Sankar: Agentic AI use cases took off after reasoning models dropped
“All kinds of agentic use cases, which really started becoming a thing after the reasoning model dropped.”
Tae Kim: Agentic AI growth in next 6-9 months will exceed expectations
“Right now Agentsic AI is taking off, and the next six, nine months are going to be bigger than anyone believes”
Feldman: Agentic AI workflows are driving CPU demand through the roof
“And so, as we do more and more AI work, and more and more agentic work, we're making more and more calls to CPUs, and therefore the demand for CPUs is through the roof.”
Wang: Agentic AI Inverts Research Time From Coding to Debugging
“We used to spend lots of time coding, a little bit of time just debugging, but now we let the agent do most of the coding, but we spend most of time debugging, which seems to be definitely interesting to me”
Cook: Mobile apps will consolidate to 2-4 agentic AI interfaces
“We're going from a world in which you have 60 to 80 apps to an agentic AI world where you've got a lot fewer than that. Two, three, four apps where everything else plugs in as an API or an MCP.”
Liang: Agentic AI will drive a wave of mid-sized distributed data centers
“And I think you're going to see this new wave of companies that are doing distributed data centers, right? So these data centers are mid-sized, right? They're mid-sized, and it's going to be even more important as you go into this agentic world”
Woods: Building AI agents is a distraction before mastering foundational skills
“People hear about building agents, like, oh, I gotta build an agent. For most people, that's a distraction. I really think of AI adoption like dominoes. If you stand them up and line them up correctly, How do you knock them all down? You just tap the first one…”
Vijayavargiya: Enterprise software is shifting from dashboards to autonomous AI in action
“So what was happening prior to sort of, you know, you can say, like, The current AI native revolution that we are going through is, it was more visibility. Then came the little bit of analytics, right? Like, you know, people were analyzing, there were dashboar…”
Ross: Agentic AI drives exponential growth by delegating tasks to other AIs
“AI is really good at using AI. And that's really what agentic is, right? So humans benefit from using AI. So does AI. Just like you would do research about me before I show up on your show, AI is going to kick off a job doing research on different tools it's g…”
Roy: AI Lab IPO Narratives Will Suffer as Cheaper Models Suffice
“And I do firmly believe overall utilization of models and agentic AI is going to be just, you know, like exponential, but the core IPO story, I think, takes a huge hit from this. So I think, like, the advantage of having something far superior for a short amou…”
Srinivasa: Erie uses background agentic AI to prompt claims adjusters
“In near real time, this is an AI agent, call it an agentic AI, which is running behind the scene, listening into every conversation about your claim. And it is acting upon it and prompting you to do certain things.”
Blindly extrapolating recent enterprise AI compute demand is a flawed strategy
“Even though I believe strongly that agentic AI will kind of, like, have a massive impact on the world, and certainly the enterprise, I don't know, all these compute stories really push around, let's just blindly extrapolate over from the last six to eight mont…”
Huang: Reasoning and agentic AI drive compound 10,000x increase in compute
“When we went from generative to reasoning, the amount of computation we needed was about a hundred times. When we went from reasoning to agentic, the computation is probably another hundred times.”
Roy says agentic AI means giving tools to figure out execution.
“Agentic AI is not like a process flow diagram. It's giving it a set of tools and letting it go figure out what to do and actually go do it.”
Roy argues system architecture, not foundation models, drives agentic AI progress.
“Like the architecture side of how people are approaching these kinds of agentic workflows is getting solved. I think that's the big thing. And It's not at the model level that models are helping, but it, and it's, yeah, it's the, it's not the product actually.…”
Roy: Agentic AI will become genuinely practical and real in 2026
“I think agentic AI, what it actually means is going to become real in 2026.”
Rai: Agentic AI will play a big role replacing and augmenting human agents
“So I think agentic AI is going to play a big role and we are working with the team over there. See, wherever there's a human agent involved in doing things, We are trying to see how we can automate or bring that knowledge into a, you know, digital agent.”
Agentic AI combines reasoning with model specialization for complex workflows
“Agentic AI, at least the way we look at it, is the is the bringing together of two of the most powerful forces in generative AI today. One is the power of reasoning, and the other is the power of specialization, and so agentic AI uses reasoning to break comple…”
Reframing generative AI as agentic workflows bridges lab-to-production gaps
“Casting what seems like generative AI problems into agentic problems has allowed us to bridge the gap between the lab and production.”
Van Kroonenburg: Agentic AI Will Automate Quantitative Analysis but Not Qualitative Discovery
“I think most of the analysis will be done with AI, agentic AI, or, you know, something like that. I think if you find interesting information about a, you know, what should be a great new value proposition, it will be so much easier later on to back it up with…”
Sansbury: Autonomous AI agents operating without humans create unmanaged enterprise risks
“The concern, especially as you move from generative to agentic AI, where you have autonomous agents moving through your systems doing stuff without checking back in with a human, I think it creates risks that we haven't got our hands around yet.”
Lloyd: Autocomplete has stronger enterprise PMF than agentic AI
“In the enterprise market, I actually think the thing that has most product market fit is like autocomplete. Which is not the sexiest type of AI. So it's not agentic AI. It's like cursor's original product or even co-pilot.”
