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
Oct 6, 2023 bearish
Dec 20, 2023 negative
May 22, 2024 positive
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…”
May 22, 2024 bullish
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…”
Jun 19, 2024 bullish
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.”
Jun 24, 2024
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…”
Jul 1, 2024 bullish
Aug 19, 2024 negative
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.”
Oct 2, 2024 bullish
Oct 2, 2024 neutral
Oct 2, 2024 bullish
Oct 11, 2024 positive
Oct 11, 2024 bullish
Nov 4, 2024
Nov 4, 2024 positive
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 …”
Nov 29, 2024 bearish
Dec 4, 2024 bullish
Dec 18, 2024 negative
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.”
Dec 18, 2024 neutral
Dec 18, 2024 bullish
Jan 22, 2025
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…”
Feb 12, 2025 neutral
Mar 14, 2025 bearish
Mar 31, 2025 positive
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…”
Mar 31, 2025 positive
Mar 31, 2025 positive
Apr 4, 2025
Apr 11, 2025 positive
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.”
Apr 14, 2025 bullish
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.”
Jun 2, 2025 bullish
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…”
Jun 2, 2025 negative
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…”
Jun 2, 2025 bullish
Jul 11, 2025 bullish
Jul 18, 2025 bullish
Aug 21, 2025 positive
Aug 28, 2025 neutral
Sep 5, 2025 bullish
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.”
Sep 12, 2025 bullish
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…”
Sep 22, 2025 bearish
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…”
Oct 2, 2025 positive
Oct 13, 2025 negative
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…”
Oct 16, 2025 positive
Oct 17, 2025 bearish
Nov 3, 2025 neutral
Nov 3, 2025
Nov 6, 2025 bullish
Nov 13, 2025 positive
Nov 17, 2025 positive
Nov 20, 2025 positive
Nov 24, 2025 bullish
Dec 1, 2025
Dec 4, 2025 bullish
Dec 18, 2025 neutral
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…”
Dec 31, 2025 negative
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…”
Jan 8, 2026 bullish
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 …”
Feb 5, 2026 positive
Feb 9, 2026 bearish
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…”
Feb 9, 2026 bearish
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.”
Feb 19, 2026 bearish
Feb 19, 2026 bearish
Feb 21, 2026 bullish
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…”
Feb 21, 2026 bullish
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…”
Feb 21, 2026
Feb 26, 2026 bullish
Feb 26, 2026 negative
Feb 26, 2026
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…”
Feb 26, 2026 bearish
Mar 2, 2026 positive
Mar 5, 2026 negative
Mar 12, 2026 positive
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.”
Mar 19, 2026 bullish
Mar 19, 2026 positive
Apr 2, 2026
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 …”
Apr 11, 2026 positive
Apr 16, 2026
Apr 16, 2026 bearish
Apr 16, 2026 positive
Apr 20, 2026 bullish
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…”
Apr 20, 2026 neutral
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…”
Apr 23, 2026 bullish
Apr 23, 2026 bullish
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…”
Apr 23, 2026 negative
Apr 30, 2026 bullish
Apr 30, 2026 bullish
May 7, 2026
May 7, 2026
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…”
May 11, 2026
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…”
Jun 1, 2026
Jun 6, 2026 positive
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,…”
Jun 6, 2026 bearish
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…”
Jun 13, 2026 positive
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 …”
Jun 15, 2026 bullish
Jun 15, 2026
Jun 15, 2026 neutral
Jun 20, 2026 bullish
Jun 20, 2026 neutral
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.”
Jun 20, 2026 bullish
Jun 25, 2026 bullish
Jul 6, 2026 bullish
Jul 6, 2026 positive
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.”
Jul 6, 2026 positive
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'…”
Jul 11, 2026
Jul 18, 2026 positive
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 …”
Jul 25, 2026 bearish
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…”
Aug 2, 2026 positive
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…”
Aug 5, 2026 bullish
Aug 14, 2026 bullish
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.”
Aug 24, 2026 bullish
Aug 24, 2026 bullish
Aug 27, 2026 bullish
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.”
Aug 31, 2026 bullish
Aug 31, 2026 neutral
Sep 3, 2026 neutral
Sep 3, 2026
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,…”
Sep 7, 2026 neutral
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…”