AI Models And Agents

topic on 2 shows · 3 statements across 3 episodes

Big Technology All-In

3 statements about AI Models And Agents, every show

ALL-IN Insight
Gerstner: AI agents compete with labor budgets, not IT budgets
“Where the models and the agents on top of them, whether it's Cloud Code, Codex, ChatGPT, they're no longer competing with IT budgets. They're now augmenting labor. They're competing with labor budgets.”
Brad Gerstner Mar 13, 2026 ▶ 30:23 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Kripapuri: Data integrity is the primary blocker for enterprise AI agents
“A lot of this still we feel like is grounded in the fact that organizations still struggle with data integrity, and that is fundamentally what is the primary blocker, right, in terms of like, you know, really AI, I mean, models and agents working and reaching …”
Karthik Kripapuri Feb 11, 2026 ▶ 4:26 Google’s AI Comeback, Enterprise Agents, The Real Path to AI ROI — W/ Promevo CEO Karthik Kripapuri
ALL-IN Prediction Open · timeframe Jan 2031
Chamath: AI agents will cause the enterprise software market to contract aggressively
“And because of the advancement of these models and the advancement of these technological techniques that we are all uncovering, building agents, building systems, I think you're going to see that total economic opportunity shrink and contract aggressively.”
Chamath Palihapitiya Jan 10, 2026 ▶ 43:52 All-In's 2026 Predictions

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