AI agent

also referred to as: ai agents

117 statements across 79 episodes · 66 bullish · 22 bearish · 57 people on the record · first statement Mar 3, 2017 by Dennis Mortensen · across every show →

Everything said about AI agent, oldest first

Mar 3, 2017 bullish
Prediction Not checkable as stated
Mortensen: Future AI agents will operate on existing enterprise protocols
“These agents, and I'm so bullish on this future of agents, will be so lightweight that they would probably exist on existing protocols.”
Dennis Mortensen Mar 3, 2017 ▶ 16:56 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
Oct 6, 2023 bearish
Assertion Not checkable as stated
Rauch: Unsupervised AI agent products have yielded few success stories
“When it gets into the realm of authoritative, like agents, like I'm just going to let an agent go into the world and act on my behalf. Without supervision, we haven't seen a lot of products that are successful in that space.”
Guillermo Rauch Oct 6, 2023 ▶ 50:25 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Dec 20, 2023 negative
Insight
Cohen: Monolithic AI agents are wrong; systems require multiple specialized agents
“Building one agent to rule them all is not the right design. You want to have multiple types of agents.”
Tomer Cohen Dec 20, 2023 ▶ 13:30 Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
May 22, 2024 positive
Insight
Aaron Levie: AI agents will lower startup barriers like AWS and Stripe
“If Shopify caused businesses to get started because it lowered the barrier to being able to sell online, if AWS caused applications to get started because I was like, oh, I could just build an app and run it in the cloud. I don't have to think about servers an…”
Aaron Levie May 22, 2024 ▶ 43:51 Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
May 22, 2024 bullish
Prediction Not checkable as stated
Levie: AI agents will act as enterprise autopilots, not co-pilots
“When you think about now an organization that has, you know, effectively AI agents that augment the labor or the people in the organization, they're not co-pilots. They're literally autopilots that are going out and doing work for you. That's a, you know, Pret…”
Aaron Levie May 22, 2024 ▶ 13:04 Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
Jun 19, 2024 bullish
Prediction Not checkable as stated
Eisenberg: Users will rely on AI agents over direct publisher websites
“As you kind of play this forward, you're going to see a whole series of agents. Like I'm not going to go to the New York times.com to read it. I'm going to go to my AI screen and say, fetch me the articles that interest me from the New York times today.”
Michael Eisenberg Jun 19, 2024 ▶ 7:06 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Jun 24, 2024
Insight
Luan: Reliable AI agents require full integration from UI to model
“I do think that in the agent space, it's extremely important that you own the entire stack from what is the end user interface. I think like we were talking about the Apple example earlier, owning the interface gives you tremendous leverage in this era of AI t…”
David Luan Jun 24, 2024 ▶ 34:07 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Jul 1, 2024 bullish
Prediction Not checkable as stated
Matt Clifford: Highly Capable AI Agents Will Emerge Within Five Years
“I think we'll get really good agents in the next five years.”
Matt Clifford Jul 1, 2024 ▶ 27:13 Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
Aug 19, 2024 negative
Insight
Aidan Gomez: AI agent developers are disadvantaged without owning model architecture
“If you're not able to actually transform the model to be better at the thing that you care about, if you're not the one building the model, if you're just a consumer of the model you're structurally disadvantaged to build that product.”
Aidan Gomez Aug 19, 2024 ▶ 45:12 Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
Oct 2, 2024 bullish
Assertion Supported
Taylor: Sierra customers already use AI agents for sales and churn management
“Our customers already are using it for revenue generation, sales subscription churn management for subscription services, things like that.”
Bret Taylor Oct 2, 2024 ▶ 59:29 Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
Oct 2, 2024 neutral
Insight
Taylor: AI agents face a fundamental trade-off between agency and corporate control
“The more you give an agency, the more it will have empathy and feel delightful, but the less control you'll have over it.”
Bret Taylor Oct 2, 2024 ▶ 1:00:17 Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
Oct 2, 2024 bullish
Prediction Didn’t hold up
Taylor: Having an AI agent will be essential by 2025
“We like to say like in 1995, the way you existed digitally as a business to have a website in 20, 25, the way you will exist digitally is to have an AI agent.”
Bret Taylor Oct 2, 2024 ▶ 48:10 Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
Oct 11, 2024 positive
Assertion Contradicted
McCabe: Intercom was first to launch an AI support agent
“You know, we built, we were the first to come out with an AI agent that would do customer support for you, like actual conversations with customers and closing tickets.”
Eoghan McCabe Oct 11, 2024 ▶ 2:34 Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
Oct 11, 2024 bullish
Prediction Not checkable as stated
McCabe: AI agents will be cheaper and better than human workers
“These AI agents will be way cheaper than humans while they're also better.”
Eoghan McCabe Oct 11, 2024 ▶ 11:29 Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
Nov 4, 2024
Insight
Altman defines an AI agent as an autonomous long-duration task executor
“This is like my off the cuff answer. It's not well-considered, but something that I can give a Long duration tasks to, and provide minimal supervision during execution for.”
