AI agent

also referred to as: ai agents

125 statements across 51 episodes · 73 bullish · 18 bearish · 49 people on the record · first statement Nov 6, 2023 by June Park · across every show →

Everything said about AI agent, oldest first

Nov 6, 2023 bullish
Prediction Not checkable as stated
Park: AI agents will progress first in soft-edge problem spaces
“My bet, it's a bit of a hot take, is my bet is in the early days of agent development, I think we'll see a lot of progress that's going to be made first in sort of the soft edge problem spaces.”
June Park Nov 6, 2023 ▶ 36:07 Inside AI Town: What AI Can Teach Us About Being Human
Dec 16, 2023 bullish
Prediction Not checkable as stated
Lai: Generative AI will move game agents into core gameplay
“I think one of the promises of generative agents is in elevating agents like the AI agents from a warmup into the core game itself.”
Jonathan Lai Dec 16, 2023 ▶ 6:12 2024 Big Ideas: AI-First Games That Never End with Jonathan Lai
Sep 24, 2024 negative
Assertion Not checkable as stated
Wang: Current AI agents fail because the internet lacks agent training data
“Agents has been the buzzword for the past two years and basically no agent really works. Well, you know, it turns out there's just no agent data on the internet.”
Alexandr Wang Sep 24, 2024 ▶ 7:31 Why Human Data is Key to AI: Alexandr Wang from Scale AI
Nov 20, 2024 positive
Opinion
Schmidt: Well-trained AI agents match or outperform hungover human SDRs
“There is almost no difference. Oftentimes between a very well-trained kind of AI agent and a very poorly trained, a 22 year old who's hungover from the night before sitting in a crowded sales floor. And oftentimes you're gonna get much more like you're gonna g…”
Joe Schmidt Nov 20, 2024 ▶ 10:01 "Death of a Salesforce”: Why AI Will Transform the Next Generation of Sales Tech
Nov 21, 2024 neutral
Insight
Amble: Enterprise AI agent adoption lags due to higher quality standards
“As you get to more enterprise customers, a level of quality matters a lot more. And so I think they're probably a little more hesitant. And they've got, you know, organizationally, they have big, big teams. They're relying on certain processes. It's a change i…”
Seema Amble Nov 21, 2024 ▶ 7:16 How GenAI-Based Software Is Advancing Marketing and Sales
Nov 21, 2024 positive
Assertion Not checkable as stated
Amble: SMBs are driving the earliest adoption of AI marketing agents
“The agent is starting to take on more of the end to end tasks, especially where we're seeing this the most is on the SMB side. And why is that? So SMBs typically are spending a lot on marketing agencies because they don't have marketers internally, or they may…”
Seema Amble Nov 21, 2024 ▶ 6:40 How GenAI-Based Software Is Advancing Marketing and Sales
Dec 20, 2024 bullish
Insight
Tan: AI agents target labor budgets, making legacy software comparisons false
“So I think it's actually like a false comparison to look at the historical software incumbents and say, oh, this is The cap on what a company could become. I think there's just so much untapped opportunity that technology just wasn't able to penetrate before.”
Kimberly Tan Dec 20, 2024 ▶ 10:22 RIP to RPA: How AI Makes Operations Work
Dec 23, 2024 bullish
Insight
Schmidt: AI automation expands small agency profit margins from 5% to 30%
“Leveraging AI agents to basically have some of those conversations with the customer, whether it's on new business On renewal or on client servicing and then actually resolving these claims in real time or like resolving these service issues in real time. Now,…”
Joe Schmidt Dec 23, 2024 ▶ 7:29 AI-Powered Acquisitions: A New Playbook
Jan 14, 2025
Insight
Strange: Bundling AI labor with software eases enterprise sales in regulated sectors
“So now an interesting wedge in is we'll provide you with all of these agents. And oh, by the way, we also have a much better transaction monitoring system that is actually gonna fix the problem. So this labor plus software bundle also helps the sales process a…”
Angela Strange Jan 14, 2025 ▶ 29:06 How AI is Reshaping Labor Markets: A $Trillion-Dollar Opportunity Explained
Feb 14, 2025 bullish
Prediction Open · timeframe Feb 2035
Sivulka: AI agents will contribute over 50% of global GDP within a decade
“One of my big predictions is that over 50% of the global GDP will be contributed by AI agents sometime in the next decade.”
George Sivulka Feb 14, 2025 ▶ 36:05 Reasoning Models Are Remaking Professional Services
Mar 7, 2025 bullish
Assertion Not checkable as stated
Biilmann: AI agents are multiplying web development output
“Now we're starting to see agents play a major role in building the web, writing a lot of the code, coming up with this, it's doing all of that, collaborating with humans, but multiplying this factor of what you can build.”
Matt Biilmann Mar 7, 2025 ▶ 12:56 Agent Experience: Building an Open Web for the AI Era
Mar 7, 2025 bullish
Prediction Not checkable as stated
Biilmann: 100 million new AI-assisted developers will emerge within five years
“In five years, if this goes as I think we have, like, another hundred million new developers that are primarily working, like, the deepest of them will go several layers down the stack and we'll know everything behind it, and the shallow stuff then will primar…”
Matt Biilmann Mar 7, 2025 ▶ 37:39 Agent Experience: Building an Open Web for the AI Era
Mar 7, 2025 bullish
Insight
Biilmann: AI agents excel at Relay despite high human developer barriers
“Where the developer experience means that it's just, that's never going to happen, right? Like normal teams are never going to adopt it. But it's one of these interesting examples for me of the shift from developer experience to agent experience. It suddenly, …”
Matt Biilmann Mar 7, 2025 ▶ 26:19 Agent Experience: Building an Open Web for the AI Era
Mar 15, 2025
Insight
Kumar: Multi-step AI agents need 99% reliability for daily adoption
“Doing, especially challenging, kind of multi-step things, you know, agents, as people say, I think to make that part of your everyday habits, it has to be like, 99%, you know, and right now, you know, every extra step the thing needs to take, There's some perc…”
Ankit Kumar Mar 15, 2025 ▶ 1:26:00 Building the Next Generation of Conversational AI
Mar 20, 2025
Insight
Jain: Showing AI agents' step-by-step execution builds customer trust
“It's like here's step by step everything it's doing. And the design for that was really interesting, right? Because if you run that agent again, it might do slightly different things, right? But really taking the user along for that journey to be like, hey, th…”
Prabhav Jain Mar 20, 2025 ▶ 21:54 The Future of Digital Workers
Mar 20, 2025 neutral
Prediction Not checkable as stated
Prabhav Jain: 11x will avoid AI agents when outcomes don't require them
“So, if I can do something without using agents, I will.”
