com could be displaced by new AI apps that access data directly via MCP.

  "The moat built in the existing web/mobile environment may be neutralized in the new agent-based environment."

• The Rise of Agent-to-Agent Transactions MCP will enable transactions between agents, forming a new economic structure.

  • Example: Service delivery through agent-to-agent transactions instead of search advertising.
  • The role of aggregator services diminishes, and new forms of B2C services emerge.

    "Agent-to-agent transactions will fundamentally disrupt existing business models."

5. The End of SaaS and the Commoditization of Software

Advances in AI technology are also bringing significant change to the SaaS (Software as a Service) model.

• Changes to the SaaS Playbook Traditional SaaS growth strategies are no longer viable, and "super-lean AI-native" startups are emerging.

  • Example: Cursor reached $200M ARR in just two years, surpassing the results of traditional SaaS models.

    "SaaS is no longer the SaaS we used to know."

• Disposable Software and Commoditization Software may no longer be a specific product but rather a utility — something you reach for whenever you need it and put down when you don't.

  "Software will become a utility, like a faucet or an electrical outlet — available to use at any time."

6. Conclusion: A Future That Demands Imagination

The combination of MCP and AI Agents is fundamentally transforming existing business models and user experiences. The dawn of the Consumer AI era will bring new opportunities and challenges in equal measure.

"Alongside the evolution of AI technology, the trajectory of Consumer AI apps over the next 3–5 years will look quite different from the UX we see in today's market."

The time has come to exercise our imagination, understand the currents of this change, and seize the new opportunities ahead. 🌟

Key Terms

• MCP (Model Context Protocol): The standard protocol for connecting AI apps and services.
• AI Agent: An automated agent that carries out user requests.
• Consumer AI: AI services oriented around consumers.
• Vibe Coding: A method of generating single-use software on demand.
• Agent-to-Agent Transactions: Data and service exchanges between agents.
• The End of SaaS: The transformation of the existing SaaS model and the emergence of a new economic structure.