agent

also referred to as: agents

29 statements across 23 episodes · 15 bullish · 8 bearish · 19 people on the record · first statement Jun 24, 2024 by David Luan · across every show →

Everything said about agent, oldest first

Jun 24, 2024 neutral
Insight
Luan: Hallucinations help chatbots but destroy AI agent reliability
“Having hallucinations in chatbots and in, like, image generators is, like, a really good thing, right? Because it gives you like, a starter tool for, like, getting to, like, solve the blank page problem, right? Like, and, like, gives you, like, little bits of …”
David Luan Jun 24, 2024 ▶ 15:33 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Jun 24, 2024 bullish
Prediction Not checkable as stated
Luan: AI agents in five years will function like brain-computer interfaces
“Agents in five years time, I mean it's kind of gonna be, like, a non-invasive, like, brain-computer interface, basically. I think that's what an agent will be. Like, all of us are gonna be up-leveled. We're going to, you know, it's gonna feel like the same tra…”
David Luan Jun 24, 2024 ▶ 55:27 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Jun 24, 2024 bullish
Opinion
Luan: Addressable Work for AI Agents Is 1,000x to 10,000x Greater Than RPA
“What's the percentage of work done today that's addressable by agents? It's like, A thousand X that maybe? 10,000 X that? I don't know. Something in that order of magnitude.”
David Luan Jun 24, 2024 ▶ 57:34 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Jun 24, 2024 neutral
Opinion
Luan: Chatbots and AI Agents Are Becoming Distinct Technology Species
“I kind of think that chat bots like chat GPT and stuff and agents are kind of becoming different species of technology a little bit, right? Like I think they'll be useful in very different ways and what they need to be used for super different, right?”
David Luan Jun 24, 2024 ▶ 15:11 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Dec 18, 2024 neutral
Insight
Dines: RPA Bots Are Low-Skilled Workers, AI Agents High-Skilled Workers
“Think about as a metaphor, like, robots are more like low-skilled employees, while agents are high-skilled employees. But you manage them within the same platform.”
Daniel Dines Dec 18, 2024 ▶ 14:33 Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
Feb 24, 2025 negative
Opinion
Morin: AI agents and reasoning will disrupt Nvidia's chip dominance
“Ultimately, the two things that could really, very much shake the industry, the chip industry, in my opinion, is our agents and reasoning.”
Steeve Morin Feb 24, 2025 ▶ 8:23 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Mar 10, 2025 negative
Prediction Open · timeframe Mar 2030
A Major Enterprise Will Suffer a Damaging AI Agent Failure
“In fact, likely that some big enterprise is going to deploy an agent and the agent's going to do something really bad”
Jake Saper Mar 10, 2025 ▶ 1:03:17 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 14, 2025 bearish
Prediction Not checkable as stated
Biilmann: AI agents are 15-20 years away from maintaining complex software infrastructure
“And then you could speculate, can the agents maintain it? But I think. I think that, that then we are definitely in a 15, 20 year horizon before, before they could be relied on for anything like that.”
Matt Biilmann Mar 14, 2025 ▶ 15:52 20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify
Mar 31, 2025 positive
Prediction Not checkable as stated
Scott: Future AI user interfaces will consist of many specialized agents
“The user interface that surfaces, those capabilities will probably be agents. And, you know, product managers, like I don't all don't believe in this, like one agent. For everything sort of theory. I think you'll have a lot of agents.”
Kevin Scott Mar 31, 2025 ▶ 22:32 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
Jul 24, 2025 negative
Opinion
Lemkin: AI agents cannot be trusted with production systems or data
“Agents cannot be trusted, and everyone in the industry knows this, and I didn't get it until this weekend. You cannot trust in it, and every single person will tell you can't trust it.”
Jason Lemkin Jul 24, 2025 ▶ 5:48 How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
Aug 18, 2025 positive
Insight
Osika: AI startups must build broad UX flywheels before launching autonomous agents
“In the context of lovable I thought we should be building an agent Before, like, the models were ready for it, and because the models were starting to get optimized for an agentic system, and what I realized is that, no, no, no, you need to have a product that…”
Anton Osika Aug 18, 2025 ▶ 1:09:51 Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
Sep 1, 2025 bearish
Prediction Open · timeframe Sep 2026
Stebbings: AI agents will replace junior marketers and SDRs within 12 months
“Most 25, twenty-six-year-old marketing managers or SDRs, I'm sorry to say it, they're not brilliant. They do not love the craft. They are not better than a phenomenal agent will be in the next 12 months. They will be replaced.”
Harry Stebbings Sep 1, 2025 ▶ 25:53 Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
Nov 20, 2025 bullish
Prediction Not checkable as stated
Lemkin: US AI Agent Population Will Soon Exceed Humans
“There'll be more agents in this country than humans soon enough.”
Jason Lemkin Nov 20, 2025 ▶ 49:45 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
Feb 28, 2026 bullish
Prediction Not checkable as stated
Jerry Murdock: AI agents will replace humans as primary software buyers
“Software is going to be purchased or used by agents. And what's going to happen is an agent, an autonomous agent becomes an employee. You give it credentials, you give it identity, and then it's up to the agent to make the decision. You will review them like a…”
Jerry Murdock Feb 28, 2026 ▶ 20:48 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Mar 9, 2026 bullish
Assertion Supported