Prabhav Jain Mar 20, 2025 ▶ 4:37 The Future of Digital Workers
Mar 20, 2025
Insight
Jain: AI agents mark a shift to non-deterministic user interfaces
“Over the last 25 years, we have been trained to understand, like, web and mobile interfaces. And now, you have these agents coming up which aren't, like, deterministic. They change what the output every time you sort of call them. And that's like a very new th…”
Prabhav Jain Mar 20, 2025 ▶ 1:06 The Future of Digital Workers
Mar 20, 2025
Insight
Prabhav Jain: True AI agents must plan, reason, reflect, and improve
“But you know, for us, like agents really have to plan Reason. Reflect. Think. Get better over time. Like, to me, that is the definition of a true agent.”
Prabhav Jain Mar 20, 2025 ▶ 0:42 The Future of Digital Workers
Mar 21, 2025 bullish
Prediction Not checkable as stated
Rocha: AI agents will communicate directly with each other via email
“I guess the difference now is that we're going to be living in a world where agents are talking to other agents and these agents are sending emails, but also receiving and parsing and sending to another inbox that is also powered by agents that's parsing, taki…”
Zeno Rocha Mar 21, 2025 ▶ 7:00 Automating Developer Email with MCP and AI Agents
Mar 21, 2025 bullish
Prediction Not checkable as stated
Rocha: AI agents will soon perform majority of digital actions over humans
“I think we're going to see a big shift in terms of who is the actor, who is the creator. And I believe it's going to be the majority of the actions will be taken by agents instead of humans.”
Zeno Rocha Mar 21, 2025 ▶ 0:14 Automating Developer Email with MCP and AI Agents
Apr 3, 2025 bearish
Prediction Not checkable as stated
Tan: Large BPO incumbents will face AI disruption only long-term
“This is a net new market doing very similar work to what they were offering, but to a different segment of the population. And so they might not see it in the short to medium term, but you know, if these companies do well, obviously they will grow up with thei…”
Kimberly Tan Apr 3, 2025 ▶ 12:05 Unbundling the BPO: How AI Is Disrupting Outsourced Work
Apr 3, 2025 bullish
Prediction Not checkable as stated
Tan: Emerging browser-use AI agents will soon automate complex back-office workflows
“One thing that we're quite excited about on the horizon is this emerging browser use technology, whether it's, you know, some people call it computer use, some people call it operator, where AI agents will soon actually be able to work across a heterogeneous s…”
Kimberly Tan Apr 3, 2025 ▶ 6:07 Unbundling the BPO: How AI Is Disrupting Outsourced Work
May 2, 2025
Insight
Li: Reasoning and decision-making define all AI agent use cases
“I almost feel like for all the use cases with Describe, there's one element that all agents have, which is reasoning and decision.”
Yoko Li May 2, 2025 ▶ 0:00 What Is an AI Agent?
May 2, 2025 bullish
Prediction Not checkable as stated
Appenzeller: AI agents will use most human accessible tools in two years
“Look, I think that the positive vision is that in two years, we figured out how an agent working on my behalf can use most of the tools that I have access to”
Guido Appenzeller May 2, 2025 ▶ 34:08 What Is an AI Agent?
May 2, 2025
Insight
Bornstein: AI systems cannot be defined by user inputs because LLMs accept anything
“I just think it's really tough To define a system based on what someone says to it, right? Because these are by design, unstructured inputs, like these systems will accept literally anything. And so sure, if you tell it, you know, what's today's weather, I wou…”
Matt Bornstein May 2, 2025 ▶ 7:01 What Is an AI Agent?
May 2, 2025 neutral
Opinion
Bornstein: 'AI agent' is just a rebrand for standard AI applications
“I kind of think agent is just a word for AI applications, right? Anything that uses AI kind of can be an agent.”
Matt Bornstein May 2, 2025 ▶ 2:48 What Is an AI Agent?
May 2, 2025 bullish
Prediction Not checkable as stated
Bornstein: AI data access will be solved by scraping, not protocols
“These problems are rarely solved by defining a new protocol and just saying like, Hey, if we make it easy for people to give away their core assets, they'll just do it. You know, obviously, you know, that's very unlikely to work, but someone eventually will so…”
Matt Bornstein May 2, 2025 ▶ 30:52 What Is an AI Agent?
May 2, 2025 negative
Assertion Not checkable as stated
Li: Fully autonomous, persistent AI agents do not work yet
“I think so. It doesn't work yet.”
Yoko Li May 2, 2025 ▶ 2:05 What Is an AI Agent?
May 2, 2025 bullish
Prediction Not checkable as stated
Li: Multimodal training will unlock net new AI agent capabilities
“So I will actually bet on multimodality when it comes to, like, if we train more model train, like, the model with, like, Different traces of like clicking on buttons on the website, navigating the web using different devices, drawing producing vector art. I t…”
Yoko Li May 2, 2025 ▶ 35:29 What Is an AI Agent?
May 2, 2025
Insight
Li: AI agents are multi-step LLM chains with decision trees
“I actually feel like it's a multi-step LM chain with a decision tree.”
Yoko Li May 2, 2025 ▶ 9:06 What Is an AI Agent?
