AI agent

also referred to as: ai agents

14 statements across 6 episodes · 12 bullish · 1 bearish · 6 people on the record · first statement Aug 27, 2025 by Scott Wu · across every show →

Everything said about AI agent, oldest first

Aug 27, 2025 negative
Insight
Wu: Seat-based SaaS pricing makes no sense for AI agents
“Seats don't really make sense when it is like, the AI themselves are arguably seats as well, you know, like they're doing a lot of the labor too. And then on the other side, I think you know, usage obviously just goes so naturally with the cogs themselves beca…”
Scott Wu Aug 27, 2025 ▶ 31:42 A Cheeky Pint with Cognition CEO Scott Wu
Aug 27, 2025 positive
Insight
Wu: Agent access will shift to delegated identity and user attribution
“What we will probably need to see a lot more of over time is basically, like delegating access, if that makes sense. Like, making it more clear that an agent can do something on your behalf, and, you know, in some sense, you're attaching some of your reputatio…”
Scott Wu Aug 27, 2025 ▶ 36:27 A Cheeky Pint with Cognition CEO Scott Wu
Aug 29, 2025 bullish
Prediction Not checkable as stated
Osika: AI agent failure rates will drop tenfold within a year
“I think the, like, agents, they often get confused and trip over themselves, and we're in a year going to see that happening, like, by an order of magnitude less often.”
Anton Osika Aug 29, 2025 ▶ 23:59 A conversation with Lovable CEO Anton Osika
Nov 18, 2025 bullish
Prediction Not checkable as stated
Nadella: AI agents will create their own RL environments
“Right now, for the RL loop, they are simulating our production environment, but they will ultimately be more efficient in creating their own production environments to kind of RL themselves.”
Satya Nadella Nov 18, 2025 ▶ 18:41 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Nov 18, 2025 bullish
Prediction Not checkable as stated
Nadella: Future IDEs will act as heads-up displays to steer agent swarms
“So the IDE, I think, in fact, one of the most exciting things is new classes of highly refined IDEs that have even a sort of a telemetry loop with the intelligence layer, but also they kind of act more like heads up displays, right? I have thousands of agents …”
Satya Nadella Nov 18, 2025 ▶ 16:21 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Mar 10, 2026 positive
Opinion
Taylor: Hobbyist AI agent adoption began with a rogue open-source project
“It's probably the first, I wouldn't have predicted the first kind of broad, I don't know if consumer is exactly accurate, but maybe a hobbyist use of AI would have been this kind of semi-rogue open source project that goes through three name changes in three d…”
Bret Taylor Mar 10, 2026 ▶ 0:43 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 bullish
Prediction Not checkable as stated
Taylor: AI agents will become the primary digital interface for most businesses
“And so then you look at AI agents, and I believe most businesses, it will be their primary digital interface, and it's because it works over WhatsApp, and it works over the phone.”
Bret Taylor Mar 10, 2026 ▶ 29:36 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 positive
Assertion Not checkable as stated
Taylor: Sierra AI agents are calling each other in English over PSTN
“So, we have payers with AI agents that pick up the phone. And we have providers that have AI agents that pick up the phone and make phone calls. We have revenue cycle management companies that work to make outbound calls to do it. We've already had- ... We've …”
Bret Taylor Mar 10, 2026 ▶ 17:11 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 positive
Insight
Taylor: Mimicking codebases is currently the best harness for AI agents
“I wonder if in the short term, it might just be one of those idiosyncrasies of history, like mimicking a code base is actually the best way to make a general purpose agent work. And maybe over time we'll get fancier than that, but it's actually like a relative…”
Bret Taylor Mar 10, 2026 ▶ 5:14 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 positive
Insight
Taylor: AI agents should drive long-term relationships, not isolated conversations
“I think AI agents should have memory. I think AI agents should drive relationships, not conversations.”
Bret Taylor Mar 10, 2026 ▶ 1:05:48 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 neutral
Insight
Taylor: Agent-to-agent phone calls are temporary until better harnesses emerge
“I think it's great that our agents have spoken over the telephone already in English. ... But I don't think it's like the long-term future because there's so much value that you can provide. And put another way, the agents using a sophisticated... Application …”
Bret Taylor Mar 10, 2026 ▶ 19:58 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Apr 7, 2026 positive
Disclosure
Pichai: Google CEO uses internal AI agent to summarize product launch feedback
“Internally, like, I would go fire to our earlier part. Like, I would query in anti-gravity, just our internal version of anti-gravity. Hey, we launched this thing. Like, what did people think about this? Tell me that, like, the worst five things people are tal…”
Sundar Pichai Apr 7, 2026 ▶ 23:12 The history and future of AI at Google, with Sundar Pichai
Apr 7, 2026 bullish
Prediction Not checkable as stated
Pichai: 2027 will be a profound inflection point for agentic workflows
“I definitely expect in some of these areas, 27 to be Important inflection point for certain things. Even the people doing it, that is the workflow through which they would produce it. And, you know, maybe for a while, you would check it in the conventional way…”
Sundar Pichai Apr 7, 2026 ▶ 1:06:51 The history and future of AI at Google, with Sundar Pichai
Apr 21, 2026 positive
Disclosure
Collison: Stripe is building Tempo for scalable AI agent crypto payments
“The second, and this is where Tempo, our new initiative, That you guys were nice enough to work with us on is coming in is very scalable crypto payments, and obviously agents is what we have in mind as we're developing Tempo, where, you know, if you want to pa…”
John Collison Apr 21, 2026 ▶ 1:21:03 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
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