Publish portable agent state market research

2026-08-22 23:13:07 +08:00
parent 8872404966
commit 0eaf39a222
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+  <title id="title">可移植 Agent 状态市场机会图</title>
+  <desc id="desc">横轴是对协议网络效应的依赖，纵轴是近期付费意愿。兼容迁移和企业治理位于高付费区，第五个新格式与代币网络位于高网络效应、低近期付费区。</desc>
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+  <rect width="1280" height="820" rx="32" fill="url(#bg2)"/>
+  <text x="70" y="70" fill="#0f172a" font-size="32" font-weight="800" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">先卖迁移与治理，再争协议网络效应</text>
+  <text x="70" y="104" fill="#64748b" font-size="18" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">位置是基于公开定价与本次技术审计的判断，不是市场规模预测</text>
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+    <text x="405" y="612" fill="#334155" font-size="18" font-weight="700">对协议网络效应的依赖 →</text>
+    <text transform="translate(-72 385) rotate(-90)" fill="#334155" font-size="18" font-weight="700">近期付费意愿 →</text>
+    <text x="22" y="34" fill="#0891b2" font-size="15" font-weight="700">先做：价值可独立交付</text>
+    <text x="527" y="34" fill="#7c3aed" font-size="15" font-weight="700">再做：需要生态协同</text>
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+      <circle cx="108" cy="120" r="16" fill="#06b6d4"/>
+      <text x="138" y="124" fill="#0f172a" font-size="22" font-weight="800">兼容迁移 + loss report</text>
+      <text x="96" y="158" fill="#475569" font-size="16">CLI、adapter、迁移评估、回滚</text>
+
+      <rect x="610" y="66" width="318" height="124" rx="20" fill="#ffffff" stroke="#8b5cf6" stroke-width="2"/>
+      <circle cx="648" cy="105" r="16" fill="#8b5cf6"/>
+      <text x="678" y="110" fill="#0f172a" font-size="22" font-weight="800">企业治理 gateway</text>
+      <text x="634" y="145" fill="#475569" font-size="16">授权、撤销、审计、合规策略</text>
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+      <text x="344" y="259" fill="#0f172a" font-size="21" font-weight="800">托管同步 / 恢复</text>
+      <text x="302" y="292" fill="#475569" font-size="16">按写入、存储、SLA 收费</text>
+
+      <rect x="642" y="328" width="272" height="106" rx="20" fill="#ffffff" stroke="#f59e0b" stroke-width="2"/>
+      <circle cx="678" cy="364" r="15" fill="#f59e0b"/>
+      <text x="708" y="369" fill="#0f172a" font-size="21" font-weight="800">第五个新格式</text>
+      <text x="666" y="402" fill="#475569" font-size="16">先有生态，后有收入</text>
+
+      <rect x="768" y="450" width="204" height="78" rx="20" fill="#ffffff" stroke="#fb7185" stroke-width="2"/>
+      <text x="798" y="483" fill="#be123c" font-size="20" font-weight="800">代币 / 状态链</text>
+      <text x="798" y="510" fill="#64748b" font-size="14">高监管与冷启动风险</text>
+
+      <rect x="90" y="380" width="264" height="92" rx="20" fill="#ffffff" stroke="#94a3b8"/>
+      <text x="122" y="416" fill="#334155" font-size="20" font-weight="800">单一 memory SDK</text>
+      <text x="122" y="446" fill="#64748b" font-size="15">红海；已有 Mem0/Letta 等</text>
+    </g>
+  </g>
+  <text x="70" y="775" fill="#64748b" font-size="15" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">图 2｜最值得下注的不是“拥有协议名字”，而是成为迁移、兼容与治理的默认实现。</text>
+</svg>