Jun 16, 2025 neutral
Prediction Not checkable as stated
De la Garza: AI agents will become primary consumers of web content
“And it seems like we're moving to a world where almost the layer you describe, the agent type activity you describe will become the primary consumer of everything on the internet.”
Joel de la Garza Jun 16, 2025 ▶ 16:42 AI is Revolutionizing Web Security - Bots, Agents, & Real-Time Defense
Jun 23, 2025 bullish
Prediction Not checkable as stated
Andreessen: Billions of AI agents will require crypto for financial transactions
“There's going to be billions of AI agents in the world that are going to need to transact, and so you're going to need crypto, you know, you're going to need AI-native payments”
Marc Andreessen Jun 23, 2025 ▶ 32:23 Founders, Media, & Memes: a16z’s Strategy for the Future | a16z LP Summit 2025
Jun 23, 2025 positive
Disclosure
Andreessen claims to be the first angel investor in an AI agent
“I'm the first angel funder, or sort of donors, angel funder of an AI agent living its own best life online.”
Marc Andreessen Jun 23, 2025 ▶ 34:52 Founders, Media, & Memes: a16z’s Strategy for the Future | a16z LP Summit 2025
Jun 26, 2025 positive
Assertion Not checkable as stated
Jain: Payers correct errors 70-80% of time when AI pushes back
“And so we built a knowledge graph based on all the calls that we do, to know what right looks like, so that now our AI agents, if they hear something that seems wrong, will push back and say, can you check that again? And we find 70 to 80% of time when we push…”
Ankit Jain Jun 26, 2025 ▶ 22:20 Can AI Solve Healthcare's Urgent Workforce Challenges? w/ Ankit Jain
Jun 27, 2025 positive
Prediction Not checkable as stated
Acharya: AI automation will succeed first in high-friction, low-judgment tasks
“So when I think of the two by two of where is automation going to come first, I think a lot about high friction, low judgment.”
Anish Acharya Jun 27, 2025 ▶ 8:10 Former Microsoft Executive Explains Where We Are in the AI Cycle w/ Anish Acharya & Steven Sinofsky
Jul 9, 2025 bullish
Insight
Simpson: AI agents require crypto wallets instead of bank accounts
“If you want to dispatch your agent to go transact on your behalf, you can't really give them your bank account or your credit card, but instead you can give them your crypto wallet.”
Arianna Simpson Jul 9, 2025 ▶ 4:56 Crypto Experts Explain Stablecoins & the Future Financial System w/ Ali Yahya & Arianna Simpson
Jul 14, 2025 bullish
Insight
Levie: AI agents act as sustaining innovation for SaaS incumbents
“Right now with AI, everything kind of looks like a sustaining innovation if you're an incumbent, which is like, instead of a user pressing the buttons in the application, let's have an agent run through the API and operate as if they were that user. And so all…”
Aaron Levie Jul 14, 2025 ▶ 11:31 Aaron Levie on AI's Enterprise Adoption
Jul 14, 2025 bullish
Insight
Levie: AI agents unlock startup opportunities in non-digitized sectors
“For startups in the AI world, the equivalent of that is I think there's a lot of categories now where there is no actually software incumbent in that category where AI agents all of a sudden let you go build software for that category. Legal, healthcare, educa…”
Aaron Levie Jul 14, 2025 ▶ 14:32 Aaron Levie on AI's Enterprise Adoption
Jul 14, 2025 bearish
Prediction Not checkable as stated
Levie: Graphical user interfaces will remain essential alongside AI agents
“The theory of, like, the full abstraction away from the interface, and it's all an API call, I don't think that happens, and so, ironically, probably what will happen is in a couple years from now, we will see agents, like, rebuild entire web pages and dashboa…”
Aaron Levie Jul 14, 2025 ▶ 27:14 Aaron Levie on AI's Enterprise Adoption
Jul 14, 2025 bullish
Prediction Not checkable as stated
Levie: AI adoption will create new jobs dedicated to managing agents
“So they'll hire more people and those will be, you'll have new types of jobs. Like we'll have jobs for people just to manage agents and Like, you'll have operations teams.”
Aaron Levie Jul 14, 2025 ▶ 57:34 Aaron Levie on AI's Enterprise Adoption
Jul 21, 2025
Insight
Bornstein: AI coding agents succeed because code environments provide error-correction loops
“If you take the simplest definition that basically an agent is a, is an LLM running in a loop a very simple way to think about this is errors propagate throughout the loop, right? So if you have a small error, it gets worse and worse. And this is why a lot of …”
Matt Bornstein Jul 21, 2025 ▶ 43:50 The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
Aug 4, 2025 neutral
Prediction Not checkable as stated
Noah Smith: AI Economy Will Fundamentally Redefine GDP Beyond Human Labor
“We're envisioning a radical shift of what GDP means to a sort of Internal pricing that a few overlords set for the things that their AI agents want to do, and that's incredibly different than what we'call GDP in the past.”
Noah Smith Aug 4, 2025 ▶ 21:51 Dwarkesh Patel and Noah Smith on AGI and the Economy
Aug 6, 2025 bullish
Prediction Not checkable as stated
Patel: AI Agents Will Operate Autonomously for Hours Within Six Months
“Today, probably an agent works autonomously for 20 minutes. In the next six months, it'll work autonomously for maybe, you know, two hours, or 10 hours, and then it'll work for two months, and then two quarters, and then two years.”
Jeetu Patel Aug 6, 2025 ▶ 23:19 From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Aug 8, 2025 bullish
Prediction Not checkable as stated
Fulford: Users will eventually grant AI agents autonomy for bulk actions
“So I think I can imagine quite You know, a number of tasks where you'd want to take, like, bulk actions which you might not be able to do right now because it would last you every single time, but I think as people get more comfortable using these things and a…”
Isa Fulford Aug 8, 2025 ▶ 21:09 GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim
Aug 25, 2025 negative
Insight
Levie: Single AI agents degrade code quality via context rot
“If you just said, here's my entire code base, you know, go run wild, you know, to one agent, it's, it will just, you know, produce worse and worse code over time because it's going to have context rot.”
