[Click eStock] "Transition to Autonomous Agents... Kakao's 'Yuri'"

Daol Investment & Securities analyzed on the 9th that the transition to autonomous agents is a significant turning point in artificial intelligence (AI) development.

Kim Hye-young, a researcher at Daol Investment & Securities, explained, "It will fundamentally change the way humans interact with AI systems," adding, "Users can delegate complex tasks and receive completed results instead of continuously directing AI tasks, which can improve productivity and convenience."

She continued, "As of last year, the global AI agent market size was $5.4 billion (7.8 trillion KRW)," and added, "Based on technologies such as machine learning, natural language processing, and deep learning, autonomous AI agents have been actively introduced starting this year." She further predicted, "Although there are shortcomings, it is a service with great potential, and the market size will expand as it becomes commercialized."

She said, "In fact, OpenAI's autonomous agent, Operator, is already commercialized and available for $200 per month," and added, "Monica's Manus in China is currently undergoing a private beta test."

Researcher Kim stated, "Kakao is introducing 'AI Search' while revamping KakaoTalk," expressing expectations that "it could generate new advertising revenue." She also analyzed, "It is advantageous to secure a dominant position in the AI agent market domestically," and added, "If the launch of Kanana is successful, a valuation upgrade could also be achieved."