Yangyi: The next big opportunity for Agents lies in connecting with the physical world

yangyi · x · 2026-09-02

Yangyi argues that internet data is dominated by giants, so opportunities lie in the physical world. Physical context depends on hardware, and agents need tools to access it. He believes Shenzhen's hardware industry—connecting the physical world and generating new data—holds the potential to build the next big company. He cites Sleepagotchi as an example of an agent that aggregates device data to take action.

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