Aaron Levie Aug 25, 2025 ▶ 37:31 Aaron Levie and Steven Sinofsky on the AI-Worker Future
Aug 25, 2025 positive
Prediction Not checkable as stated
Levie: Ultimate AI end state is autonomous background agents
“The real ultimate end state of AI and thus AI agents is these are autonomous things that run in the background on your behalf and executing real work for you.”
Aaron Levie Aug 25, 2025 ▶ 0:04 Aaron Levie and Steven Sinofsky on the AI-Worker Future
Aug 25, 2025 negative
Opinion
Sinofsky: AI agentification is like hiring many bad interns
“And it's like the worst Most assistant in the world, and agentification is just hiring a lot of these really bad interns.”
Steven Sinofsky Aug 25, 2025 ▶ 0:27 Aaron Levie and Steven Sinofsky on the AI-Worker Future
Aug 26, 2025 bearish
Prediction Not checkable as stated
Ben Scharfstein predicts AI agents will replace systems integrators within a decade
“It's hard for me to think that in 10 years, there's going to be a super robust systems integrator ecosystem. Probably agents will just do it.”
Ben Scharfstein Aug 26, 2025 ▶ 29:40 How Scale AI is Pioneering the Future of Work
Sep 17, 2025 positive
Prediction Not checkable as stated
Moore: AI shopping agents will benefit aggregators over single-SKU brands
“Which I think is gonna be an interesting challenge in the age of AI, too, because you could argue that AI agents can direct Direct people to things if people start their purchase activities there, which could be an opportunity or a challenge for, like, the sin…”
Justine Moore Sep 17, 2025 ▶ 16:26 The Death of Search: How Shopping Will Work In The Age of AI
Sep 25, 2025 positive
Insight
Chen: Reasoning provides essential robustness for long-horizon AI agents
“Reasoning is core to this ability to operate over a long horizon, because, you know, you imagine kind of yourself solving a math problem, where you try an approach, it doesn't work, and, you know, you have to think about, you know, what, what's the next approa…”
Mark Chen Sep 25, 2025 ▶ 9:52 From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki
Oct 14, 2025 bullish
Prediction Not checkable as stated
Labenz: AI agent task capacity will reach two weeks within two years
“If you extrapolate that out a bit and you're like, okay, take, take the four month case just to be a little aggressive. That's three doublings a year. That's eight X task length increase per year. That would mean you go from two hours now to two days. In one y…”
Nathan Labenz Oct 14, 2025 ▶ 1:00:07 Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
Oct 21, 2025 bullish
Prediction Not checkable as stated
AI agents will consume the internet via APIs, rendering UIs secondary
“Agents are going to consume internet in a very different way than how human did. There's not any more websites, scroll, click, up and down applications. They're going to be there, but not as relevant as before. Agents are going to programmatically exchange lab…”
Augusto Marietti Oct 21, 2025 ▶ 27:56 How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
Oct 23, 2025 positive
Insight
Masad: Verifiers in the loop enable long-horizon AI agent execution
“And so, okay, we know that agents can run for 10:20 minutes now, or LLMs can stay coherent for longer, but for you to push them to 203 hundred minutes, you need a verifier in the loop.”
Amjad Masad Oct 23, 2025 ▶ 19:47 Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
Oct 28, 2025 positive
Prediction Not checkable as stated
Wang: Visual modality will remain critical for AI agents collaborating with humans
“A hundred percent. I definitely think so. The future for these AI models that I'm most excited by is where they are tools for people to accomplish more things. Like, I think if you imagine a future where you have these agentic models that just talk to each oth…”
Oliver Wang Oct 28, 2025 ▶ 18:23 Google DeepMind Developers: How Nano Banana Was Made
Oct 29, 2025 bullish
Prediction Not checkable as stated
Vahdat: AI agents executing long tasks will be transformative within 12 months
“The agents that get built on top of them, And the frameworks for making that happen are also getting scary good. So the ability to have things go quite right for quite long over the coming 12 months is gonna be transformative.”
Amin Vahdat Oct 29, 2025 ▶ 29:35 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Nov 7, 2025 bullish
Prediction Not checkable as stated
Amjad Masad: Future developer productivity will depend on managing multiple parallel AI agents
“I think the next, ah, boost in productivity is gonna come from sitting in front of a programming environment like Replit and being able to manage, ah, tens of agents, maybe at some .100, but, you know, at least, you know, five, six, seven, eight, nine, 10 agen…”
Amjad Masad Nov 7, 2025 ▶ 49:36 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 7, 2025 positive
Prediction Not checkable as stated
Adam D'Angelo: Computer science fundamentals will remain essential for managing AI agents
“Having these skills to understand the sort of fundamentals of what's possible with algorithms and data structures, I think that actually really helps you in, in managing agents when you're using them. And I, I'm guessing that it will continue to be a valuable …”
Adam D'Angelo Nov 7, 2025 ▶ 55:11 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Dec 19, 2025 bullish
Prediction Held up
Perret: Plaid will build tools for consumer AI data linking
“Our job as it relates to AI is like, let's build tools that allow consumers safely to link their data with agents. Then let's build tools that allow those agents to take the proper actions, be that just analyzing data or be that actually moving money or someth…”
Zach Perret Dec 19, 2025 ▶ 25:05 How AI Will Transform Fintech In 2026
Dec 31, 2025 positive
Prediction Not checkable as stated
Kim: AI-to-AI interactions will broker net new human relationships and conversations
“What happens when I'm okay with my AI coming to your AI, my guy talking to your guy, and say, look, have you checked in on him? Do you want to talk about ABC? I think those would be an opener for net new relationship, net new conversations that we wouldn't hav…”
Bryan Kim Dec 31, 2025 ▶ 7:58 AI in 2026: 3 Predictions For What’s To Come (a16z Big Ideas)
Mar 6, 2026 neutral
Insight
Cannon-Brookes: Enterprise AI agent adoption is a design problem, not technology
“These are all, I would argue, a fundamental foundational design and experience problem. They're not a technology problem, right?”
