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agentic applications

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 22, 2025 by George Sivulka · across every show →

Everything said about agentic applications, oldest first

Jan 22, 2025 bullish
Prediction Not checkable as stated
Sivulka: Agentic AI will generate over 50% of global GDP within decades
“I ultimately, genuinely believe that more than 50% of the GDP will be contributed by what you can call agentic applications in the next few decades, yeah. I actually think it'll happen faster than the next few decades.”
George Sivulka Jan 22, 2025 ▶ 29:57 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Aug 31, 2026 bearish
Insight
Katz: Revenue durability is the single biggest risk for AI applications
“If you were to come down to one, if you were to say this, what's the single biggest risk would be durability of revenue because the switching costs that you and I talked about are very high for infrastructure software. The switching costs can be very low for a…”
Aaron Katz Aug 31, 2026 ▶ 4:12 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
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