Harris: Salesforce risks being leapfrogged without fast agentic AI adoption
“If we don't go fast enough in this world of agentic AI, Some competitor will leverage us, leverage it to skip past us, and we're not gonna allow that to happen.”
Horing: Insight Partners holds around 25 commercial agentic AI investments
“We probably have 25 agentic AI bets that we think could be really profound in the commercial markets.”
Fully Probabilistic AI Agent Workflows Will Never Be Economical
“If you approach long workflows completely probabilistically every single time, even if it's stuff you're repeating over and over, if you think about like customer care, agentic AI, it'll never be economical. It'll, it'll only get more and more expensive.”
Helberg: AI Will Drive Companies to Increase Output Rather Than Lay Off Workers
“And I actually think companies will choose, far from laying off workers, I think companies will choose to increase output. Because if they don't, their competitors will.”
Fox predicts agentic search capabilities are the future of Google
“So if you look at something like agentic, right, this is a it's clear that users want to get things done in search, right? They, if you're looking for a hotel, you ultimately want to go book that hotel. If you're looking for a product, you ultimately want to g…”
Ng: AI operates on a spectrum of agency rather than a binary
“And I felt there's a lot of good work, and there was a spectrum of degrees of agency. Where there are highly autonomous agents that could plan, take multiple sets of reasoning, do a lot of stuff by themselves, and then things that were lower degrees of agency,…”
Ng: Agentic AI business progress lags behind marketing hype
“I feel like the marketing hype has gone like that insanely fast, but the real business progress has also been, you know, rapidly growing, but maybe not as fast as the marketing hype.”
Ng: Talent is the biggest barrier to implementing agentic AI workflows
“But what I see is the single biggest Barrier to getting more agentic AI workflows implemented is, is actually talent.”
Ng: Agentic AI is the most important technology trend in artificial intelligence
“And in terms of AI tech trends, if you ask me what's the most important tech trend in AI, I would say Is the rise of agentic AI.”
Agentic AI shifts enterprise spend from software budgets to labor budgets
“When you think about the willingness to pay of the organization, you're shifting from, you know, thinking about your existing software budget to thinking about your budget for labor. So if you're able to, you know, build a tool that, you know, is able to eithe…”
Ramaswamy: Enterprise sales reps must be technical enough to explain agentic AI
“Honestly, you have to be pretty technical today to succeed because your customer is going to ask you about Agent TKI.
You can't white code your way through answering what Agent TKI can do for the customer.
It's hard.”
Roy: Tool calling will be the next decisive battleground in AI
“The next great battle in AI is tool calling. That's where we're going to see the maximum amount, like actually bringing these models and agent and agentic AI. That's all that matters is the ability for an action to understand its concept context and then take …”
Evans: Sentiero requires deeper solutions from agentic startups than co-pilots
“So what ends up happening on the agentic side is the, we tend to require companies to have a much deeper solution than you would in the co-pilot use case.”
Evans: The term 'agentic' AI is currently more hype than reality
“I think, unfortunately, I think the phrase agentic has become overused, and it really is more hype than reality, but I do think there, the core of the shift to agentic is, is really enterprises are looking for demonstrable ROI.”
El-Moursi: BrightHive uses a seven-agent architecture to replicate data teams
“We took seven agents that we've designed, engineered and assigned them very specific tasks and monitor their performance on those tasks, and then created an agentic orchestration layer That orchestrates the them, the seven of them working in unison, just would…”
El-Moursi: Data preparation and pipelines are the key prerequisite for AI agents
“Because once you actually solve for that on-ramp of how to get your data on, how to cleanse it, how to protect it, how to make it usable and create the data pipelines then the agentic piece, you can ask any question, and that's what you're engaging with today …”
Roy: Aaron Levie is the most prolific, high-quality voice on agentic AI
“Aaron Levy, I mean, it's like, I would say probably like the single most quality voice, but also prolific voice on agentic AI as well.”
Gil: All agentic AI products rely on orchestration layers above models
“And it seems like everything that's quote unquote agentic right now is basically doing that, you know, across customer success and code. And you go through every domain that has like a specialized Approach and they always have this sort of orchestration layer …”
Tytunovich: Legacy bot management and IAM platforms are obsolete for AI agents
“Biomanagement platforms and identity and access management platforms have been operating thus far, which is completely irrelevant for the world of agentic AI.”
Morin: 80% of YC Demo Day Batch Was Agentic AI for SaaS CRM
“80% of YC was agentic AI for some SaaS CRM use case.”
Ross: Effective agentic AI requires solving hallucinations first
“I think agentic comes after you solve the hallucination problem because otherwise you've got these long chains where you can introduce hallucinations. It'll kind of work, but it'll work much better after.”
Daniel Dines admits UiPath should have moved into agentic AI earlier
“We should have landed into a genetic six months. Six months earlier, yes, that, that's for sure.”
Bostrom: Autonomous agentic AI is a slightly larger risk than human misuse
“Well, I think they are both worth worrying about. I think with the X risks, I mean, maybe a slightly larger on the AI being the kind of agentic part there.”