Mike Cannon-Brookes Mar 6, 2026 ▶ 49:17 Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
Mar 10, 2026 bullish
Prediction Not checkable as stated
Moore: Every Tech Company Will Eventually Become an Agent Company
“I think that this is what's gonna happen with agents, where ultimately, like, every tech company was a dot com company. Like, I think ultimately every AI company and then every tech company is going to be an agenda company, because that's just where the models…”
Olivia Moore Mar 10, 2026 ▶ 33:51 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Apr 1, 2026 positive
Insight
Jennings: AI changes tech work from linear execution to managing background agents
“The biggest shift, myself included, I have, you know, countless agents running right now that I have to go check on, ah, it's not it's less of a linear workflow, and it's more of like, in the background, there's 10 or 20 agents who are doing a whole bunch of s…”
Owen Jennings Apr 1, 2026 ▶ 10:52 How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show
Apr 6, 2026 bearish
Prediction Not checkable as stated
Yang: Task-Oriented Apps Will Decline Before Entertainment Apps
“I think the ones that are gonna dive first or, like, maybe get less usage first is, like, apps that you're just opening to try to complete a task. Like, you actually are trying to do something, you know. Like, apps that you're opening to, like, get entertainme…”
Peter Yang Apr 6, 2026 ▶ 6:40 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Apr 6, 2026 bullish
Prediction Not checkable as stated
Acharya: Consumer Software Will Feature Dual Interfaces for AI Agents and Humans
“Two, I think that a lot of the products will have a sort of, you know, it'll have an API interface for your agents to interact with or for, you know, for transactional sort of rote things. And then it'll have like a consumption based interface as well. So you …”
Anish Acharya Apr 6, 2026 ▶ 25:30 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Apr 6, 2026 bullish
Prediction Not checkable as stated
Yang: Slack will remain durable as a control plane for AI agents
“I don't think, I feel like Slack has a lot of legs, because Slack can also be the place where you talk to the agents themselves.”
Peter Yang Apr 6, 2026 ▶ 12:55 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Apr 6, 2026 positive
Prediction Not checkable as stated
Acharya: AI will handle emotional office communications and negotiations
“Maybe the future of this is that a lot of that emotional subjective work gets handled. And we're sort of guiding the process, but not in the middle of it in a way that just doesn't suit us as humans.”
Anish Acharya Apr 6, 2026 ▶ 18:57 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Apr 8, 2026 bearish
Prediction Not checkable as stated
Sinofsky: Autonomous AI action remains costly until non-determinism is solved
“Until the whole, like, non-reproducible, non-random element of this AI stuff goes away, the doing stuff is gonna get very costly.”
Steven Sinofsky Apr 8, 2026 ▶ 7:59 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 negative
Insight
Levie: AI agent security risks are 1,000x greater than human employees
“The risk is like a thousand times greater. Like these people, like they will just leak your information whenever they want. Like they will happily just go and send some email to somebody because they got prompt ejected.”
Aaron Levie Apr 8, 2026 ▶ 20:56 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 bullish
Prediction Not checkable as stated
Levie: AI agents will outnumber human software users by 100x to 1,000x
“If you have a hundred or a thousand times more agents than people, then your software has to be built for agents, and then what is the way that those agents are going to interact with your system? It's going to be through an API or a CLI.”
Aaron Levie Apr 8, 2026 ▶ 1:01 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 bullish
Prediction Not checkable as stated
Levie: AI agents with spending budgets will unlock new internet business models
“You do give these agents, you know, a budget and a protocol to work with, and all of a sudden you're like, oh, Like, on the fly, they can go get medical research for some deep research tasks they're doing, and I'll pay, like, three dollars for that, and the ag…”
Aaron Levie Apr 8, 2026 ▶ 42:03 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 negative
Insight
Levie: AI agents cannot be governed like human employees
“So you can't fully treat them like humans because here's the thing. And with regular humans, you don't get to look at the Slack channel of the person that, that is working with you or working for you. You don't get to log in as them. You don't get to oversee t…”
Aaron Levie Apr 8, 2026 ▶ 19:35 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 positive
Disclosure
Levie: Box is building an AI agent that writes code dynamically
“We have an agent that, that we're working on where you, it just makes a determination whether it should use an existing skill, it should be using an existing tool from Box, or it should write code to solve that problem”
Aaron Levie Apr 8, 2026 ▶ 9:54 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 negative
Insight
Sinofsky: CIOs fear AI agent integrations will break enterprise systems
“Their fear is, like, unleashing, not just the agents themselves, but humans to do integration. Because you put, People creating new integrations. And you just say, please break my system of record.”
Steven Sinofsky Apr 8, 2026 ▶ 15:08 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 neutral
Prediction Not checkable as stated
Levie: Enterprise AI agent integrations will remain read-only for years
“I think we have a read only version of this for a number of years before”
Aaron Levie Apr 8, 2026 ▶ 15:34 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 neutral
Prediction Not checkable as stated
Casado: Enterprise software layers will persist despite AI agent proliferation
“I don't think that we're, I think, like, systems are going to continue to be used in fairly similar ways. Maybe there's more agents using them, but I don't think they're going to evolve as much.”
Martin Casado Apr 8, 2026 ▶ 38:27 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 bullish
Prediction Not checkable as stated
Casado: 2026 will be the year of AI computer use over coding
“And now this year is going to be the year of computer use. So it's almost like they're much more like humans using computers than them generating code”
Martin Casado Apr 8, 2026 ▶ 9:27 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 bullish
Prediction Not checkable as stated
Sinofsky: Technical barriers to orchestrating AI agents will quickly evaporate
“Right now, you have to be an absolute, you have to be a rocket scientist and the growth marketing person to create 42 agents and spin them all up and do all of this stuff. But the rocket science part of it just Is going to evaporate in very short order.”
