autonomous agents

15 statements across 4 episodes · 9 bullish · 6 bearish · 3 people on the record · first statement Sep 25, 2023 by Marc Benioff · across every show →

Everything said about autonomous agents, oldest first

Sep 25, 2023 bullish
Prediction Not checkable as stated
Benioff: The next AI wave will be autonomous agents leading to AGI
“And then we've got another big wave coming very, very close. Which is going to be autonomous and agents. And then of course we'll get to AGI.”
Marc Benioff Sep 25, 2023 ▶ 0:58 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Feb 28, 2026 bullish
Prediction Not checkable as stated
Jerry Murdock: Now is the best time to launch a venture fund
“Absolutely. Absolutely. The best time because you're in a sea change. Humans are no longer going to be the decision makers. About software, it's going to be autonomous agents.”
Jerry Murdock Feb 28, 2026 ▶ 47:37 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 bearish
Prediction Not checkable as stated
Jerry Murdock: Autonomous agents will drive shift from Nvidia GPUs to ASICs
“And my guess is this will lead to the rise of open source models more, more proficiently. And that it's going to lead to the rise of ASICS chips, because what's going to happen with ASICS is you're going to put the model on the chip. You know, ASICS is going t…”
Jerry Murdock Feb 28, 2026 ▶ 7:29 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 positive
Insight
Jerry Murdock: Autonomous AI agents require visual recognition to understand reality
“Language is, is a very subpar Descriptor of the world. It's just limited. So for autonomous agents, we need a new system where we can visually recognize the world to be able to have an objective view of reality for the autonomous agent.”
Jerry Murdock Feb 28, 2026 ▶ 38:37 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 negative
Prediction Not checkable as stated
Jerry Murdock: Autonomous AI agents will not possess intuition anytime soon
“And so the one thing that the autonomous agents aren't going to have is intuition. Not anytime soon.”
Jerry Murdock Feb 28, 2026 ▶ 36:06 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 bullish
Prediction Not checkable as stated
Jerry Murdock: AI agents will write software faster and cheaper than humans
“Autonomous agents, and it may take a year or longer for most enterprises to actually enable and get committed to autonomous agents, but they're going to write software faster, cheaper than any human being on the planet.”
Jerry Murdock Feb 28, 2026 ▶ 23:30 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 positive
Prediction Not checkable as stated
Jerry Murdock: Autonomous AI agents will feature dynamic LLM orchestration layers
“I think what's going to happen with the autonomous agents is ultimately they're going to have an orchestration layer where they can have multiple different LLMs, you know, that they can orchestrate on and triage workflows.”
Jerry Murdock Feb 28, 2026 ▶ 6:46 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 bearish
Insight
Jerry Murdock: AI displacement begins with hiring freezes for junior white-collar roles
“First of all, not to the people with the job. First of all, to the next person in line, the next junior developer you want to hire, the next executive assistant, the next marketing person. So the first thing you see is people stopping or slowing down Hiring of…”
Jerry Murdock Feb 28, 2026 ▶ 25:35 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 bullish
Prediction Not checkable as stated
Jerry Murdock: Small and medium businesses will adopt autonomous agents before enterprises
“I think the first companies that are going to go with this are going to be small, medium businesses, because they're the ones that, wow, one secretary makes a huge difference in their, in, in how they, you know, two, three, four person company, how they handle…”
Jerry Murdock Feb 28, 2026 ▶ 26:16 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 bullish
Opinion
Jerry Murdock: Autonomous agents, not general AI, represent the real AI tsunami
“And in this case, it's autonomous agents. Autonomous agents is, is in my opinion, what the tsunami is about. Not just AI in general.”
Jerry Murdock Feb 28, 2026 ▶ 2:08 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 bullish
Prediction Not checkable as stated
Jerry Murdock: Autonomous agents will perform scheduling and marketing better than humans
“There's no question that anyone that inputs data into a computer that does scheduling that, you know, like an executive assistant or people doing marketing, those jobs are probably ultimately going to be better done by autonomous agents, white collar jobs.”
Jerry Murdock Feb 28, 2026 ▶ 24:59 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 bullish
Assertion Open · timeframe Feb 2027
Jerry Murdock: AI startups are using autonomous agents to write code
“So if I look at real true AI startups like E to B or eventual or Lotus AI get dynasty. These are all native AI companies that are up and running Ovens, another great one. What's happening with them is they're all using open claw, nano claw, or one of their own…”
Jerry Murdock Feb 28, 2026 ▶ 3:28 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 bearish
Prediction Not checkable as stated
Jerry Murdock: Legacy SaaS vendors face severe disruption within 18 months
“But if you're not making your software for autonomous agents today, you're going to be challenged in the future. Maybe it's six months, maybe a year, maybe 18 months, but you're going to be severely challenged if you still think human beings are going to buy y…”
Jerry Murdock Feb 28, 2026 ▶ 24:03 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Aug 22, 2026 bearish
Insight
Murdock: Autonomous agent co-work is starting to threaten legacy SaaS companies
“And as co-work becomes, you know, more successful and more stable and more broadly used, I would be really concerned about SaaS companies that don't have some kind of system of record or some kind of AI strategy in place to succeed. Because the co-work era, it…”
Jerry Murdock Aug 22, 2026 ▶ 45:52 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
Sep 10, 2026 negative
Insight
Lemkin: Autonomous AI agents hit a 'Dunbar number' where rules inevitably conflict
“If you have too many rules, they always conflict. It's almost unsolvable. There's some number, I don't know, there's some number of Dunbar, there's a Dunbar number for rules where you get out to 40, 50, 60, 70 gates on a process. Poor instinct and GrokBot can'…”
Jason Lemkin Sep 10, 2026 ▶ 40:47 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
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