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
Insight
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.”
Kanjun Qiu Oct 21, 2023 ▶ 18:44 Why AI Agents Don't Work (yet) - with Kanjun Qiu of Imbue
Feb 7, 2024 bullish
Prediction Not checkable as stated
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.”
David Hsu Feb 7, 2024 ▶ 33:50 The State of AI in production — with David Hsu of Retool
Mar 27, 2024 bullish
Prediction Not checkable as stated
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.”
David Luan Mar 27, 2024 ▶ 23:50 Why Google failed to make GPT-3 -- with David Luan of Adept
Jul 23, 2024 bullish
Prediction Not checkable as stated
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 …”
Thomas Scialom Jul 23, 2024 ▶ 47:14 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI
Sep 17, 2024 bullish
Insight
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…”
Michelle Pokrass Sep 17, 2024 ▶ 28:10 Building AGI with OpenAI's Structured Outputs API
Sep 27, 2024 bullish
Insight
Shunyu Yao believes coding is the best application for AI agents
“Obviously coding is the best application for agents because it's all the gradable. It's super important. You can make everything like API or code action, right?”
Shunyu Yao Sep 27, 2024 ▶ 37:04 Language Agents: From Reasoning to Acting — with Shunyu Yao of OpenAI, Harrison Chase of LangGraph
Sep 27, 2024 bullish
Insight
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…”
Shunyu Yao Sep 27, 2024 ▶ 45:35 Language Agents: From Reasoning to Acting — with Shunyu Yao of OpenAI, Harrison Chase of LangGraph
Oct 19, 2024 neutral
Insight
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…”
Jesse Hu Oct 19, 2024 ▶ 48:45 [Paper Club] SWE-Bench [OpenAI Verified/Multimodal] + MLE-Bench with Jesse Hu
Oct 19, 2024 neutral
Insight
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”
Jesse Hu Oct 19, 2024 ▶ 57:49 [Paper Club] SWE-Bench [OpenAI Verified/Multimodal] + MLE-Bench with Jesse Hu
Nov 15, 2024 negative
Insight
Crivello: AI agents get confused with too many memories
“Agents still get confused if they have too many memories, to my point earlier about that.”
Florent Crivello Nov 15, 2024 ▶ 14:23 Agents @ Work: Lindy.ai (with live demo!)
Nov 28, 2024 positive
Insight
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…”
Erik Schluntz Nov 28, 2024 ▶ 33:51 The new Claude 3.5 Sonnet, Computer Use, and Building SOTA Agents — with Erik Schluntz, Anthropic
Nov 28, 2024
Prediction Not checkable as stated
Schluntz: Real-World Coding Agent Workflows Will Be Interactive, Not One-Shot
“So I think that like real tasks are going to be much more interactive with the agent rather than this kind of like one shot system.”
Erik Schluntz Nov 28, 2024 ▶ 32:37 The new Claude 3.5 Sonnet, Computer Use, and Building SOTA Agents — with Erik Schluntz, Anthropic
Dec 25, 2024 positive
Opinion
Neubig: Coding Agents Excel At Using The GitHub API Directly
“The agents are super good at using the GitHub API also, so they can do, you know, things on GitHub, like finding all of the, you know, comments on your issues or checking GitHub actions and stuff.”
Graham Neubig Dec 25, 2024 ▶ 10:34 Best of 2024 in Agents (from #1 on SWE-Bench Full, Prof. Graham Neubig of OpenHands/AllHands)
Jan 1, 2025 bullish
Insight
Fanelli: Agents extracting undocumented business processes will unlock enterprise adoption
“The agents are, that most people are building, Are good at following instruction, but are not as good as like extracting them from you. Yeah. So I think that will be a big unlock.”
Alessio Fanelli Jan 1, 2025 ▶ 20:42 2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents
Feb 5, 2025 bullish
Prediction Not checkable as stated
Agarwal: MCP will become standard way agents connect to services
“I think the future of agents, the way they connect to different services is going to be MCP.”
Rohit Agarwal Feb 5, 2025 ▶ 26:58 Why every AI Engineer needs an AI Gateway (ft Portkey.ai CEO)
Feb 18, 2025 negative
Insight
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 …”
Mukund Sridhar Feb 18, 2025 ▶ 55:58 Why is everyone cloning Deep Research?
Mar 4, 2025 bullish
Prediction Not checkable as stated
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…”
David Hershey Mar 4, 2025 ▶ 35:39 How Claude Plays Pokémon was made
Mar 23, 2025 bullish
Insight
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.”
