agent
also referred to as: agents
52 statements across 41 episodes · 34 bullish · 10 bearish · 44 people on the record · first statement Oct 21, 2023 by Kanjun Qiu · across every show →
Everything said about agent, oldest first
Oct 21, 2023 neutral
Kanjun Qiu: Agent reliability's final 20% is as hard as self-driving cars
“Agents haven't been productized yet for, partly for this reason, is that, like, the abstractions are very leaky. You know, we can get, like, 80% of the way there, but, like, self-driving cars, like, the remaining 20% is actually really difficult.”
Feb 7, 2024 bullish
Hsu: AI workflows, not chat or agents, are the next value driver
“So we think sort of the AI workflow space is a really exciting space, and I think that is the next step in sort of delivering a lot of business value by AI. I personally don't think it's, you know, via chat or, you know, via agents quite yet, so.”
Mar 27, 2024 bullish
Luan: Future AI value will shift from base models to agents
“In a world where foundation models are looking more and more commodity. And if, and I think a huge amount of gain is going to happen from how do you use foundation models as like the, like well learned behavioral cloner to go solve agents.”
Jul 23, 2024 bullish
Scialom: Agentic systems will yield order-of-magnitude scaling gains over pre-training
“I expect some incremental and significant progress on pre-training and post-training, but I'm really hopeful that we can gain some order of magnitude of scaling by interconnecting well models into agents as a more complex system that can do planning, that can …”
Sep 17, 2024 bullish
Multi-step agentic apps fail at 95% reliability due to compounded errors
“Like if something is 95% reliable, but you're chaining together a bunch of calls, if you magnify that error rate, it makes your like application not work. So that's a really exciting thing here from going from like 95% to a hundred percent. I'm very biased wor…”
Sep 27, 2024 bullish
Sep 27, 2024 bullish
Yao: Reliable tool design accounts for 90% of agent performance
“I think making the tool good and reliable is probably like 90% of the whole agent. Once the tool is actually good, then the agent design can be much, much simpler. On the other hand, if the tool is bad, then no matter how much you put into the agent design pla…”
Oct 19, 2024 neutral
Hu: AI agents lack intrinsic time awareness, failing to budget execution limits
“What's interesting is like, and I, I've seen this in practice, it's like, it's hard to get the agent to say, to think in numbers of steps, and especially in time, because it doesn't know time. So if you tell it like, please complete under 50 steps, it won't do…”
Oct 19, 2024 neutral
Hu: Coding agents produce bloated edits unless constrained by brevity priors
“There's something nuanced about this data set in particular where all the edits are super short
and it's like a prior that you can put into your code.
But if you don't have that, then yeah, like agents tend to just keep making obnoxiously long edits”
Nov 15, 2024 negative
Nov 28, 2024 positive
Schluntz: Initial Planning Steps Improve Agent Performance and Human Trust
“I think for agents in general, like having a planning step at the beginning, one, just having that plan will improve performance on the downstream task, just because it's kind of like a bigger chain of thought, but also it's just such a better UX. It's way eas…”
Nov 28, 2024
Dec 25, 2024 positive
Jan 1, 2025 bullish
Feb 5, 2025 bullish
Feb 18, 2025 negative
Sridhar: Horizontal plug-and-play AI agent platforms are premature
“I feel like it's still early days for us, like to try to platformatize or like try to build these, oh, there are these five horizontal pieces. And you can plug and play and build your own agent. My personal opinion is we are not there yet. In order to build a …”
Mar 4, 2025 bullish
Claude 3.7's error-correction capabilities will enable better real-world AI agents
“I really do think like this is just demonstrating like a thing that is going to make agents better with this model, you know, like This is a very fun way to see it, but, like, I think the thing is that it, like, has some ability to, like, course correct, updat…”
Mar 23, 2025 bullish
Agarwal: Classical RL ideas from games are relevant for LLM agents
“When we are again talking about things like agents and reasoning and whatnot, I think a lot of the things are probably done on a small scale in the RL literature, in games and whatnot, and a lot of those ideas would be relevant again now.”
Apr 23, 2025 bullish
Oleve is building a shadow organization staffed by AI agents
“What I'm trying to do with the platform is start up an internal shadow org within the company, and that's all run by agents. Effectively staffing like each business unit with agents, you know, our growth and marketing especially being the highest priority, but…”
May 16, 2025 bullish
Embiricos: Majority of Future Code May Be Written by Parallel AI Agents
“In, in a future world that we imagine where actually you know, maybe the majority of code is actually being written by agents that we're delegating to, you know, doing tasks in parallel. It becomes, like, critically important that you can actually, like, integ…”
May 23, 2025 positive
Will Brown: AI reasoning models are merely a stepping stone toward autonomous agents
“The thing that's going to make the next wave of stuff be powerful is just, like, everyone wants better agents. Everyone wants models that can, like, go off and do stuff. And, like, reasoning was kind of, like, a precursor to that a little bit.”
