agentic AI systems

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 24, 2024 by David Luan · across every show →

Everything said about agentic AI systems, oldest first

Jun 24, 2024 positive
Prediction Not checkable as stated
Luan: AI will not take all jobs, humans will drive agentic systems
“Like, that's not, I don't think this is how this is going to play out. I think the way this is going to play out is, Is that what we're going to have as humans fundamentally be the drivers of these agentic systems that like that, like basically give everybody …”
David Luan Jun 24, 2024 ▶ 41:22 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Apr 3, 2025 bullish
Assertion Supported
Shah: Enterprises established dedicated AI line-item budgets starting in early 2024
“I will say that at the start of 24, we started to see solid numbers inside of budgets for people to deploy AI systems, agentic systems to help their employees to drive business transformation. It wasn't just coming out of a slush fund or you know kind of a one…”
Bhavin Shah Apr 3, 2025 ▶ 46:36 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
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