Sam Altman Nov 4, 2024 ▶ 9:45 Sam Altman: What Startups Will be Steamrolled by OpenAI & Where is Opportunity | E1223 · 20VC with Harry Stebbings
Nov 4, 2024 positive
Insight
Altman: The most impactful AI agents will function like senior co-workers
“The category I think though is more interesting is not the one that people normally talk about where you have this thing calling restaurants for you, but something that's more like a really smart senior co-worker. Where you can, like, collaborate on a project …”
Sam Altman Nov 4, 2024 ▶ 11:24 Sam Altman: What Startups Will be Steamrolled by OpenAI & Where is Opportunity | E1223 · 20VC with Harry Stebbings
Nov 29, 2024 bearish
Opinion
Podjarny: Replicating SaaS businesses via AI agents is silly
“To think that you can just replicate a SaaS business because you can tell an agent what it would do, I think is I think is silly.”
Guy Podjarny Nov 29, 2024 ▶ 13:59 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Dec 4, 2024 bullish
Prediction Open · timeframe Dec 2029
Arison: AI agents dating each other to pre-screen matches will happen
“Yeah, I said that six months before she did, so I think it's totally gonna happen.”
George Arison Dec 4, 2024 ▶ 15:08 George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234 · 20VC with Harry Stebbings
Dec 18, 2024 negative
Opinion
Dines: LLM-based AI agents act like 'idiot savants' with unpredictable reliability
“Not because we are scared, because they are like idiot savants. Sometimes they can be extremely smart, sometimes they can be extremely dumb. And you have no idea right now how to distinguish between these two scenarios.”
Daniel Dines Dec 18, 2024 ▶ 17:54 Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
Dec 18, 2024 neutral
Prediction Not checkable as stated
Dines: Enterprise AI agents will recommend, not act directly without human validation
“Agents will make recommendations. Agents are not gonna take actions directly. There will be a progression from agents making recommendations, going to a human user for validating, and then calling an action.”
Daniel Dines Dec 18, 2024 ▶ 17:29 Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
Dec 18, 2024 bullish
Prediction Not checkable as stated
Dines: Human validation of AI will focus only on complex edge cases
“These validations will be actually mostly on the difficult cases in, in the longer term.”
Daniel Dines Dec 18, 2024 ▶ 30:27 Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
Jan 22, 2025
Insight
Sivulka: Capable AI agents turn user interface into a management problem
“The better agents are, the more work that they do, the more important it will be that they are easily understood by humans. The idea would be, okay, let's say we have a bunch of employees, 10,000 employees, or 10,000 AI agents drop at a company. They're all ex…”
George Sivulka Jan 22, 2025 ▶ 50:35 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Feb 12, 2025 neutral
Insight
Good product UX is often more efficient than AI agents
“So in a lot of ways, UX having a very, very good product is more efficient than AI, but there are also a lot of use cases where AI is good.”
Fabien Pinckaers Feb 12, 2025 ▶ 57:05 Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
Mar 14, 2025 bearish
Prediction Not checkable as stated
Biilmann: AI agents will likely reduce Salesforce to a system of record
“But they definitely feel it very strongly as like the biggest threat to them to be reduced to that system of record and not the actual like workflow platform. And I think that's pretty likely what would happen, right?”
Matt Biilmann Mar 14, 2025 ▶ 9:21 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: AI agent memory will improve significantly over the next year
“I think one of the things is going to happen because I know lots of people are working on it right now is memory is going to get a lot better over the next year or so, which means that as you're using an agent, like, and it remembers more and more about your p…”
Kevin Scott Mar 31, 2025 ▶ 26:08 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
Mar 31, 2025 positive
Prediction Not checkable as stated
Scott: AI agents will become less transactional and session-oriented
“The agents, they will definitely be less transactional, less session-oriented going forward.”
Kevin Scott Mar 31, 2025 ▶ 0:25 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
Mar 31, 2025 positive
Prediction Not checkable as stated
Scott: AI agents will execute tasks asynchronously within the next year
“I think there's going to be more over the next year of you sort of dispatching your agent to go do something and it like goes and works while you are not paying attention to it.”
Kevin Scott Mar 31, 2025 ▶ 27:17 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
Apr 4, 2025
Insight
Mukherjee: AI agents match data providers on company data, not contact data
“There's a split, like, company data is free game. Company data is public. Agents are, like, pretty much at par. Contact data is where the divergence happens.”
Ishan Mukherjee Apr 4, 2025 ▶ 46:05 20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
Apr 11, 2025 positive
Insight
Nayak: Consumers Trust Humans Using AI, Not Standalone AI Agents
“Ultimately, I think the humans don't just always trust AI. They trust other humans using AI. I think, again, depending on the domain, the right thing is more likely that the agent partners with the producer of the work to deliver for the consumer.”
Aatish Nayak Apr 11, 2025 ▶ 52:31 20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
Apr 14, 2025 bullish
Insight
Lazarte: AI agent UI shifts allow startups to rebuild incumbent businesses
“Whenever you have a shift, like, a UI shift of this magnitude, a lot of the businesses, like, they don't adapt, and so I think there's an opportunity to recreate a lot of the successful business of today in an agent format.”