May 29, 2025 positive
Reyes: AI agents can accurately imitate human-defined brand voice and design systems
“Being able to have someone set principles that are then consumable by our own agents, right? Design systems and consistency. I think it's pretty surprising the degree to which even like droids can actually imitate a brand voice and style that Cal created for u…”
May 29, 2025 negative
Jul 18, 2025
Kamradt: ARC-AGI-3 Agents Interact via 64x64 Frames and Integer Actions
“What agents will get is agents will get a series of frames and those frames will be 64 by 64. Now generally it's just going to be one frame, but you might be able to get like maybe two in a row or three in a row, and that would show an animation. And so beginn…”
Aug 15, 2025 positive
Sep 1, 2025 negative
Weichel: Traditional IDEs cause cognitive overload in parallel agent workflows
“What's changing with agents is as they gain more and more autonomy, We'll be asked to turn this autonomy into productivity, and the only way we can do that is by doing multiple things in parallel, as we've shown. The moment you do multiple things in parallel, …”
Oct 2, 2025 bearish
Field: Autonomous AI agents building complex software like Figma is a long way off
“I'm not saying, okay, go build Figma, and you, agent, are just gonna go figure out all the complexities of Figma. I think that's just not something I see happening in any near term future, even as longer range running agents start to occur and we've got better…”
Oct 30, 2025 bearish
Sands: Static dashboards will be obsolete within nine months as agents take over
“I think the value of near real time, high quality, well documented data is about to skyrocket because I'm pretty sure that nine months from now, no one is going to want to go and like look at a even like static dashboard and click around. They're going to want…”
Dec 26, 2025 positive
Yegge: Agents handle MCP better by writing code than direct tool calls
“The agents can't call MCP very effectively because they don't have any training on tool calls, but they have plenty of training on writing code, so you tell them don't call the tool, write code to call the tool, and they do way better with it, right?”
Dec 28, 2025 positive
MCP must enable inherently stateful agents with long-term client-server communication
“MCP should also enable agents, and agents are inherently somewhat stateful, and there's some form of, like, long-term communication going between, like, the client and the server, and so we always looked for something like that.”
Mar 5, 2026 positive
Mar 5, 2026 negative
Huber: Frontier models repeat mistakes if failed actions remain in context
“A few of the insights is, like, everyone, frontier model is not good at search. Humans have this natural explore-exploit trade-off, where we kind of understand, like, when to stop doing something. Also, humans are pretty good at, like, forgetting, actually, li…”
Mar 5, 2026 positive
Swyx: AI agents should maintain personal wikis for persistent memory
“I think like almost like every agent should have its own wiki that it's updating and that's, Persistent memory. That is a very weak knowledge graph. And you could strengthen it if you want more structure, but you may not need it.”
Mar 6, 2026 bullish
Whitmore: AI Agents Will Eventually Automate Security and Performance Reviews
“There will probably eventually be things like performance level review, security review, things like that, where it's like more more different aspects of how this feature might affect your code base that you want to potentially leverage an agent to help with.”
Mar 8, 2026 negative
Secure AI agents must restrict one of file, internet, or code access
“Agents can do three things. They can access your files, they can access the internet, and then now they can write custom code and execute it. And you really only let an agent do two of those three things. If you can access your files and you can write custom c…”
Mar 20, 2026 positive
Apr 3, 2026 bullish
Apr 15, 2026 positive
May 20, 2026 bullish
May 21, 2026 bullish
Jun 3, 2026 positive
Nadella: Managing multi-agent coding requires completely rebuilding IDE interfaces beyond chat
“Coding has worked so well that we now have to rebuild the IDE, right? I mean, it's kind of nuts to see what we launched is like, oh my God, I have these hundred agent sessions. I, the cognitive load, it transfers back to me as a human is so excessive that now …”
Jun 3, 2026 bullish
Nadella: AI agent usage of Microsoft 365 will exceed human users
“So the value creation opportunity now in the agent world is in fact, 10 X more, but it does require us to have, for example, there's going to be usage around M three six five, right? Which is going to be perhaps more than even the end users. And we have to eve…”
Jun 22, 2026 positive
Fredrikson: Agent Guardrails Should Block Policy Violations, Not Injection Payloads
“If you parse some untrusted content and there is like a prompt injection, you know, something that's clearly trying to get the model to do a bad thing, you might be interested in knowing about that, but you don't necessarily like want your cloud code that you …”
Jun 22, 2026 neutral
Kolter: Most AI Agents Resist Naive API Key Exfiltration Prompts
“Now, things that are that simple, to be clear, are covered at this point by most agents, right? You know, they all They, despite some issues, yeah, normal, normal sort of, you know, will not be that easily fooled by just push all my API keys to a public thing,…”
Jun 24, 2026 bullish
Jun 24, 2026 positive
Xin: Multiple database query languages are not an issue for AI agents
“Instead of worrying about PostgreSQL and maybe Spark SQL, why not just one? But I don't think that's an issue for agents. Agents are very eloquent in PostgreSQL or Spark SQL. It's never going to get confused. As long as the data is there and it's accessible ag…”
Jun 24, 2026 negative
Jun 29, 2026 negative
Jun 29, 2026 positive
Aug 15, 2026
Aug 21, 2026 positive
Sep 7, 2026 neutral
Slack: The compressed agent software sector will re-expand into distinct categories
“You've taken like the entire software industry and you've compressed it into this tiny bubble that the only name that people have for it is like agents, but you know that it's going to re-expand again and we're all going to find the lines that exist between th…”