AI agent
also referred to as: ai agents
147 statements across 77 episodes · 87 bullish · 15 bearish · 83 people on the record · first statement Oct 21, 2023 by Kanjun Qiu · across every show →
Everything said about AI agent, oldest first
Oct 21, 2023 bearish
Kanjun Qiu: Standardizing agent protocols is premature because agents don't work yet
“Part of why I think it's early is because the issue with agents is it's not quite like the internet where you could like make a website and the website would appear. The issue with agents is that they don't work. And so it may be a bit early to figure out what…”
Oct 21, 2023 neutral
Oct 21, 2023 neutral
Qiu: Memory limitations block AI agents from handling complex, long-running tasks
“I think what we'll see is we'll get like relatively simplistic agents pretty soon, and they will get more and more complex. And there's like a future wave in which they are able to do these like really difficult, really long running tasks. And the blocker to t…”
Oct 21, 2023 negative
Kanjun Qiu: Chat is a skeuomorphic, primitive interface for AI agents
“Chat as an interface is skeuomorphic. So in the early days, when we made word processors on our computers, they had notepad lines because that's what we understood you know, these like objects to be chat. Like texting someone is something we understand. So tex…”
Dec 17, 2023 bearish
Mar 27, 2024
Luan: Agent failures often stem from unreliable actuators, not models
“Everyone under values the importance of really good sensors and actuators. And actually a lot of what's helped us get a lot of reliability is like a really strong focus on like, actually, why does the model not do this thing? And the non-trivial amount of time…”
May 31, 2024
Aug 28, 2024 positive
Carlini: Copying and pasting error messages effectively creates a coding agent
“Currently though, make a model into an agent by just copying and pasting error messages for the most part. And that's what I do is, you know, you run it and it gives you some code that doesn't work and either I'll fix the code or it will give me buggy code and…”
Sep 27, 2024 neutral
Nov 15, 2024 neutral
Nov 15, 2024 positive
Crivello: Putting AI Agents on Rails Maximizes Reliability and Usability
“The more you can put your agent on rails, one, the more reliable it's going to be, obviously, but two, it's also going to be easier to use for the user, because you can really, as a user, you get, instead of just getting this, like, big, giant, intimidating te…”
Nov 15, 2024 bullish
Crivello: Future businesses will operate like Factorio with thousands of AI agents
“We actually very often talk about how the business of the future is like a game of factorial. It's like you just wake up in the morning and you've got your Lindy instance. It's like Slack and you've got like 5000 Lindys in the sidebar and your job is to someho…”
Dec 2, 2024 positive
Friedman: AI Agents Will Shift Developer Focus From Code to Specs and Tests
“Eventually, I think that that's where the world is going to. Like the code It's going to be there, and we're, there will be developers, et cetera, but as agent improves and capabilities of the LLMs and integrations to different parts of the environment, develo…”
Dec 25, 2024 positive
Neubig: Coding Agents Should Use Standard Developer Tools, Not Custom Protocols
“We're already developing things for programmers, you know, How is an agent different from a programmer? And it is different, obviously, you know, like agents are different from programmers, but they're not that different at this point, so we can kind of intera…”
Dec 25, 2024 bullish
Jan 1, 2025 neutral
Feb 1, 2025 positive
Nguyen: User collaboration is the key milestone before full AI delegation
“Sometimes I feel like a lot of researchers or, like, people in the AI community are, like, so into, like, yeah, agents, delegate everything, like, blah, blah. But, like, on the way towards that, I think, like, collaboration is actually one of the main roadbloc…”
Feb 11, 2025 neutral
Feb 11, 2025 positive
Taylor: Vertical AI agent value lies in interaction systems for behavior specification
“I actually think for every single agentic domain, whether it's customer service or legal or software engineering, that's essentially what the company building those agents is building is like the system through which you express the behaviors you want, esoteri…”
Feb 11, 2025 neutral
Feb 11, 2025 bullish
Taylor: Core abstractions for AI agents will emerge over next decade
“And actually, well, I'm sure we'll get into AI, but I sort of feel like we'll go through that evolution with AI agents as well that I feel like we're missing a lot of the core abstractions that I think in 10 years we'll be like, gosh, how'd you make agents bef…”
Feb 11, 2025 bullish
Bret Taylor Predicts AI Agents Will Communicate Using English, Not APIs
“I have an intuition that agents will speak to agents using language for a while. I don't know if that's true. But there's a lot of reasons why there, that may be true. And so, you know, when your personal agent speaks to a Sierra agent to help figure out why y…”
Feb 18, 2025
Sridhar: Multi-minute agent jobs require persistent state to survive inevitable failures
“If you build, like, five, six minute jobs, they're bound to be, like, failures and you don't want to, like, retry, lose your progress and so on, so this notion of, like, keeping state knowing what to retry and kind of keep the journey going.”