Victor Lazarte Apr 14, 2025 ▶ 8:13 Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
Jun 2, 2025 bullish
Prediction Held up
Mohan: AI agents will gain full stack data access to automate system design
“These agents are going to get access to all of this data and all of this data, your browser data, all of this stuff. And I think what's going to be possible is debugging very complex tasks. Designing systems is going to be something that these agents are going…”
Varun Mohan Jun 2, 2025 ▶ 45:27 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Jun 2, 2025 negative
Insight
Varun Mohan: AI agents aren't ready to autonomously write to databases at scale
“I don't think agents are good enough today. That you can kind of just let them operate on top of a database and write to the database, automatically write to the database without human supervision for some arbitrary workflow, right? Right now we're still in th…”
Varun Mohan Jun 2, 2025 ▶ 42:34 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Jun 2, 2025 bullish
Prediction Not checkable as stated
Mohan: AI agents will be trusted to write to internal databases within six months
“They're really good at reading systems at scale, but people don't trust them to make rights to systems, to internal databases at scale. That will probably change in six months, right?”
Varun Mohan Jun 2, 2025 ▶ 44:11 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Jul 11, 2025 bullish
Prediction Held up
Flanagan: AI agents will be priced against human labor costs
“Yes. I think we're going to price agents against human labor costs, outcomes.”
Kieran Flanagan Jul 11, 2025 ▶ 15:16 20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
Jul 18, 2025 bullish
Prediction Not checkable as stated
Wu: AI agents will match IDE familiarity within six to 12 months
“I think you fast forward six to 12 months from now, and I think people will be familiar with agents to the same level that, that they're familiar with IDEs today.”
Scott Wu Jul 18, 2025 ▶ 26:42 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Aug 21, 2025 positive
Disclosure
Lemkin: SaaStr replaced five human employees with 10 AI agents
“We have 10 AI agents at our little team that have replaced five humans and it's going to go up.”
Jason Lemkin Aug 21, 2025 ▶ 1:13:04 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
Aug 28, 2025 neutral
Disclosure
Lemkin: His organization spends $500K on 11 AI agents vs $12K on Salesforce
“So we're paying 10 grand, 12 grand a month, 12 grand a year for Salesforce. Nominally, nominally, nominally, we're paying 500,000 dollars for 11 AI agents.”
Jason Lemkin Aug 28, 2025 ▶ 40:35 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
Sep 5, 2025 bullish
Insight
Alex Schultz: Building for fully agentic AI yields a huge market opportunity
“If you're skating to a puck of, like, AI agents with full agentic behavior, even controlling computers, making full purchase decisions for consumers, that's a huge tam. If you play for where we are today, tiny tam. And also, probably you'll get steamrolled.”
Alex Schultz Sep 5, 2025 ▶ 50:52 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
Sep 12, 2025 bullish
Prediction Open · timeframe Sep 2027
Bendov: AI agents will automate manual CRM work within two years
“Absolutely. Like, I mean, who wants to fill in forms or flip the web pages? This is like people punching cards in the seventies. There's no doubt in a couple of years at most, and I used to say like in 10 years, right? Now I say like in one to two years, nobod…”
Amit Bendov Sep 12, 2025 ▶ 6:49 20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
Sep 22, 2025 bearish
Prediction Not checkable as stated
Taneja: AI risks hollowing out the service sector over ten years
“Imagine if every nurse and every lawyer and every accountant that works in London becomes a AI agent of some company in the United States in the next 10 years. You're going to hollow out a lot of your labor productivity and give it to a U S company or a Chines…”
Hemant Taneja Sep 22, 2025 ▶ 18:31 General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
Oct 2, 2025 positive
Disclosure
Lemkin: SaaStr team replaced 11 human employees with AI agents
“I live it that we've replaced 11 people on our team with AI agents.”
Jason Lemkin Oct 2, 2025 ▶ 29:50 Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
Oct 13, 2025 negative
Prediction Not checkable as stated
Cannon-Brookes: Specialized apps won't be replaced by a single AI agent
“I don't think we know in the AI era if all those apps just disappear into some godlike Siri agent that we just talked to. I, I'm not a believer in that world view. I don't think it's likely to happen. I do think AI is going to have to change all of those appli…”
Mike Cannon-Brookes Oct 13, 2025 ▶ 22:51 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 16, 2025 positive
Assertion Partly supported
Lemkin: AI Agents Replaced Almost All SaaStr Sales and Content Teams
“I Vibe Coded eight apps in a hundred days, and we have 12 AI agents working at Sastra now. Replaced all, almost all of our sales team and our whole content team.”
Jason Lemkin Oct 16, 2025 ▶ 36:56 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
Oct 17, 2025 bearish
Prediction Open · timeframe Oct 2030
Lloyd: Engineering teams will shrink to fewer senior engineers managing agents
“I think we're gonna have less. I think we're gonna have fewer, more senior engineers who are managing the work of a lot of agents.”
