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AI models and agents

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 10, 2026 by Chamath Palihapitiya · across every show →

Everything said about AI models and agents, oldest first

Jan 10, 2026 bearish
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
Mar 13, 2026 positive
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
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