Clements: Cursor has 2x more agent users than tab autocomplete users
“There are two times more people using agents in cursor than using the tab feature.”
Miles Clements Mar 9, 2026 ▶ 4:57 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Apr 9, 2026 bullish
Assertion Supported
Jason Lemkin: AI Agents Now Create More Databases Than Humans
“Database is a world where already the agents are creating more databases than humans. We've already crossed that line”
Jason Lemkin Apr 9, 2026 ▶ 1:05:07 OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
Apr 20, 2026 bullish
Prediction Not checkable as stated
Levie: A lot of money will be made in agentic security
“I think, you know, for better or worse, agents are the solution to the problem that agents have caused. And that's why there's going to be a lot of money made in agentic security as well.”
Aaron Levie Apr 20, 2026 ▶ 21:01 Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
Apr 30, 2026 positive
Prediction Not checkable as stated
Lemkin: AI agents will choose software vendors and models
“More and more the agent is going to choose what models and just what vendors we use.”
Jason Lemkin Apr 30, 2026 ▶ 3:51 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
Jun 1, 2026 positive
Insight
Foody: All knowledge work is converging on training AI agents
“All knowledge work is converging on training agents because it is structurally more efficient to do something once.”
Brendan Foody Jun 1, 2026 ▶ 15:40 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
Jun 1, 2026 bullish
Prediction Not checkable as stated
Foody: Training AI agents will become a massive new job category
“One of the largest things that people underestimate both in the context of AI labs as well as within the enterprise is how significant of a job category it is going to be to train agents.”
Brendan Foody Jun 1, 2026 ▶ 15:27 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
Jun 4, 2026 bearish
Prediction Open · timeframe Jun 2029
Rory O'Driscoll: AI will not cause mass white-collar unemployment in 3 years
“And we've grown to accept that, that, you know, we're all here in the Valley with a plan. To automate white collar work such that there's going to be mass unemployment, according to these folks who are totally wrong, in my opinion, in three years, and all the …”
Rory O'Driscoll Jun 4, 2026 ▶ 1:36:49 Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
Jun 15, 2026 neutral
Prediction Not checkable as stated
AI agents will disrupt objective commerce, subjective buying stays ad-based
“The advertising model around like travel or shopping or like fashion are not getting disrupted by agents because the judgment is not objective. Any, anything where the judgment is objective, the transaction is based on objective judgment, that's going to get d…”
Aravind Srinivas Jun 15, 2026 ▶ 1:07:18 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Insight
AI agent execution runs on CPUs, benefiting Intel and AMD
“Agent loops, agent harnesses are all running on CPUs. The tokens are produced by the frontier models on GPUs, but whatever work, like, let's say like Claude generates a coding script that decides to download 500 files from different websites and then You know,…”
Aravind Srinivas Jun 15, 2026 ▶ 39:13 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jul 6, 2026 neutral
Prediction Not checkable as stated
Mignano: AI agents will make engineering teams smaller and higher caliber
“I do think engineering organizations are going to evolve. I don't know exactly what it looks like yet, but I think you will increasingly have probably somewhat smaller teams of higher caliber and higher quality engineers, because I think a lot of the lower lev…”
Mike Mignano Jul 6, 2026 ▶ 24:49 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Jul 18, 2026 bearish
Prediction Not checkable as stated
Big Insurers Will Take 10 Years To Adopt AI Due To Inertia
“I think some of the biggest insurers will struggle. They will not be able to keep up from a margin standpoint with where we can get to with agents. I think some of them do have Technical expertise. It's more operational and kind of people ops. If you've built …”
Fred Turner Jul 18, 2026 ▶ 49:16 We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
Aug 14, 2026 bullish
Prediction Not checkable as stated
Swulinski predicts AI agents will execute 80% of company work in three years
“I think in three years, companies will essentially be, like, board of directors, where 20% of the work is the strategy and the thinking, And then agents just do 80% of the execution, right?”
Matt Swulinski Aug 14, 2026 ▶ 1:04:14 How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
Sep 3, 2026 bullish
Prediction Not checkable as stated
Lemkin: AI Agents Will Consume 10x–100x More GTM Usage Than Humans
“It turns out when agents can run these GTM motions, they will consume 10 to a hundred times more usage than humans ever could. They can run GTM around the clock.”
Jason Lemkin Sep 3, 2026 ▶ 1:08:29 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
Sep 3, 2026 bearish
Prediction Not checkable as stated
AI Agents Will Hack Everyone by Reducing Attack Costs to Zero
“Everyone's going to get hacked because of agents, right? Because the cost of hacking has become almost zero and every surface is going to be attacked.”
Jason Lemkin Sep 3, 2026 ▶ 17:02 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
Sep 5, 2026
Disclosure
Weitzman: Speechify engineers concurrently run 5 to 18 autonomous coding agents
“Our engineers, really what I'm looking for is 10 really good decisions per day, which is very tiring, not like optimizing the random parts of the code. And each one has like, you know, five to 18 agents running at any point in time, doing long horizon tasks on…”
Cliff Weitzman Sep 5, 2026 ▶ 18:51 How to Build Your Own Data Center & Why Every Startup Should Do It
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