Zach Lloyd Oct 17, 2025 ▶ 19:44 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
Nov 3, 2025 neutral
Insight
Pineau: Impersonation is the AI agent parallel to LLM hallucinations
“In terms of agents, you know, we worry a lot about hallucinations in LLMs. The parallel in agents is impersonation.”
Joelle Pineau Nov 3, 2025 ▶ 23:04 Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
Nov 3, 2025
Assertion Not checkable as stated
Pineau: AI agents are opening an unmapped new frontier in security
“With respect to AI security, I think there's a new front that's opening up with the development of agents, and frankly, there's a lot we don't know yet in terms of the vulnerability of these systems.”
Joelle Pineau Nov 3, 2025 ▶ 22:04 Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
Nov 6, 2025 bullish
Assertion Not checkable as stated
O'Driscoll: Companies can replace $40k employees with $10k AI agents
“There are areas where right here, right now, you can replace a 40,000 dollar worker with a 10,000 dollar a year agent and be better off.”
Rory O'Driscoll Nov 6, 2025 ▶ 1:03:25 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
Nov 13, 2025 positive
Prediction Not checkable as stated
Lemkin: AI in 2026 Will Join Human Teams, Not Replace Them
“Next year is AI as part of your team, not replacing folks or layoffs. It is literally embedded in your team.”
Jason Lemkin Nov 13, 2025 ▶ 21:50 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Nov 17, 2025 positive
Opinion
Andrew Ng: Useful AI agentic workflows exist today, disagreeing with Andrej Karpathy
“I disagree with that. I think we're seeing useful agentic workflows right now.”
Andrew Ng Nov 17, 2025 ▶ 36:32 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 20, 2025 positive
Disclosure
Lemkin: SaaStr now runs 12 AI agents, outnumbering its human staff
“We essentially have 12 AI agents running now at Sastra more than humans. Okay. And we have five sort of SDR BDRs running.”
Jason Lemkin Nov 20, 2025 ▶ 28:14 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
Nov 24, 2025 bullish
Prediction Not checkable as stated
Shlomo: 95% to 100% of code will be AI-written in two years
“95%. Or a hundred percent, for sure. It's like, ah, you'll be prompting agents.”
Maor Shlomo Nov 24, 2025 ▶ 1:05:25 Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
Dec 1, 2025
Assertion Not checkable as stated
Siddharth: Reinforcement learning is the dominant paradigm for training AI agents
“Today, the dominant paradigm is reinforcement learning.”
Jonathan Siddharth Dec 1, 2025 ▶ 5:14 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Dec 4, 2025 bullish
Prediction Not checkable as stated
Lemkin: AI Security Concerns Will Benefit Incumbent Enterprise Platforms
“I think security is going to benefit the incumbents. I think we're going to be worried that our agents are depositing our data in a hundred different places”
Jason Lemkin Dec 4, 2025 ▶ 16:37 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Dec 18, 2025 neutral
Insight
O'Driscoll: SaaS silos existed because human roles were siloed
“On a lot of these processes, the reason you have these separate siloed companies is the humans were siloed. There was a sales person and a marketing person, but if the AI is doing everything, let's just take the customer journey. You can have a single AI agent…”
Rory O'Driscoll Dec 18, 2025 ▶ 38:10 Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
Dec 31, 2025 negative
Assertion Contradicted
Fitzpatrick: AWS report shows 70% of AI agents are traditional automation scripts
“There was actually a report AWS came out with today, it's interesting, that like, 70% of agents are actually not even, ah, AI agents, as you think of it. Like, most of the agent, agentic processes today are actually traditional script writing and just traditio…”
Matt Fitzpatrick Dec 31, 2025 ▶ 58:38 Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
Jan 8, 2026 bullish
Prediction Open · timeframe Jan 2027
Lemkin: Aims to invest in one AI agent startup per quarter
“I've got to work on AI agents. That's where I get so much because of all this SaaS stuff, I get so much inbound on AI agents, whether it's GTM or otherwise, I got to pick the best thing I can once a quarter and just do that deal and just try to do a 50 X or a …”
Jason Lemkin Jan 8, 2026 ▶ 56:30 Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
Feb 5, 2026 positive
Assertion Partly supported
O'Driscoll: 1.5 million AI agents joined the Notebook network in five days
“So now you have literally over the course of the last four or five days, about a million and a half agents joining this notebook, which is the network.”
Rory O'Driscoll Feb 5, 2026 ▶ 1:24:44 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Feb 9, 2026 bearish
Prediction Not checkable as stated
Acharya: Offshore BPO call center jobs are prime targets for AI automation
“So if you look at BPOs, you know, business process outsourcing, they're the areas in which there's the least ambiguity, where the job is literally a series of tasks, where people in offshore call centers take a task off the queue. Those things are very well se…”
Anish Acharya Feb 9, 2026 ▶ 56:17 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Feb 9, 2026 bearish
Opinion
Acharya: Autonomous AI agent overhype ignores the need for human exception handling
“I think that the extremist view that we are going to have autonomous agents that simply do everything over incredibly long time horizons, like maybe we'll get there someday, but I do think that at a minimum, you need humans in the loop for exception handling.”