Steven Sinofsky Apr 8, 2026 ▶ 8:32 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 positive
Insight
Casado: Enterprise AI agents should be treated as separate human identities
“You know, we've actually built in a lot of these permission systems. You have to treat it like a human. As a separate human, and then instead of like building another auth layer”
Martin Casado Apr 8, 2026 ▶ 18:31 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 positive
Insight
Casado: AI agents select software based on core performance, not interfaces
“And at the end of the day, like, it's the semantics that end up mattering a lot more, right? And so, like, the agents, in my recollection, or in my experience, are very, very good at picking the right Back end for whatever they're doing. So they don't, they're…”
Martin Casado Apr 8, 2026 ▶ 34:02 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 positive
Prediction Not checkable as stated
Sinofsky: Multi-agent networks will soon consolidate into broader domain agents
“Where we are with agents is just at this step where you think you need 50 and the abstraction layer is such that we're dividing up in these really small pieces with one super smart person coordinating them all and pretty soon that, that whole thing is just gon…”
Steven Sinofsky Apr 8, 2026 ▶ 7:29 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026
Insight
Levie: AI agents face no cognitive limits in software usage
“An agent that is going to use tools and APIs and be able to code things doesn't have any of the same constraints that we have”
Aaron Levie Apr 8, 2026 ▶ 10:52 Box CEO on the AI Adoption Gap | The a16z Show
Apr 13, 2026
Disclosure
Jessie Genet loaded full homeschool curriculum texts into her custom AI agent
“What I did when I first spun up my first homeschool agent is I actually fed them the text of these books. So I actually either took photos of the pages or I was able to find PDFs online of, like, the full text of the book. So I didn't say, like, what should we…”
Jessie Genet Apr 13, 2026 ▶ 11:47 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026 bullish
Prediction Not checkable as stated
Jessie Genet: Complex AI agent setups will become broadly approachable within months
“Anything I'm doing, if it feels a little difficult now, It will be so approachable in a matter of mere months, if not weeks”
Jessie Genet Apr 13, 2026 ▶ 25:43 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026
Insight
Jessie Genet: Converting multimodal input to text efficiently builds AI agent logs
“The quickest way to a great log is to somehow get it turned into language, like, to text.”
Jessie Genet Apr 13, 2026 ▶ 16:42 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026 positive
Insight
Jessie Genet: AI output improves when humans are removed from the loop
“That's the thing that we have to get used to as humans. Is, is it's, we have to get used to this. Obviously, when we're no longer in the you loop, it's better. Not worse, you guys. So, so that's the thing we have to get used to.”
Jessie Genet Apr 13, 2026 ▶ 22:30 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026 bullish
Prediction Not checkable as stated
Jessie Genet: Millions of people will soon affordably replicate personal AI fleets
“So I'm very bullish in the medium term that this stuff is very accessible. That this stuff does not have to be expensive, and that many people, millions of people could replicate the results I'm having.”
Jessie Genet Apr 13, 2026 ▶ 26:35 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026 positive
Disclosure
Jessie Genet's AI agents autonomously code software while she parents full-time
“That's when I realized, like, I can build agents who actually code for me while I'm hanging out with my kids. That, that was a complete game changer.”
Jessie Genet Apr 13, 2026 ▶ 4:25 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026
Disclosure
Jessie Genet's AI agent overrode rules and sent emails from her inbox
“I did give an agent who I'm trying to train to be like an EA style agent actual access to my email inbox. I felt that I had provisioned it properly and given it rules in its soul about never impersonating me. And I had. I had, in fact, done that. But later, li…”
Jessie Genet Apr 13, 2026 ▶ 30:15 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026
Assertion Not checkable as stated
Jessie Genet's AI agents autonomously train and context-load newly spawned agents
“When they spin up an agent themselves, none of that time is wasted. They give the agent all of our team docs. All of the contacts on myself and my husband, our children's lives, the new agent knows all of that. I don't have to feed any information. They take c…”
Jessie Genet Apr 13, 2026 ▶ 22:55 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026
Disclosure
Jessie Genet's AI agent generates lesson plans using photos of home inventory
“And then I've also taken photos of all of the educational materials I own, like Montessori bees and these types of things. So my agent will send me a completed lesson plan, including photos of things I own in my own cabinet to pull out.”
Jessie Genet Apr 13, 2026 ▶ 13:20 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026
Insight
Jessie Genet: AI agents should run on hardware isolated from personal files
“It's not about needing a Mac mini. It is about needing a computer that is isolated from your personal files.”
Jessie Genet Apr 13, 2026 ▶ 28:46 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026 positive
Insight
Jessie Genet: Restrict AI agents via hard system permissions, not soft prompts
“Provision your agent to not be able to do things that you don't want it to do. Not like, just tell it don't. Provision it so that it cannot.”
Jessie Genet Apr 13, 2026 ▶ 33:15 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026
Insight
Jessie Genet: Photos plus voice notes replace video for cheaper AI context
“Photos actually are easier for them. Like, if I take a couple photos, and then a voice note, It's serving a very similar purpose to a video, but it's much easier, and therefore cheaper, for them to transcribe it, or like to make a log.”
Jessie Genet Apr 13, 2026 ▶ 17:17 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 13, 2026 positive
Insight
Jessie Genet: Prompting AI agents with curated literature prevents generic stock outputs
“The homeschool one was the most obvious one to me, because I was like, I want you to literally, like, use this curriculum or use this book as a reference point, but then I noticed how well it worked, and I was like, okay, what if I take this agent over here th…”
Jessie Genet Apr 13, 2026 ▶ 38:32 Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
Apr 28, 2026 negative
Insight
Sinofsky: AI agents do not solve enterprise legacy system integration
“And this, the thing that's not different about AI, and that agents don't fix, that nothing fix, is that any enterprise of a thousand people or more, or that's older than 10 years, is just a mass of stuff that's sitting there waiting to be integrated. And you c…”
Steven Sinofsky Apr 28, 2026 ▶ 0:35 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
Apr 28, 2026 positive
Insight
Casado: Software design is shifting to treating AI as a user
“What we're seeing instead is instead of viewing AI as software, like just view it as a user. And so instead, like take your product Make it a CLI tool and then have the AI be an agent that actually uses this. You're not fusing the two. You're just making it mo…”
Martin Casado Apr 28, 2026 ▶ 9:45 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
Apr 28, 2026
Prediction Not checkable as stated
Levie: AI agents will prefer APIs over GUI navigation when available
“I would just say that, that, that any software that has a good API, the agent would absolutely prefer To use the API.”
