AI agent
also referred to as: ai agents
28 statements across 17 episodes · 16 bullish · 4 bearish · 17 people on the record · first statement May 14, 2025 by Eyal Karmi · across every show →
Everything said about AI agent, oldest first
May 14, 2025 bullish
Karmi: Millions of AI agents will soon need autonomous payment capabilities
“Our thesis is oh, soon we're gonna see millions of these agents I would say from the internet, so AI that can act and do stuff on behalf of us, on behalf of users, and we will use them for various things and tasks, and we think they will need payment capabilit…”
May 14, 2025
Karmi: AI agents shift payment security from authentication to intent authorization
“And now these AI agent comes, and they're between the authentication and the actual purchase, the actual click for the buy. So, but the user isn't pressing the button anymore. The software is basically, and that shifts, I would say, a key question on authoriza…”
May 14, 2025
May 27, 2025 positive
Malik: Portfolio CTO canceled summer engineering hires due to AI coding agents
“And I was talking to their CTO A couple of weeks ago, and he essentially said the AI agents on the technology side and development side are saving him. So saving him so much time that he doesn't, he was thinking of having an additional couple head counts that …”
May 28, 2025 positive
El-Moursi: Task-specific AI agents outpace human performance and eliminate errors
“When you create a small task and not be generalist and get in and monitor its performance, look at the success of it, tell it when it did it right. And when it didn't do it correctly, the learning curve is incredible. The performance is it outpaces human capac…”
Jul 11, 2025 neutral
Jul 11, 2025 positive
Fuel VC is building an AI agent for LP data room navigation
“We're leveraging the AI in a way that we're actually building right now that, you know, when we're fundraising, they have a lot of questions that they want to ask. And, you know, some people like talk to us. Some people like to play inside the data room a litt…”
Jul 30, 2025 bullish
Huang: AI agents automating workflows present stronger opportunities than software copilots
“Well, definitely agents. I mean, like, they're kind of along the same flavor, right? Co-pilots assist, and agents can, like, kind of automate the workflow. I think there's tremendous opportunities in both of them, but when you say agents, it kind of more close…”
Sep 19, 2025 positive
Sep 30, 2025 positive
Nov 4, 2025 bullish
Emmons: AI agents will take over business workflows within a year
“Yeah, it's five and 10 years tough, but the next year, I think, is going to be a lot of us finally cresting the hill of getting past working with chatbots and maybe having to do a little bit of deep research, which is our first agentic flow, in truly taking ov…”
Nov 4, 2025
Emmons: AI agent ROI requires deep understanding of internal workflows
“The companies who are winning are the ones who have excellent understanding of their internal operations of how these things work, and they can go, well, we do this, and it's not quite an assembly line. There's still creativity and maybe the results or the jud…”
Nov 4, 2025 negative
Nov 4, 2025 bullish
Nov 4, 2025 neutral
Nov 4, 2025 bearish
Emmons: Prompt guardrails fail to reliably constrain AI agents
“So stepping in there with policy that says do not go on this, that's a big deal for things in the medical setting where you may have, you know, people use the word guardrails to talk about AI where they're like, we're going to put guardrails so it doesn't do t…”
Nov 4, 2025
Emmons: Swept was founded after an AI agent harmed teenagers
“I mean, we originally were started because we saw an AI agent perform some pretty bad harm to some teenagers that were trying to seek help. And that's where we were like, well this is going to be a common pattern. So let's make sure it doesn't go that way.”
Nov 11, 2025 negative
Hoag: Rote individual contributor roles scaling with revenue are easiest to automate
“We do see a lot of the individual contributor jobs being automated away in a sense, right? So people who are doing rote repetitive tasks and just kind of, you know, one of my friends describes it as labor that scales with the business model. So if you're scali…”
Nov 13, 2025 bullish
Jan 27, 2026 bullish
Mar 17, 2026 bullish
Yang: Global frontline AI employee adoption will reach at least 300 million
“Overall we expect that on this planet Earth, we will have at least three hundred million non biological employees AI employees, AI receptionists basically almost every single business in the world which is big enough to have a website or big enough to have a b…”
Mar 17, 2026 neutral
Yang: AI agents will cooperate with humans rather than replace them
“We understand AI agents will work actually along with humans. It will be a real cooperation which is happening actually already now. Human first, AI second, or AI first, human second, but it, in 99% of our cases, it's a cooperation.”
Jun 2, 2026 positive
Jun 2, 2026 bullish
Jun 16, 2026 positive
Bayramov: AI enables non-technical solo founders to build startups with agents
“AI in general unlocks a lot of potential in people who didn't know how to write code. So in, in recent years, we've seen a number of startups that are rising from, you know, from the ground up with like solo founders using AI agents, like 10 different AI agent…”
Jun 30, 2026
Jul 14, 2026 positive
Massay: Disclosing AI upfront increases voter conversation length
“I think what we've found is really interesting is more and more people will actually be comfortable and have longer conversations when you disclose that they're talking to an AI agent in the beginning, which you, yeah, you wouldn't think so.”