Rishabh Agarwal Mar 23, 2025 ▶ 46:04 The Magic of LLM Distillation — Rishabh Agarwal, Google DeepMind
Apr 23, 2025 bullish
Disclosure
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…”
Sid Bendre Apr 23, 2025 ▶ 6:07 Tiny Teams: $6m ARR, 5m users with 4 employees — Sid Bendre, Oleve (Quizard AI/Unstuck AI)
May 16, 2025 bullish
Prediction Not checkable as stated
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…”
Alexander Embiricos May 16, 2025 ▶ 11:23 ChatGPT Codex: The Missing Manual
May 23, 2025 positive
Insight
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.”
Will Brown May 23, 2025 ▶ 1:29 ⚡️Multi-Turn RL for Multi-Hour Agents — with Will Brown, Prime Intellect
May 29, 2025 positive
Insight
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…”
Eno Reyes May 29, 2025 ▶ 56:49 The AI Coding Factory
May 29, 2025 negative
Insight
Reyes: Developers Should Not Need to Prompt Engineer AI Agents
“A lot of users we believe should not need to prompt engineer agents, right? If your time is being spent hyper optimizing every line and question that you pass to one of these systems, you're going to have a bad time.”
Eno Reyes May 29, 2025 ▶ 18:48 The AI Coding Factory
Jul 18, 2025
Disclosure
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…”
Greg Kamradt Jul 18, 2025 ▶ 12:42 ⚡️ARC-AGI-3: The Interactive Reasoning Benchmark
Aug 15, 2025 positive
Insight
Brockman: Software developers should manage multiple concurrent AI agents instead of one
“Because you don't want to just have one instance of the model operating. You want to have multiple, right? You want to be a manager of not an agent, but of agents.”
Greg Brockman Aug 15, 2025 ▶ 26:28 Greg Brockman on OpenAI's Road to AGI
Sep 1, 2025 negative
Insight
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, …”
Chris (Christian Weichel) Sep 1, 2025 ▶ 25:32 ⚡️Launching Ona: Coding Agent with Fully Sandboxed Cloud Environment
Oct 2, 2025 bearish
Prediction Not checkable as stated
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…”
Dylan Field Oct 2, 2025 ▶ 34:25 Taste is your Moat (Dylan Field of Figma)
Oct 30, 2025 bearish
Prediction Not checkable as stated
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…”
Emily Glassberg Sands Oct 30, 2025 ▶ 1:08:48 The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
Dec 26, 2025 positive
Insight
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?”
Steve Yegge Dec 26, 2025 ▶ 35:18 Steve Yegge's Vibe Coding Manifesto: Why Claude Code Isn't It & What Comes After the IDE
Dec 28, 2025 positive
Insight
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.”
David Soria Parra Dec 28, 2025 ▶ 12:27 One Year of MCP — with David Soria Parria and AAIF leads from OpenAI, Goose, Linux Foundation
Mar 5, 2026 positive
Insight
Huber: Graph structures emerge dynamically in AI agents rather than schemas
“I think that the actual graph structure is emergent in the mind of the agent, ah, in the same way it is in the mind of the human. And that's a more powerful graph, because it actually evolved over time.”
Jeff Huber Mar 5, 2026 ▶ 49:13 Why Every Agent Needs a Box — Aaron Levie, Box
Mar 5, 2026 negative
Insight
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…”
Jeff Huber Mar 5, 2026 ▶ 29:56 Why Every Agent Needs a Box — Aaron Levie, Box
Mar 5, 2026 positive
Insight
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.”
Shawn Wang Mar 5, 2026 ▶ 49:58 Why Every Agent Needs a Box — Aaron Levie, Box
Mar 6, 2026 bullish
Prediction Not checkable as stated
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.”
Sam Whitmore Mar 6, 2026 ▶ 26:30 Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor
Mar 8, 2026 negative
Insight
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…”
Nader Khalil Mar 8, 2026 ▶ 59:54 Agent Inference at the "Speed of Light" — How NVIDIA moves like a $4.3 Trillion Startup
Mar 20, 2026 positive
Disclosure
Dreamer architectures AI agents as modular, composable tools
“To some extent, Dreamer does make its own tools in that agents appear to the system as tools, so they can be used to accomplish things. So you can build an agent that is essentially a tool”
David Singleton Mar 20, 2026 ▶ 37:47 Dreamer: the Agent OS for Everyone — David Singleton
Apr 3, 2026 bullish
Opinion
Andreessen: Recursive self-improvement and three other AI breakthroughs are actively working
“So the way I think about it is we've had four fundamental breakthroughs in functionality, LLMs, reasoning agents and then and then now RSI and they're all actually working.”
