Could this thesis apply to Sui? After looking at the infrastructure Sui is building for AI agents, there is a clear overlap with the direction described in the paper. The key point is that AI agents will need more than just a blockchain to send money. They need infrastructure for payments, permissions, identity, data, and machine-to-machine interactions. This is where Sui becomes interesting. Sui already has several components that fit this model: • Payments: USDC, sponsored transactions, and gasless experiences can simplify machine-to-machine payments. • Agent payments: Sui Agent Payments brings mechanisms such as x402 and MPP on-chain, enabling agents to pay for APIs and services programmatically, with spending limits and scoped permissions. • Data: Walrus can provide persistent storage for agent-generated data and memory, while Sui’s object model allows resources and permissions to be represented in a more granular way. The compute market itself is a different story. AWS, Google, and other providers still control most of the underlying infrastructure. But Sui doesn’t necessarily need to own the compute layer. It could potentially become part of the settlement and coordination layer connecting agents, services, data, and payments. There are still major pieces missing. The paper is blockchain-agnostic, x402 adoption is currently stronger on other networks, and agent identity/KYA will likely require substantial off-chain infrastructure. So I wouldn’t interpret the paper as being about Sui. Rather, I see it as a framework for an emerging AI economy and Sui already has several of the primitives that economy may require. The real question is whether AI agents create meaningful demand for these rails, and which infrastructure becomes the standard. $SUI @SuiNetwork