Anish Acharya Feb 9, 2026 ▶ 54:04 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Feb 19, 2026 bearish
Prediction Not checkable as stated
Lemkin: Shopify's storefront software interface may become obsolete within two years
“That software in two years may be obsolete.”
Jason Lemkin Feb 19, 2026 ▶ 22:58 Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
Feb 19, 2026 bearish
Insight
Lemkin: Open Platforms Risk Better AI Agents; Closed Platforms Risk Bypass
“I believe every platform that is open is at risk that an agent is better than the native platform. And every platform that is closed is, is at risk of being At least slightly bypassed.”
Jason Lemkin Feb 19, 2026 ▶ 24:25 Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
Feb 21, 2026 bullish
Prediction Not checkable as stated
Emberikos: AI's next phase this year is executing tasks, not retrieving information
“And I think the next phase that we'll see this year is like for any task I need to do, as opposed to just get information, I go to this text box or this input and something happens that helps me, even if it's not the full task, even if it's only a small part o…”
Alexander Emberikos Feb 21, 2026 ▶ 31:26 OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
Feb 21, 2026 bullish
Prediction Not checkable as stated
Emberikos: AI agents gain enterprise stickiness by connecting to external systems
“As agents start to do work that is not writing code, but more general work, again, for software engineers or beyond for any builder, they're gonna need to start interfacing with other systems. Right? So as they start, maybe your agent is talking to Sentry, rig…”
Alexander Emberikos Feb 21, 2026 ▶ 24:21 OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
Feb 21, 2026
Insight
Emberikos: Plan reviews are becoming more important than code reviews
“Review of the plan is actually something that's becoming more important because we're entering more of this like delegation phase of working with agents.”
Alexander Emberikos Feb 21, 2026 ▶ 20:53 OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
Feb 26, 2026 bullish
Disclosure
Lemkin: SaaStr's 10 AI agents generate millions in revenue
“Our 10 agents at Saster generate millions of revenue, but they buy nothing.”
Jason Lemkin Feb 26, 2026 ▶ 40:29 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Feb 26, 2026 negative
Opinion
O'Driscoll: Consumers will not delegate food ordering to AI agents
“No one wants to delegate to an agent how to decide what food they get and then have the thing come up.”
Rory O'Driscoll Feb 26, 2026 ▶ 26:43 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Feb 26, 2026
Prediction Open · timeframe Feb 2028
Lemkin: AI agents will stop requiring custom setup within two years
“Every agent, here's the problem today, and this will change in the next two years. It is not true today. Every agent is essentially custom, ok? Every agent needs to be trained. Every agent needs to be onboarded. If you want it to be great, ok? Every agent need…”
Jason Lemkin Feb 26, 2026 ▶ 14:57 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Feb 26, 2026 bearish
Prediction Not checkable as stated
Jason Lemkin: Value capture by AI agents will push SaaS incumbents into terminal decline
“I believe the agents are going to own enough of the value that, that that just owning less of the value in your space can create terminal decline.”
Jason Lemkin Feb 26, 2026 ▶ 9:36 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Mar 2, 2026 positive
Assertion Supported
Monday.com replaced 100-person inbound SDR team with AI agents
“We had a team of about a hundred SDRs and we now doing, doing it with agents. A hundred percent is being done with agents. We move those SDRs to do outbound.”
Eran Zinman Mar 2, 2026 ▶ 22:09 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
Mar 5, 2026 negative
Insight
Calacanis: Every autonomous AI agent will leak data if allowed
“Like every agent will leak data if it's allowed to, like every single agent will. That's how goal seeking works.”
Jason Lemkin Mar 5, 2026 ▶ 1:10:44 Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
Mar 12, 2026 positive
Assertion Contradicted
Lemkin: AI Support Agents Always Rank in Top 10% CSAT
“Everyone's data that works in a heterogeneous human AI agent environment, the CSAT is always top 10% for the agents. It's never number one. They never say that the number one most popular person is always a human, but the agent's always in the top.”
Jason Lemkin Mar 12, 2026 ▶ 40:01 Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
Mar 19, 2026 bullish
Insight
Lemkin: AI meta-agents will merge sales and customer support
“Owen said there's not going to be any difference between support and sales in a lot of what we do. All these agents are converting to a meta agent that does more, replaces a lot of humans and is worth a lot.”
Jason Lemkin Mar 19, 2026 ▶ 40:59 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
Mar 19, 2026 positive
Prediction Not checkable as stated
Lemkin: Winning with AI agents in Q2 2026 requires zero technical skill
“You do not need to be technical to win with AI agents in Q two of 26. You do not need to be even one percent technical.”