Feb 28, 2025 neutral
Feb 28, 2025 positive
Klein: Authentication providers will offer dedicated login features for AI agents
“I think there'll be agent off in the future. I don't know if it's going to happen from an individual company, but actually authentication providers that have a You know, hidden login as agent feature, which will then you put in your email. You'll get a push no…”
Feb 28, 2025 positive
Mar 4, 2025 positive
AI agents have an optimal effective context length where intelligence peaks
“I think like one thing you see a lot when you talk to people building agents is there's like some effective context length that actually like has the model be the smartest. And that seems to vary slightly model by model, but for this model, for whatever purpos…”
Mar 19, 2025 bullish
Kozlov: Agent identity verification must be solved for agents to take off
“I think this problem is gonna have to be solved for agents to take off, quite honestly. I mean, I see what you're saying, but we do have to at some point then pass identity onto, like, if we go back to what we were talking about of, you know, I would love an a…”
Mar 19, 2025 positive
Kozlov: AI agents require tightly coupling compute and state
“An agent is really like LLMs and a bunch of workflows and coordination and orchestration and then extra, like some sort of services, right? Like you have kind of the brain of the operation, which is the LLM and it can come up with a plan. And then, but then it…”
Mar 19, 2025 bullish
Kozlov: Protocols like MCP will eventually replace browser-based AI agents
“Especially with people building agents, I think it's kind of funny because it's a bit, to me, the anthropomorphification of agents, where it's like, we humans use browsers, so my agent is going to use a browser, but eventually I think that will get replaced wi…”
Mar 19, 2025 bullish
Kozlov: Wave of 'agent-first' businesses will emerge without traditional UIs
“I think that we're going to see a wave of, you know, going back to, again, Sunil, your point about mom and pop shops, these businesses turn up that are agent first, and that's kind of the only interface to using them as opposed to, you know, UIs and APIs and o…”
Mar 19, 2025
Kozlov: Observability across millions of running agents is the next major challenge
“I think the next challenge is observability and okay, I've gone and spun off. I have 100,000, maybe millions of agents that are running. How do I track their different states? How do I track where their stock? I think that that's a really interesting next prob…”
Mar 19, 2025 bullish
Mar 28, 2025 positive
Shah: AI's next leap is autonomous multi-step action, not chat
“If we want to do something even more meaningful, it felt like the next kind of advancement is not this kind of, I'm chatting with some software in a kind of a synchronous back and forth model is that software is going to do things for me. In kind of multi-step…”
Mar 28, 2025 bullish
Shah: Agent interaction models will shift toward asynchronous queued workflows
“So we're used to the chat bot back and forth. Fine. I get that. I think we're gonna move to a blend of some of those things are gonna be synchronous as they are now, but some are gonna be async. It's just gonna put it in a queue”
Mar 28, 2025 bullish
Shah: Hybrid workplace teams of humans and AI agents are inevitable
“So I think it is, I will go so far as to say it's inevitable that we're going to have hybrid teams someday. And what I mean by hybrid teams. So back in the day, hybrid teams were, oh, well, you have some full-time employees and some contractors. Then it was li…”
Apr 2, 2025 neutral
Gur-Ari uses human contractors because chat and agent evaluations resist automation
“The last thing I can mention is we use contractors for evaluation where we cannot Do automatic evaluation. So with chats and agents, it becomes way harder to do things automatically. And so we use contractors for that.”
