Agentic Applications

topic on 3 shows · 4 statements across 4 episodes

the Neon Show the Official SaaStr Podcast 20VC

4 statements about Agentic Applications, every show

20VC Insight
Katz: Revenue durability is the single biggest risk for AI applications
“If you were to come down to one, if you were to say this, what's the single biggest risk would be durability of revenue because the switching costs that you and I talked about are very high for infrastructure software. The switching costs can be very low for a…”
Aaron Katz Aug 31, 2026 ▶ 4:12 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
NEON SHOW Prediction Not checkable as stated
Kumar: Agentic AI apps in cloud will require increased data protection
“These agentic applications in the cloud will also need, you know, protection, right? And if at all, we'll need more of it because the chances of things going wrong could be higher, right? You can imagine, right? With all the stuff happening in an agentic world…”
Poojan Kumar May 10, 2026 ▶ 12:16 How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
20VC Prediction Not checkable as stated
Sivulka: Agentic AI will generate over 50% of global GDP within decades
“I ultimately, genuinely believe that more than 50% of the GDP will be contributed by what you can call agentic applications in the next few decades, yeah. I actually think it'll happen faster than the next few decades.”
George Sivulka Jan 22, 2025 ▶ 29:57 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
SAASTR Prediction Not checkable as stated
Ram: Agentic AI will synthesize multi-product enterprise workflows
“And so, agentic applications will just take this even further, where they'll synthesize all these products and allow me to prepare for The day and my day involves all of these things, but with a larger objective, which is to deliver the product on time.”
Mahesh Ram Jan 17, 2025 ▶ 17:25 Going Multi-Product in the Age of AI with CPOs of Webflow, Rubrik, Zoom, and ProductBoard

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