agent

also referred to as: agents

4 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Oct 6, 2025 by Jesse Zhang · across every show →

Everything said about agent, oldest first

Oct 6, 2025 bullish
Insight
Zhang: Agent software layers protect applications from being obsoleted by model updates
“And especially when you get into agents an agent is not just a model, right? You have to like design it. You have to be able to put in guardrails. You have to be able to teach how to do new things. And that's where the sort of software layer on top of the mode…”
Jesse Zhang Oct 6, 2025 ▶ 1:14:51 The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
Oct 21, 2025 bullish
Disclosure
Atiyeh: Ramp infers customer behavior to train next-gen financial agents
“And a lot of work that we're doing right now is because we have so many interesting customers and they're using the product to run their finances. We can infer a lot of these policies through their behavior. And a lot of that, those policies that we're inferri…”
Karim Atiyeh Oct 21, 2025 ▶ 6:43 The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
Mar 24, 2026 bullish
Insight
AI agents consume more compute resources than humans, driving infrastructure growth
“And actually that like agents appear to consume more resources and actually people. And so like the, some of these consumption based models, like the growth of companies”
Mitchell Green Mar 24, 2026 ▶ 51:17 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
May 5, 2026 bearish
Prediction Not checkable as stated
Chesky: AI agents will completely replace software apps in the future.
“I don't think there will be apps in the future. I think there will be agents. So, like, if we're attached to apps, I don't think there will be apps, so we better, like, let go of that.”
Brian Chesky May 5, 2026 ▶ 1:03:20 How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
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