Jason Lemkin Mar 19, 2026 ▶ 29:44 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
Apr 2, 2026
Insight
Lemkin: AI agents working 1,000x faster will generate 100x more mistakes
“Agents, agents are goal-seeking and agents are going to make, not only going to make the same mistake as humans, they're going to work a thousand times faster. So even if they make the mistakes, 10% as often, Rory, help me with the math. If they do a thousand …”
Jason Lemkin Apr 2, 2026 ▶ 3:30 OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
Apr 11, 2026 positive
Assertion Not checkable as stated
ElevenLabs pays human sales reps full commissions for AI-closed deals
“Any upsells, any contracts that the AI agent ends up closing, I will pay those commissions as if like a human actually closed it.”
Carles Reina Apr 11, 2026 ▶ 6:14 ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
Apr 16, 2026
Insight
Lemkin: Subpar AI agents face a slow death spiral
“If your agents are only 60% as good, you're in a slow death spiral.”
Jason Lemkin Apr 16, 2026 ▶ 0:43 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
Apr 16, 2026 bearish
Insight
Lemkin: Incumbent SaaS cannot monetize mediocre check-the-box AI agent features
“You checking the box does not work with agents. The check the box feature cannot be monetized in the AI era.”
Jason Lemkin Apr 16, 2026 ▶ 28:56 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
Apr 16, 2026 positive
Prediction Not checkable as stated
Jason Lemkin: Building AI agents will become accessible to everyone in 18 months
“Everyone in 18 months will figure out how to build an AA, because they'll get easier and easier to train.”
Jason Lemkin Apr 16, 2026 ▶ 1:09:41 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
Apr 20, 2026 bullish
Prediction Not checkable as stated
Levie: AI agents will trigger an explosion of unstructured data
“Agents are going to be this incredible consumer and creator of your unstructured data. They're gonna Read through every one of your contracts and generate all of your contracts. They're going to generate marketing assets. They're going to write reports for you…”
Aaron Levie Apr 20, 2026 ▶ 16:28 Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
Apr 20, 2026 neutral
Prediction Not checkable as stated
Levie: Markets will differentiate software companies on AI agent impact
“I would say that we're in a period right now where basically the market is being treated roughly as in, as the kind of indiscriminately, you know, kind of bucketed sector. And the next year, two years or whatnot, you'll start to see some separation and parsing…”
Aaron Levie Apr 20, 2026 ▶ 39:59 Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
Apr 23, 2026 bullish
Opinion
Lemkin: Salesforce provides the best API for AI agent integration
“All the APIs that our agents use, our AI, VP of marketing, VP of customer service, Salesforce is the best. It is the best API out there. It crushes everybody, okay? This includes all the new guys, everybody.”
Jason Lemkin Apr 23, 2026 ▶ 1:20:36 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Apr 23, 2026 bullish
Prediction Not checkable as stated
O'Driscoll: AI agent governance and auditing will be a massive tech market
“Once you have AI agents doing all this stuff, you're going to want to know what the AI agents are doing. But, and I think, Jason, you're exactly right. This is going to be the huge thing. How do I think about what my little automated bots are doing in my busin…”
Rory O'Driscoll Apr 23, 2026 ▶ 1:25:56 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Apr 23, 2026 negative
Prediction Not checkable as stated
Lemkin: Autonomous AI agents will go rogue without management
“They'll go rogue if you don't manage them.”
Jason Lemkin Apr 23, 2026 ▶ 1:24:35 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Apr 30, 2026 bullish
Prediction Not checkable as stated
O'Driscoll: AI agent adoption will sustain strong medium-term compute demand
“The big picture trend is over the next, as agents kick off, the demand for compute over the medium term will be there.”
Rory O'Driscoll Apr 30, 2026 ▶ 26:42 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
Apr 30, 2026 bullish
Prediction Not checkable as stated
Lemkin: AI agents will manage most software workflows by 2027
“20 late 20 26 into 2027 is most workflows are going to be managed by A.I. Agents, not A.I. Agents working autonomously, not crazy open claws blowing up our Mac minis, but running everything.”
Jason Lemkin Apr 30, 2026 ▶ 5:11 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
May 7, 2026
Prediction Not checkable as stated
Lemkin: The workforce will bifurcate into paycheck-collectors and world-changers
“We are going to more and more bifurcate to folks that just want to collect a paycheck so the agent doesn't displace them, to folks that want to change the world, and that's fine.”
Jason Lemkin May 7, 2026 ▶ 1:35:55 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
May 7, 2026
Insight
Lemkin: Modern CMOs should run marketing campaigns directly using AI agents
“A CMO today should be able to run their own campaigns, and this is why. I'm not saying you have to spin up Marketo or HubSpot. I'm saying you should be able to tell your agent, and our agent, our AIVP marketing started running its own campaigns the last two we…”
Jason Lemkin May 7, 2026 ▶ 1:32:07 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
May 11, 2026
Insight
Forquer: Enterprise buyers seek safe bets during AI category creation
“There's certainly an aspect of a flight to safety during these sort of category creation moments, because this is all new. The sort of general understanding of how agents work and how AI works and how to think about use case design is still being developed. An…”
Patrick Forquer May 11, 2026 ▶ 29:59 Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
Jun 1, 2026
Disclosure
Foody: Unwritten human context is the key bottleneck to AI agent automation at Mercor
“When I try to get agents to do all of these workflows throughout Mercure, there's just an enormous amount of context that lives in people's heads that the agents need to have access to perform effectively.”