Apr 23, 2025 neutral
Teams should try basic automation before deploying autonomous AI agents
“The first thing we always do is, like, try to see if you can build, like, regular automation, see that scales, and then build the agent that, like, supports everything. What I mean by that is, like We don't want to over invest in trying to get an agent stood u…”
Apr 24, 2025 positive
Mlejnsky: Agent sandboxes are general code runtimes, not just interpreters
“Yeah, I think it's a good idea to stop thinking about a sentence was just for code interpreting. And more about like a runtime, code runtime for the LLM, or the agent. The use case for the sandbox, it's a very horizontal in a sense that it can cover everything…”
Apr 27, 2025 positive
Dual reward signals prevent AI agent behavioral collapse in Factorio
“So we have these kind of two reward signals that compliment each other to and the reason why this is necessary is to avoid certain, I guess, behavioral collapses where a model might choose, for example, to mine coal and mine a billion or a trillion coal. And t…”
May 7, 2025 positive
Sobo: Developers prefer real-time keystroke collaboration with AI agents over other humans
“We wanted to collaborate, not commit by commit, but keystroke by keystroke. And that's kind of a weird thing for human beings to want to do. It seems like in this world, like our team works that way. We work a lot together in real time, but a lot of people, th…”
May 16, 2025 negative
Embiricos: Scaffolding-heavy AI agents are limited by developers' mental capacity
“A lot of, like, agents that I see are really impressive, but it's basically, like, part of what's impressive is it's like a bunch of developers building this, like, really bespoke state machine around a bunch of, like, short model calls, and so then the upper …”
May 29, 2025 bullish
May 29, 2025 bullish
Reyes: Inner-loop coding will soon be fully delegated to AI agents
“The outer loop of software development and what a software developer does, planning, talking with other human beings, interacting around what needs to get done, is something that's going to continue to be very human-driven, while the inner loop, the actual exe…”
Jun 10, 2025 bullish
Jun 10, 2025 positive
Kirkos: Quadratic feeds rendered chart images to AI for visual editing
“We do a little bit of vision when users are creating charts. We pass back an image of what the chart looks like to the AI, because a lot of times the user will describe visually the change that they want to the chart. They'll say something like, this doesn't l…”
Jun 19, 2025 bullish
Noam Brown: Aligned AI will outperform human virtual assistants on effort
“And so if you have an AI model that's, like, actually really aligned, To you and your preferences, then that could end up doing a way better job than a human could. Well, not, not that it's doing a better job than a human could, but like it's doing a better jo…”
Jul 18, 2025 neutral
Kamradt: ARC-AGI-3 Provides AI Agents With a 64x64 JSON Grid
“So we'll show the same thing to AI, except that AI is gonna get a JSON grid list of lists. So those get a bunch of numbers, 64 by 64, and they can choose to turn that into an image if they want to, or agnostic, do whatever you want with it if they want to do m…”
Jul 28, 2025 bullish
Wu: Autonomous coding agent capability currently doubles every 70 days
“What you see in general is that that doubling time is about every seven months, which already is pretty crazy, actually, but in code, it's actually even faster. It's every 70 days, which is two or three months, and so, you know, if you look at various software…”
Jul 28, 2025 bullish
Hou: The future of developer tooling will eliminate copy-pasting into AI
“So we very strongly believe in a future of no copy-paste. Right? You should never have a situation where you're in a terminal, or you're in a document, or even on a website, and you're copy-pasting text into an agent. That's just not how the way the world work…”
Jul 28, 2025 bullish
Ramachandran: AI flows will succeed AI agents in developer tooling
“Copilots are collaborative, but can only work on small scopes. Agents can do larger tasks, but are not collaborative. Both are very useful, but we realize that this real magic will happen when the AI has the ability to be both collaborative and independently p…”
Aug 4, 2025 bullish
Vaidya: Composio evolves agent skills by analyzing usage patterns
“We are kind of self evolving skills now for agents. So people building or using agents want to like basically make Agents interact with their apps. They can use Composio. We manage all the authentication and user account related stuff for them so that they don…”
Aug 15, 2025 bullish
Brockman: Future dev architecture will combine local, remote, and multiplayer agents
“And then you have your codex infrastructure that has a local agent and a remote agent, and that is able to seamlessly, you know, interplay between the two and then is able to multiplayer. Like, this is what the future is going to look like, and it's going to b…”
Sep 1, 2025
Sep 1, 2025 positive
Weichel: AI coding agents must work in the exact same dev environment as humans
“If you're working at Any decent sized shop, let alone an enterprise, the way you set up your dev environment is really hot at the heart of all of this. And of course you want your agents to work in exactly the same space that you as a human can operate in.”
