Taeho Kim
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AI Investment Opportunities and the Evolution of MCP: The Dawn of Consumer AI preview image

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

2025 is shaping up to be the year of AI Agents, with the market moving faster than expected. AI Agents and MCP (Model Context Protocol) are at the center.

  • AI Agent proliferation: CrewAI claims 50 million agents on its platform, with thousands shared across various agent marketplaces.
  • MCP standardization: Announced by Anthropic in November 2024, MCP is called "the USB-C of AI" — a backbone connecting AI apps and services. OpenAI has also adopted it, establishing MCP as an industry standard.

    "MCP will be the catalyst for explosive growth of the AI ecosystem."

2. MCP's Role and Market Transformation

MCP integrates various data sources and workflow automation tools. It opens new possibilities in both Consumer AI and Enterprise AI markets.

  • MCP servers span data source access, browser automation, user tool integration, and IoT device control.

    "MCP could trigger market expansion comparable to the mobile App Store."

3. Consumer AI Evolution and New UX

The combination of MCP and AI Agents will deliver UX beyond current web/mobile paradigms.

  • Chat UX replacement: Chatbot interfaces will evolve into new forms.
  • Agentic UX: Personalized agents that anticipate needs and proactively suggest.
  • Vibe Coding: Users generate disposable apps on demand.

    "Not search, but AI that understands me and suggests first. That's the new Consumer AI."

4. Threats to Existing B2C Services

MCP and AI Agents may fundamentally restructure existing B2C services. Aggregator services like Kayak and Hotels.com could be displaced by AI apps with direct data access. Agent-to-agent transactions will reshape economic structures.

5. The End of SaaS and Software as Utility

Traditional SaaS playbooks are no longer viable. Super-lean AI-native startups are emerging (e.g., Cursor reaching $200M ARR in two years). Software may become a utility — like turning on a faucet.

6. Conclusion: A Future Requiring Imagination

"Consumer AI app evolution over the next 3-5 years will look very different from what we see in today's market."

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