AI agent
also referred to as: ai agents
37 statements across 28 episodes · 20 bullish · 8 bearish · 18 people on the record · first statement Feb 11, 2023 by Chamath Palihapitiya · across every show →
Everything said about AI agent, oldest first
Feb 11, 2023
Apr 14, 2023 bearish
Friedberg: Software publishing and startups could fade as users generate tools via AI
“I really do believe that at some point, the whole concept of publishers and publishing maybe goes away. Where, you know, much like we saw so much of the content on the internet today being user generated, you know, most of the content is made by individuals po…”
Apr 14, 2023 neutral
Apr 21, 2023 negative
Chamath: An AI company replaced a third of its workforce with AI
“I was flying home with somebody on Saturday. I won't say who it is, but they are right at the bleeding edge of a lot of this AI stuff. And they let go a third of their company, replaced it with an agent within six weeks of training it.”
Mar 16, 2024 bullish
Chamath: AI agents will power millions of single-person companies in the future
“I think you find that there'll be millions of companies with one person and then a whole layer of software and conductors and agents and bots. That's the future. So you won't have these engineering people. That person should be running their own company. And s…”
Apr 5, 2024 bullish
Aug 30, 2024 neutral
Sep 15, 2024 bullish
Sep 15, 2024 bullish
Sep 27, 2024 bullish
Oct 3, 2024 bearish
Oct 18, 2024 bearish
Chamath: App UI real estate will become worthless in an agentic future
“In the future, none of this UI real estate is actually worth anything. The question is, do you have a data asset that's valuable or do you do a service that's viable? Because agentically, there'll be all of these unemotional bots and workflows doing this work …”
Feb 15, 2025 bullish
Mar 29, 2025 bearish
Palihapitiya: Scaled AI agents will drop software operational costs by 100x
“I think what you're seeing is that if these agents can scale, The OPEX, the actual load of making something will go down by an order of magnitude, and that is, and maybe even two orders of magnitude. That is incredibly disruptive because the existing incumbent…”
May 3, 2025 bullish
Jan 14, 2026 bullish
Jan 23, 2026 bullish
Jan 25, 2026 bullish
Jan 25, 2026 negative
Jan 25, 2026 positive
Allaire: Managing AI agents is essential to becoming a better corporate leader
“If you're a great manager at Circle, probably one of the best things that you can learn how to do is manage AI. And so, you know, invest in how you manage AI and AI agents. Actually, that's how you might actually become a better manager and leader through that…”
Jan 31, 2026 bullish
Jan 31, 2026 bullish
Feb 10, 2026 bearish
Feb 13, 2026 bullish
Feb 13, 2026 bullish
Mar 11, 2026 positive
Palihapitiya predicts AI agents will generate real-time corporate financial dashboards
“You can have software that's so vibrant that it can just, Jason, release a stream and there'll be people that have, you know, developed agents and developed these AIs that will just process all of that and they will then Publish out a dashboard, and the whole …”
Mar 19, 2026 bullish
Mar 23, 2026
Srinivas: Automating web workflows requires AI that natively controls browsers
“Until the whole world is organized around CLIs and tools. There's still a lot of tasks we have to do manually on the web, on the browser, open tabs, fill up forms, click on things, upload stuff. All that stuff, if you want to automate, you need a browser. You …”
Mar 27, 2026
Sacks: AI agents will still require visual UIs and dashboards
“Even though I think that you'll just increasingly tell your agent what to do instead of be clicking around or, you know, touching the screen, you still need a dashboard or a user interface to like check on it and just see readouts of information.”
May 1, 2026
Jun 5, 2026 negative
Jul 14, 2026 bullish
Jul 14, 2026 positive
Junestrand: AI is moving from augmenting legal work to executing end-to-end tasks
“What's really interesting about, especially the agents following the release of Opus. 4.5 and 4.6 is they can now start to do really intelligent case strategy, and they can actually start to combine the witness statements, the cases, and they can really do end…”
Aug 29, 2026 neutral
Aug 29, 2026 positive
Aug 29, 2026 neutral
Sacks: Most Agent Actions Will Occur Outside Native SaaS Platforms
“I mean, look, I think that SaaS products can offer their own agents, and they can offer their own AI and copilots and all that, but I think the reality is, Is that most of the action with agents is going to happen outside those products and simply want to inte…”