Aaron Levie Apr 28, 2026 ▶ 31:00 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
Apr 28, 2026 bearish
Prediction Not checkable as stated
Sinofsky: SaaS products will collapse under 500x traffic from AI agents
“We have 10,000 people hitting our SaaS system today, and we've got it all working, and it's all great, but now we're gonna have 10,000 new people, which are the agents for each of those 10,000 employees, and they're actually hitting it 500 times as much. Okay,…”
Steven Sinofsky Apr 28, 2026 ▶ 39:18 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
Apr 28, 2026 negative
Insight
Levie: AI agents fail in enterprises without human social workarounds
“So if agents just get the exact same permissions that you had, then they'll just run into these walls everywhere and they won't be able to complete the process. And unlike a human, they're not going to know to go talk to Sally or ask the question of Bob. So th…”
Aaron Levie Apr 28, 2026 ▶ 15:51 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
Apr 28, 2026 neutral
Opinion
Casado: AI agent query loads require standard caching, not new architecture
“I don't know if having more agents is that big of an architectural shift. I just feel like we understand, like, whatever, if it's read only data, you cache it, you know, like all the state Issues are around mutable, mutable globally shared state. We understand…”
Martin Casado Apr 28, 2026 ▶ 40:58 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
Jul 7, 2026
Insight
Sinofsky: Exception handling is the central challenge for AI agents
“This notion of exception handling is just the root of the challenge with agents, which is almost everything interesting in an enterprise is an exception.”
Steven Sinofsky Jul 7, 2026 ▶ 30:39 Software in the Age of Agents | The a16z Show
Jul 7, 2026
Insight
Amble: Software value shifts to data and logic in agentic architectures
“The UI doesn't matter because the agent isn't accessing the software via the UI. We could unpack whether the UI matters or not, but in the idea of it, that being headless is the data, the Logic, everything stored below it is really where the value is, not just…”
Seema Amble Jul 7, 2026 ▶ 2:48 Software in the Age of Agents | The a16z Show
Jul 7, 2026 negative
Opinion
Sinofsky: Current AI agents are just programs that take too long
“Like first you have this, you have a agent, which is far as I can tell right now is also a new word for program that takes a very long time to run and might not finish.”
Steven Sinofsky Jul 7, 2026 ▶ 7:15 Software in the Age of Agents | The a16z Show
Jul 29, 2026 positive
Disclosure
Overtoom: Lassie charges five figures for an agent doing 30 hours monthly
“We are already charging five figures for kind of like this first agent that only does 30 hours of labor a month.”
Stein Overtoom Jul 29, 2026 ▶ 16:17 “Every small business should run itself” | Lassie with a16z
Jul 30, 2026
Disclosure
Sreenivas built a personal AI agent to gather context for executive decisions
“However, the bottleneck, I realize, at least for a lot of the work that I do, is business context, right? There's a lot of context for every idea around, okay, the constraints that we have, the goals that we're going for, and things like that that is difficult…”
Ashwin Sreenivas Jul 30, 2026 ▶ 1:07:29 How Decagon Runs 90% of Its Agents on Open-Source Models
Jul 30, 2026 positive
Prediction Not checkable as stated
Sreenivas: AI Agents Will Not Eliminate CRMs or Auxiliary Software
“Now, to the point of, Does that mean CRMs go away? I mean, my answer is no, because if you had you know, if you have a company today where your concierge is a human being, they still write your info on a CRM so that they can track it for later. So, and I think…”
Ashwin Sreenivas Jul 30, 2026 ▶ 1:05:25 How Decagon Runs 90% of Its Agents on Open-Source Models
Jul 30, 2026 bullish
Opinion
Zhang: CRMs could thrive as source-of-truth databases for AI agents
“I actually think CRMs could do quite well. They'll, they'll be slightly different in the sense of, like, CRMs are kind of databases in a way, and, you know, the frustration people have with them sometimes is that the interfaces are not really difficult to use,…”
Jesse Zhang Jul 30, 2026 ▶ 1:06:07 How Decagon Runs 90% of Its Agents on Open-Source Models
Jul 30, 2026 neutral
Opinion
Sreenivas: AI agents cannot yet decide what to build or exercise taste
“There are still things, I don't quite yet think we're at the point where we can have the AI agents make decisions on what to build, and kind of have that the taste of, is this done yet? Right? So we can outsource a lot of specific execution steps, but I don't …”
Ashwin Sreenivas Jul 30, 2026 ▶ 52:53 How Decagon Runs 90% of Its Agents on Open-Source Models
Jul 30, 2026 bullish
Opinion
Zhang: AI agents should handle every customer interaction as business front doors
“An AI agent should just be the front door of your business, of your brand, and every interaction, whether it's like reactive or proactive with a customer should be handled by AI.”
Jesse Zhang Jul 30, 2026 ▶ 51:23 How Decagon Runs 90% of Its Agents on Open-Source Models
Jul 30, 2026 positive
Insight
Sreenivas: AI agents across support and sales fundamentally execute business processes
“The thing that we built and we kind of built this intentionally from the start was not an agent that does customer support well, but rather an agent that follows business process well. And executing on operational workflows, doing sales lead qualifications, an…”
Ashwin Sreenivas Jul 30, 2026 ▶ 49:21 How Decagon Runs 90% of Its Agents on Open-Source Models
Aug 9, 2026 neutral
Disclosure
Massa: Kavak's org consists of teams building, supporting, or executing for AI
“The way it looks like now is very flat teams, very senior teams, super empowered. If you look at a team, you'll have engineering, AI, like operations, like everything. And they're either building the agents, working for the agents, or being in the physical wor…”
Ale Massa Aug 9, 2026 ▶ 23:02 Kavak's Playbook for Rebuilding a Company Around AI
Aug 9, 2026 positive
Assertion Not checkable as stated
Massa: Kavak Uses AI Agents as Managers Over Human Workers
“And then if you look at Kavak now, any process, it's really a collaboration of, Agents and humans, and sometimes like agents are the bosses or of humans, and sometimes humans are designing the agents.”
