agent

also referred to as: agents

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 18, 2025 by Satya Nadella · across every show →

Everything said about agent, oldest first

Nov 18, 2025 bullish

Prediction Not checkable as stated

Nadella: The future of AI agents is ensembles with intelligent routing

“That ultimately is where, you know, the future of agents would be, right? And so therefore you want the model. In fact, you want an ensemble. Of models that then, you know, you have agents intermediating that ensemble so that it meets your needs.”

Satya Nadella Nov 18, 2025 ▶ 56:44 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

Feb 24, 2026 bullish

Prediction Not checkable as stated

Collison: Agents will likely drive most internet transactions soon

“In our view, agents will most likely soon be responsible for most internet transactions, and will likely need blockchains that support more than a million, or maybe even more than a billion, transactions a second.”

John Collison Feb 24, 2026 ▶ 11:10 Stripe’s 2025 annual letter

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agent

Everything said about agent, oldest first

Turn any episode into a week of clips.