agentic AI
16 statements across 14 episodes · 6 bullish · 7 bearish · 8 people on the record · first statement Aug 7, 2024 by Nick Bostrom · across every show →
Everything said about agentic AI, oldest first
Aug 7, 2024 negative
Mar 31, 2025 bearish
May 5, 2025 positive
Jun 14, 2025 bullish
Roy: Tool calling will be the next decisive battleground in AI
“The next great battle in AI is tool calling. That's where we're going to see the maximum amount, like actually bringing these models and agent and agentic AI. That's all that matters is the ability for an action to understand its concept context and then take …”
Aug 27, 2025 bullish
Fox predicts agentic search capabilities are the future of Google
“So if you look at something like agentic, right, this is a it's clear that users want to get things done in search, right? They, if you're looking for a hotel, you ultimately want to go book that hotel. If you're looking for a product, you ultimately want to g…”
Sep 8, 2025 bearish
Fully Probabilistic AI Agent Workflows Will Never Be Economical
“If you approach long workflows completely probabilistically every single time, even if it's stuff you're repeating over and over, if you think about like customer care, agentic AI, it'll never be economical. It'll, it'll only get more and more expensive.”
Oct 14, 2025 bearish
Nov 5, 2025 negative
Sansbury: Autonomous AI agents operating without humans create unmanaged enterprise risks
“The concern, especially as you move from generative to agentic AI, where you have autonomous agents moving through your systems doing stuff without checking back in with a human, I think it creates risks that we haven't got our hands around yet.”
Dec 15, 2025
Agentic AI combines reasoning with model specialization for complex workflows
“Agentic AI, at least the way we look at it, is the is the bringing together of two of the most powerful forces in generative AI today. One is the power of reasoning, and the other is the power of specialization, and so agentic AI uses reasoning to break comple…”
Dec 15, 2025
Dec 29, 2025 bullish
Jan 12, 2026 positive
Roy argues system architecture, not foundation models, drives agentic AI progress.
“Like the architecture side of how people are approaching these kinds of agentic workflows is getting solved. I think that's the big thing. And It's not at the model level that models are helping, but it, and it's, yeah, it's the, it's not the product actually.…”
Jan 12, 2026
May 11, 2026 bearish
Blindly extrapolating recent enterprise AI compute demand is a flawed strategy
“Even though I believe strongly that agentic AI will kind of, like, have a massive impact on the world, and certainly the enterprise, I don't know, all these compute stories really push around, let's just blindly extrapolate over from the last six to eight mont…”
Jun 16, 2026 positive
Jun 29, 2026 bearish
Roy: AI Lab IPO Narratives Will Suffer as Cheaper Models Suffice
“And I do firmly believe overall utilization of models and agentic AI is going to be just, you know, like exponential, but the core IPO story, I think, takes a huge hit from this. So I think, like, the advantage of having something far superior for a short amou…”