Ale Massa Aug 9, 2026 ▶ 22:13 Kavak's Playbook for Rebuilding a Company Around AI
Aug 9, 2026 bullish
Disclosure
Kavak measures the specific ROI of individual tokens used by AI agents
“Level tier three tokens, the most valuable. Are this agents where you can get the ROI of each specific token? And I can do that now. That's great news for me because I'm growing. And because I know the ROI of each token, because it goes to agents that are perf…”
Ale Massa Aug 9, 2026 ▶ 27:08 Kavak's Playbook for Rebuilding a Company Around AI
Aug 9, 2026 positive
Disclosure
Kavak Spawns a Dedicated Agent with Its Own VM per Customer
“So when a customer comes in right now agent will get spawned specifically for this customer with its own virtual machine. It will remember years of interaction of these customers with Kavak, what they visited in the webpage or like Call they had two years ago.”
Ale Massa Aug 9, 2026 ▶ 3:44 Kavak's Playbook for Rebuilding a Company Around AI
Aug 9, 2026 positive
Assertion Not checkable as stated
Massa: Kavak Mechanics and Finance Staff Ship Production AI Agents Within Weeks
“So we train everyone, and after six weeks, they launch state-of-the-art agents, AA agents to production. And it's mechanics and finance guys and engineers, like, everyone can do it.”
Ale Massa Aug 9, 2026 ▶ 21:05 Kavak's Playbook for Rebuilding a Company Around AI
Aug 9, 2026 negative
Insight
Handing AI Failures to Tier-Two Support Fails Without Closed Feedback
“Most of these agentic systems in production right now, like large scale agentic systems, usually if an agent hits a wall or can't perform anymore, it'll like send the, this case or this customer to a tier two support and forget about it. That doesn't really wo…”
Ale Massa Aug 9, 2026 ▶ 24:15 Kavak's Playbook for Rebuilding a Company Around AI
Aug 9, 2026 neutral
Assertion Not checkable as stated
Kavak instantiates between 100,000 and 200,000 AI agents daily
“Every day between a 102 100,000 agents get instantiated in a day. They wake up, they work sometimes for three minutes, sometimes for eight hours, sometimes for three days, and they like set an alarm clock for their next task and to go back to sleep.”
Ale Massa Aug 9, 2026 ▶ 8:32 Kavak's Playbook for Rebuilding a Company Around AI
Aug 9, 2026 positive
Assertion Not checkable as stated
Kavak: Experimental AI Branch Manager Increased Profits by 50%
“The goal of the first month was to double the profits of Cuernavaca. It didn't reach it, but it was 1.5 X, like 50% more profits just by managing the city, which is, it's crazy, right?”
Ale Massa Aug 9, 2026 ▶ 16:54 Kavak's Playbook for Rebuilding a Company Around AI
Aug 9, 2026 positive
Assertion Not checkable as stated
Kavak AI Agents Handle 96% of Interactions and 95% of Transactions
“90, like 96% of all interactions are handled by agents. So, so no humans there. Like 95% of all transactions are completely handled by agents.”
Ale Massa Aug 9, 2026 ▶ 8:05 Kavak's Playbook for Rebuilding a Company Around AI
Aug 11, 2026 negative
Opinion
Acharya: Organizational management handled by product managers should be automated
“Just the whole organization layer, which a lot of product managers historically did, should not be human.”
Anish Acharya Aug 11, 2026 ▶ 37:17 Garry Tan: New Rules for Founders
Aug 11, 2026 positive
Insight
Tan: A markdown file is an employee that executes tasks perfectly
“A markdown file is an employee. And it's an employee that will do the job perfectly every single time. And it'll do it like as many times as you want.”
Garry Tan Aug 11, 2026 ▶ 24:03 Garry Tan: New Rules for Founders
Aug 11, 2026
Assertion Not checkable as stated
Tan: Operating AI agents at full strength costs $50K-$100K annually
“It costs, I don't know, 50 or a 100,000 dollars a year to, like, use the agents at full strength, like, full 150 IQ.”
Garry Tan Aug 11, 2026 ▶ 23:09 Garry Tan: New Rules for Founders
Aug 11, 2026 bullish
Assertion Not checkable as stated
Tan: Companies can reach $15M ARR in four months with two people
“Literally, you can go from zero to 15 mil ARR in about four months with, like, two or three people and, like, hundreds of agents. Like, you know, a few hundred skill files.”
Garry Tan Aug 11, 2026 ▶ 26:13 Garry Tan: New Rules for Founders
Aug 17, 2026 positive
Insight
Gaybrick: AI agents can easily navigate stablecoin payment frictions that deter humans
“And stable coins are today relatively unergonomic. So if you're a human, you know, you have to go jump through a bunch of hoops. But if you just give an agent a budget, they can easily, you know, take dollars, move into stables, or, you know, just use a shared…”
Will Gaybrick Aug 17, 2026 ▶ 36:27 Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
Aug 28, 2026 bullish
Prediction Not checkable as stated
Raghuram: AI agents for knowledge workers will multiply compute demand tenfold
“There are over a billion knowledge workers in the world, right? And with that, it's a long ways to go for that demand. And by the way, the work that they do, all this workflow and automation, So on, and then you get to the back office, which is all the agents.…”
Raghu Raghuram Aug 28, 2026 ▶ 18:40 Why Top Founders Are Racing Into AI Infrastructure
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