AI agent

“And so, so I think that that's the thing that, that people are going to learn is that they're all going to be CEOs. They're all going to be CEOs of AI agents.”

“Could you provide it at scale in a trustworthy way where people are allocating their credit cards to it? That might take a little longer. Okay, so over under Bill on two years. I mean, I, I'm gonna get you action either way. But what's the test? The demo? I th…”

“You can have a thousand agents working together. You can have one that's making sure that the credit card charge is not too big. You can have another one to make sure that the address is right. You can have another one checking against your calendar. And so al…”

“Over, under, I'll set the line at two years until we have an agent that has memory and can take action. And the canonical use case, of course, that I used was that I could tell my agent, book me the Mercer Hotel next Tuesday in New York at the lowest price. An…”

“We will have better and better models, but I think the next giant breakthrough will be with agents and their actions.”

“The SaaS applications, or biz apps, so let me just speak of our own dynamics thing. The approach, at least, we're taking is, I think the notion that business applications exist That's probably where they'll all collapse, right, in the agent era, because if you…”

“When you think of an AI agent, it turns out the AI agents Is going to exponentially increase compute usage because you now are not even bound by just one human invoking a program. It's one human invoking programs that invoke lots more programs. And so that's g…”

“My hunch is some of the enterprise deployments that don't actually work out likely don't have the scaffolding or infrastructure for these agents to interact with as well. A lot of the, like, really successful deployments that we've made, a lot of what our FDs …”

“And it's the unlearning and learning process that I think will take the next year or so. Then the headcount growth will come with max leverage.”