agent

also referred to as: agents

7 statements across 6 episodes · 3 bullish · 2 bearish · 4 people on the record · first statement Sep 23, 2024 by Nikesh Arora · across every show →

Everything said about agent, oldest first

Sep 23, 2024 neutral
Prediction Not checkable as stated
Arora predicts 5 million apps will become AI agents within 10 years
“I think five million apps will be redesigned in the next 10 years. They all become agents.”
Nikesh Arora Sep 23, 2024 ▶ 28:00 Nikesh Arora | All-In Summit 2024
Jan 4, 2025 bullish
Prediction Not checkable as stated
Baker predicts 2025 will be the breakout year for AI agents
“2025 is going to be, I think, the year of agents, particularly in the second half.”
Gavin Baker Jan 4, 2025 ▶ 1:23:37 2025 Predictions: Tech, Business, Media, Politics!
Mar 29, 2025 bearish
Prediction Not checkable as stated
Baker: Compute constraints will delay widespread continuous AI agent usage
“In a world where we all have agents doing things for us all day long, it's going to be a long time before we have enough compute in the ground for that to be a really, really widespread reality.”
Gavin Baker Mar 29, 2025 ▶ 21:11 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Mar 29, 2025 neutral
Assertion Supported
Baker: OpenAI explored pricing initial agents at $2K to $20K monthly
“OpenAI was talking about pricing their first agents at 2000 to 20,000 dollars a month.”
Gavin Baker Mar 29, 2025 ▶ 21:25 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Mar 19, 2026 bullish
Prediction Not checkable as stated
Huang: Every software engineer will manage 100 AI agents
“And I'm, I think that every engineer is going to have a hundred agents.”
Jensen Huang Mar 19, 2026 ▶ 26:47 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Apr 24, 2026 bearish
Insight
Friedberg: AI agents enable enterprises to replace vertical SaaS internally
“And what's happened in the last year in particular is agents have become so good and so fast and so cheap that many enterprises can simply spin up an alternative to a vertical SaaS solution.”
David Friedberg Apr 24, 2026 ▶ 23:41 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
Sep 4, 2026 positive
Prediction Not checkable as stated
Friedberg: Cyber defense will outpace offensive AI agents as infrastructure becomes dynamic
“The reality of the world of tomorrow, which is starting today, is that all of cyber defense, all of software infrastructure, software architecture is moving towards this dynamic state. Where the code will be generated on the fly, the code will be dynamic, it w…”
David Friedberg Sep 4, 2026 ▶ 32:48 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
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