Marc Andreessen Apr 3, 2026 ▶ 11:33 Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
Apr 15, 2026 positive
Insight
Last: Coding agents allow software to bootstrap and debug itself
“The exciting thing about that is sort of your agent can sort of bootstrap its own software and capabilities and actually debug and maintain them.”
Simon Last Apr 15, 2026 ▶ 6:19 Notion’s Sarah Sachs & Simon Last on Custom Agents, Evals, and the Future of Work
May 20, 2026 bullish
Prediction Not checkable as stated
Cooper: Natural language agents will dominate software development within ten years
“That will be kind of the dominant species over the next like 10 years is, is we've moved from assembly to C to C++ to JavaScript to now like words.”
Jake Cooper May 20, 2026 ▶ 13:20 The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
May 21, 2026 bullish
Insight
Burazin: AI Agents Require Diverse, Composable Computer Architectures
“And our belief is strongly that agents today and going forward will need all these different compositions of computers to do different types of tasks.”
Ivan Burazin May 21, 2026 ▶ 7:13 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
Jun 3, 2026 positive
Insight
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 …”
Satya Nadella Jun 3, 2026 ▶ 6:59 Satya Nadella on AI: @NoPriorsPodcast x Latent Space Crossover Special at Microsoft Build 2026
Jun 3, 2026 bullish
Prediction Not checkable as stated
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…”
Satya Nadella Jun 3, 2026 ▶ 20:33 Satya Nadella on AI: @NoPriorsPodcast x Latent Space Crossover Special at Microsoft Build 2026
Jun 22, 2026 positive
Insight
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 …”
Matt Fredrikson Jun 22, 2026 ▶ 41:05 AI Security After Codex and Claude Code — Zico Kolter & Matt Fredrikson, Gray Swan
Jun 22, 2026 neutral
Assertion Supported
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,…”
Zico Kolter Jun 22, 2026 ▶ 40:23 AI Security After Codex and Claude Code — Zico Kolter & Matt Fredrikson, Gray Swan
Jun 24, 2026 bullish
Prediction Not checkable as stated
Xin: Much of traditional software will be rewritten with data and agents
“Actually, I think many of the traditional software will be sort of rewritten with this new paradigm, which is just get the data to be there. And then they slap some agent on top.”
Reynold Xin Jun 24, 2026 ▶ 1:07:44 The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
Jun 24, 2026 positive
Opinion
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…”
Reynold Xin Jun 24, 2026 ▶ 53:10 The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
Jun 24, 2026 negative
Insight
Zaharia: AI agents are useless without a collaboration and history layer
“Plus the agent is like completely useless if you can't share sessions with someone and have history and have search and all this like layer on top of it for collaboration.”
Matei Zaharia Jun 24, 2026 ▶ 4:41 The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
Jun 29, 2026 negative
Insight
Cohen: Expecting Finished Results Without Iteration Is the Biggest Agent Mistake
“Initially, one of the biggest mistakes that people make is that they just want to throw something in an agent, and then walk away and expect to get a finished result at the end.”
Gavriel Cohen Jun 29, 2026 ▶ 5:23 The Blueprint for Autonomous Work Agents | Gavriel Cohen, NanoClaw
Jun 29, 2026 positive
Insight
Cohen: Introduce agents to individuals before automating team-wide workflows
“From my perspective, the way to start in a business introducing agents to a company is to give each person their own agent.”
Gavriel Cohen Jun 29, 2026 ▶ 4:48 The Blueprint for Autonomous Work Agents | Gavriel Cohen, NanoClaw
Aug 15, 2026
Insight
Krentsel: AI agents are fundamentally LLM calls wrapped in context construction machinery
“I think about an agent as an LLM call that is wrapped in machinery that's used to construct context. It's really a big context construction machine. And also it provides a way of executing actions.”
Alex Krentsel Aug 15, 2026 ▶ 7:01 Exo: Harnesses should see their own code and logs — Alex Krentsel, UC Berekeley / Google Research
Aug 21, 2026 positive
Assertion Not checkable as stated
Park: Agent simulations are replacing traditional human panel research
“Today, a lot of the demand does come from basically, like, the places where people have historically used human panels, we can basically now replace with agents. And these synthetic populations.”
Joon Sung Park Aug 21, 2026 ▶ 54:32 Simulating Humanity: from Generative Agents to 8 Billion Digital Twins — Joon Sung Park, Simile AI
Sep 7, 2026 neutral
Prediction Not checkable as stated
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…”
Quinn Slack Sep 7, 2026 ▶ 13:26 Orbs: Shifting Coding to Cloud — Quinn Slack, Amp Code
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