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
Dec 16, 2023 bullish
Sep 24, 2024 negative
Nov 20, 2024 positive
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…”
Nov 21, 2024 neutral
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…”
Nov 21, 2024 positive
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…”
Dec 20, 2024 bullish
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.”
Dec 23, 2024 bullish
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,…”
Jan 14, 2025
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…”
Feb 14, 2025 bullish
Mar 7, 2025 bullish
Mar 7, 2025 bullish
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…”
Mar 7, 2025 bullish
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, …”
Mar 15, 2025
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…”
Mar 20, 2025
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…”
Mar 20, 2025 neutral
Mar 20, 2025
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…”
Mar 20, 2025
Mar 21, 2025 bullish
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…”
Mar 21, 2025 bullish
Apr 3, 2025 bearish
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…”
Apr 3, 2025 bullish
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…”
May 2, 2025
May 2, 2025 bullish
May 2, 2025
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…”
May 2, 2025 neutral
May 2, 2025 bullish
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…”
May 2, 2025 negative
May 2, 2025 bullish
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…”
May 2, 2025
Jun 16, 2025 neutral
Jun 23, 2025 bullish
Jun 23, 2025 positive
Jun 26, 2025 positive
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…”
Jun 27, 2025 positive
Jul 9, 2025 bullish
Jul 14, 2025 bullish
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…”
Jul 14, 2025 bullish
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…”
Jul 14, 2025 bearish
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…”
Jul 14, 2025 bullish
Jul 21, 2025
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 …”
Aug 4, 2025 neutral
Aug 6, 2025 bullish
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.”
Aug 8, 2025 bullish
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…”
Aug 25, 2025 negative
Aug 25, 2025 positive
Aug 25, 2025 negative
Aug 26, 2025 bearish
Sep 17, 2025 positive
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…”
Sep 25, 2025 positive
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…”
Oct 14, 2025 bullish
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…”
Oct 21, 2025 bullish
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…”
Oct 23, 2025 positive
Oct 28, 2025 positive
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…”
Oct 29, 2025 bullish
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.”
Nov 7, 2025 bullish
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…”
Nov 7, 2025 positive
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 …”
Dec 19, 2025 bullish
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…”
Dec 31, 2025 positive
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…”
Mar 6, 2026 neutral
Mar 10, 2026 bullish
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…”
Apr 1, 2026 positive
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…”
Apr 6, 2026 bearish
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…”
Apr 6, 2026 bullish
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 …”
Apr 6, 2026 bullish
Apr 6, 2026 positive
Apr 8, 2026 bearish
Apr 8, 2026 negative
Apr 8, 2026 bullish
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.”
Apr 8, 2026 bullish
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…”
Apr 8, 2026 negative
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…”
Apr 8, 2026 positive
Apr 8, 2026 negative
Apr 8, 2026 neutral
Apr 8, 2026 neutral
Apr 8, 2026 bullish
Apr 8, 2026 bullish
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.”
Apr 8, 2026 positive
Apr 8, 2026 positive
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…”
Apr 8, 2026 positive
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…”
Apr 8, 2026
Apr 13, 2026
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…”
Apr 13, 2026 bullish
Apr 13, 2026
Apr 13, 2026 positive
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.”
Apr 13, 2026 bullish
Apr 13, 2026 positive
Apr 13, 2026
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…”
Apr 13, 2026
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…”
Apr 13, 2026
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.”
Apr 13, 2026
Apr 13, 2026 positive
Apr 13, 2026
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.”
Apr 13, 2026 positive
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…”
Apr 28, 2026 negative
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…”
Apr 28, 2026 positive
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…”
Apr 28, 2026
Apr 28, 2026 bearish
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,…”
Apr 28, 2026 negative
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…”
Apr 28, 2026 neutral
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…”
Jul 7, 2026
Jul 7, 2026
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…”
Jul 7, 2026 negative
Jul 29, 2026 positive
Jul 30, 2026
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…”
Jul 30, 2026 positive
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…”
Jul 30, 2026 bullish
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,…”
Jul 30, 2026 neutral
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 …”
Jul 30, 2026 bullish
Jul 30, 2026 positive
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…”
Aug 9, 2026 neutral
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…”
Aug 9, 2026 positive
Aug 9, 2026 bullish
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…”
Aug 9, 2026 positive
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.”
Aug 9, 2026 positive
Aug 9, 2026 negative
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…”
Aug 9, 2026 neutral
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.”
Aug 9, 2026 positive
Aug 9, 2026 positive
Aug 11, 2026 negative
Aug 11, 2026 positive
Aug 11, 2026
Aug 11, 2026 bullish
Aug 17, 2026 positive
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…”
Aug 28, 2026 bullish
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.…”