Brendan Foody Jun 1, 2026 ▶ 17:08 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
Jun 6, 2026 positive
Prediction Not checkable as stated
Lauritsen: Enterprise engineers will primarily define guardrails for autonomous agents
“And I think that type of guardrail setting will see everywhere. And so, if you're a big enterprise, and you're rolling out AI tooling, and you have agents that build your own internal software, you know, you have AI tools that build your HRAS system, and your,…”
Jacob Lauritzen Jun 6, 2026 ▶ 9:47 Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
Jun 6, 2026 bearish
Prediction Not checkable as stated
Lauritsen: Traditional IDEs will die and reading lines of code will disappear
“The current shape of an ID will die. Yes. I think we, I don't know what the new, the next ideas, but it's not reading lines of code. It's maybe it's graphical, honestly. Like maybe it's the systems, the architecture that you look at and you review and you plan…”
Jacob Lauritzen Jun 6, 2026 ▶ 37:53 Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
Jun 13, 2026 positive
Insight
Grinberg: Developer experience investments yield 10x to 100x impact with AI agents
“These are all things that the best organizations at like developer experience would invest a lot of resources in, but they would do it because it makes it easier for engineers to work, easier for them to onboard. But the impact of doing that well is just like …”
Matan Grinberg Jun 13, 2026 ▶ 37:34 OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Prediction Open · timeframe Jun 2031
AI agents will evolve into completely autonomous software engineers
“My prediction would be agents that are like completely autonomous software engineers. Today, I think we're all using Tools like CloudCode or Codex to write code, but not as literal software engineers.”
Aravind Srinivas Jun 15, 2026 ▶ 22:28 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026
Prediction Not checkable as stated
24/7 AI agents will be delivered by orchestrators, not model builders
“I believe that the 2407 always on agent is going to be realized by the company that wants to play the role of the orchestrator, not the model builder, not the frontier model, but the orchestrator.”
Aravind Srinivas Jun 15, 2026 ▶ 31:25 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 neutral
Insight
Cost and local compute are primary bottlenecks for AI agents
“The real concern actually is the cost. Nobody's going to be able to afford it, a cron job at the fidelity of few seconds. You know that, that runs all the time. And so the bottleneck there is actually orchestration and local compute.”
Aravind Srinivas Jun 15, 2026 ▶ 29:36 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 20, 2026 bullish
Prediction Not checkable as stated
Stebbings: AI agents will largely replace humans, spurring 'agent resources' roles
“That you mine and agents will in large part replace humans, and so the really interesting job function that could be created is like agent resources.”
Harry Stebbings Jun 20, 2026 ▶ 46:18 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
Jun 20, 2026 neutral
Assertion Not checkable as stated
Ryan Petersen: Flexport has deployed AI agents for 5 of 100 targeted workflows
“We've got about, well, Probably like a hundred core workflows that are costly that we have AI that we're building AI agents for right now. And like five of them are live and working and saving us money and 95 that are under development.”
Ryan Petersen Jun 20, 2026 ▶ 1:20:10 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
Jun 20, 2026 bullish
Prediction Not checkable as stated
Petersen: AI agents will enable full end-to-end logistics automation at Flexport
“But agents can go all the way. Like, we think we can automate the full end to end.”
Ryan Petersen Jun 20, 2026 ▶ 14:56 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
Jun 25, 2026 bullish
Prediction Not checkable as stated
Lemkin: AI agents will reduce corporate contractor spend by 50% to 60%
“If, and if it's a variable price, you could see what you pay to these humans fall by 50 to 60% without even intentionally trying to save money.”
Jason Lemkin Jun 25, 2026 ▶ 44:53 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Jul 6, 2026 bullish
Prediction Not checkable as stated
Mignano: Humans will cede unprecedented control to AI agents
“We have never handed over so much of ourselves to a technology before than we're about to do with agents.”
Mike Mignano Jul 6, 2026 ▶ 19:47 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Jul 6, 2026 positive
Prediction Not checkable as stated
Stebbings: Consumers will grant full control to AI agents within five years
“I think people will get incredibly comfortable handing over the keys in the same way that we got incredibly comfortable putting our credit cards online using Apple Pay, finding our husband or wife online. And I think that will be de facto in five years.”
Harry Stebbings Jul 6, 2026 ▶ 19:09 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Jul 6, 2026 positive
Prediction Not checkable as stated
Mignano: Users will prefer AI agents aligned with personal incentives
“Having products, agents, harnesses that are huge, Human aligned and aligned with your own goals and incentives, I think is going to be really, really important. I think people are going to be a little more self-conscious about the incentives of the model they'…”
Mike Mignano Jul 6, 2026 ▶ 18:04 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Jul 11, 2026
Prediction Not checkable as stated
Jain: Institutional enterprise learning will accumulate inside AI agents
“In the future, all of that institutional learning is actually going to accumulate in that agent that is doing that work.”
Arvind Jain Jul 11, 2026 ▶ 5:43 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Jul 18, 2026 positive
Insight
AI Agents Parse Messy Files Best Via Throwaway Python Generation
“What we found works amazingly is literally to give the files to an agent, tell it to write Python to get these files into a standardized format, because they're not very good at parsing files, but they're incredibly good at code gen, and so you can tell it to …”
Fred Turner Jul 18, 2026 ▶ 44:24 We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
Jul 25, 2026 bearish
Prediction Not checkable as stated
Nitski: Forward-deployed AI services are only a short-term enterprise trend
“I think it's the future for the short term as the knowledge of how to use AI gets disseminated throughout industry. We have basically a concentration of a bunch of people in San Francisco who really know how to deploy agents, eval agents, Be AI first in engine…”
Osvald Nitski Jul 25, 2026 ▶ 19:00 Mercor Head of Product on Revenue Concentration from Frontier Labs
Aug 2, 2026 positive
Prediction Not checkable as stated
Angelopoulos: Enterprises Will Need Guardian AI Models Because Humans Are Too Slow
“So I think we need guardian models and also, you know, agents within our businesses. What is a guardian model? Something that can witness the traces basically that's looking over the shoulder of every agent within a business and then saying, okay, this is a sa…”
Anastasios Angelopoulos Aug 2, 2026 ▶ 32:04 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
Aug 5, 2026 bullish
Insight
Arora: AI Agents Must Be Governed and Secured as Privileged Identities
“Rumor has it, agents are going to be important. If agents are important, they're going to need identities. They need to be treated like privileged identities, so that's our thesis.”
Nikesh Arora Aug 5, 2026 ▶ 1:14:24 Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
Aug 14, 2026 bullish
Opinion
Top PLG companies are best positioned for autonomous AI agent software selection
“So the best companies in PLG focus right now will also be best positioned, in my opinion, for the agentic layer of essentially decisions being made without that human in the loop when tools are being selected for certain tasks.”
Matt Swulinski Aug 14, 2026 ▶ 2:05 How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
Aug 24, 2026 bullish
Assertion Supported
Bek: Cloudflare projects agent traffic will exceed human traffic 1,000x in 5 years
“I think it was Cloudflare this morning said that in five years from now, we'll have 1000 times the amount of agent traffic to human traffic.”
Julien Bek Aug 24, 2026 ▶ 54:27 Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
Aug 24, 2026 bullish
Assertion Partly supported
Bek: AI agent web traffic has already reached parity with human traffic
“We're already at parity in terms of agent traffic to human traffic.”
Julien Bek Aug 24, 2026 ▶ 54:20 Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
Aug 27, 2026 bullish
Prediction Not checkable as stated
Lemkin: Workers Will Threaten to Quit Without Continuous AI Agents
“Next year, there's going to be backlash. I can see it in my best portfolio companies where we can't go back anymore. We can't live. We can't go back in time. And I need my 10 sub agents running 24 hours a day to do my job or I quit.”
Jason Lemkin Aug 27, 2026 ▶ 58:44 Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
Aug 31, 2026 bullish
Prediction Not checkable as stated
Katz: AI agents will be fully autonomous within three to five years
“If you look out three to five years, those agents are going to be fully autonomous.”
Aaron Katz Aug 31, 2026 ▶ 17:56 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
Aug 31, 2026 neutral
Prediction Not checkable as stated
Katz: AI token management jobs will be made irrelevant by self-governing agents
“And then that job will be made irrelevant five years from then, because AI agents will govern themselves.”
Aaron Katz Aug 31, 2026 ▶ 54:10 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
Sep 3, 2026 neutral
Insight
O'Driscoll: Enterprise Sales Tactics Fail When AI Agents Buy Software
“There's no, you can't take Jason's agent out to a steak dinner to get him to buy your product. It just has to be better.”
Rory O'Driscoll Sep 3, 2026 ▶ 1:16:02 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
Sep 3, 2026
Insight
Lemkin: Guardrails fail for AI agents because multiple gates inevitably conflict
“The learning and here's the meta learning guardrails aren't enough. You have to have a lock and key. Guard, it doesn't matter whether you build 80 gates, a hundred gates, 200 gates, like, they're not enough, and they get, and then, you know, what's even worse,…”
Jason Lemkin Sep 3, 2026 ▶ 29:21 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
Sep 7, 2026 neutral
Insight
Greze: Humans must set goals, token budgets, and monitor AI agent actions
“I think it is the human's responsibility to first allocate the resources. That means to say how many tokens are we willing to spend to try to get a goal to set the goal right as well. So you set the goal and the budget and then to monitor, right? Like the over…”
Jean-Denis Greze Sep 7, 2026 ▶ 18:43 Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
Sep 7, 2026 bullish
Prediction Not checkable as stated
Greze predicts users will trust AI agents to autonomously share personal data
“I think you'll trust your agent to decide what data to share with other people without you intervening in five years.”
Jean-Denis Greze Sep 7, 2026 ▶ 11:14 Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
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