Sep 11, 2025 positive
Martin: Agents should offload raw tool context to external storage
“Rather than just writing back the full context of your tool calls, which could be token heavy, write those to disk and you can write back a summary. It could be a URL, something so that the agent knows it's retrieved a thing. It can fetch that on demand, but y…”
Sep 11, 2025 neutral
Martin: Agent architectures are simple conceptually but managing context is hard
“When you kind of put together an agent, it's just tool clawing a loop. It's relatively simple to lay out, but it's actually quite tricky to get it to work well. In a particular, managing context with agents is a hard problem.”
Sep 25, 2025 neutral
Rajpal: AI agents resemble autonomous vehicle architectures with cascading ML units
“What patterns really worked well in self-driving cars, which is weirdly a very similar system to, you know, agents of today where you have like these cascading kind of like units that are all machine learning based and, you know, they all kind of like feed int…”
Sep 25, 2025 bullish
Ball: Developers are actively modifying codebases to suit AI agents
“What we're seeing now with agents is as soon as somebody has seen what it can do, they have such a multiplying effect or this brings so much value that people are willing to adopt the code base for this. Like the first time in how many decades where people are…”
Oct 1, 2025 negative
Oct 2, 2025 bullish
Field: AI code generation will force developers to rely on visual abstractions
“I also think that it's going to be something that as we move forward in time with more Asians writing more parts of your code base, you will also be less familiar with the code. And so then you might want a different abstraction where you're able to work on th…”
Oct 16, 2025 bullish
Corbitt: 55-60% chance RL becomes the standard pattern for deploying scale agents
“I think that the chances that like everyone should be, or, you know, everyone who's deploying an agent at scale should be doing RL with it, either as part of sort of like a, you know, like pre-deployment or even like continuously as it's deployed, that that's …”
Oct 16, 2025 bullish
Corbitt: AI inference could be 10x larger if reliability issues are solved
“I think that there is today, like. 10 times as much AI inference that could exist than is existing right now, just Purely with projects that are like sitting in the proof of concept stage and have not been deployed because there's like huge bucket of those. An…”
Oct 16, 2025 negative
Corbitt: LLM user simulators lack the diversity needed to train robust agents
“If you're just purely training on kind of like an LLM user simulator, it's going to have its own idea of, like, what the correct way to answer is, and the breadth of, like, a way a human might respond in this situation is wider, and your agent just may not be …”
Oct 16, 2025 neutral
Oct 18, 2025 bullish
Shaw: Future agents will run containerized CLI tools behind the scenes
“I don't think the future of all agents is people NPM installing them onto their computers and then typing commands into their terminal. But I do think that behind the scenes, these agents are running in containers and their tools are actually programs that the…”
Oct 30, 2025 bullish
Sands: AI Agents Will Make Fraud Decisions Within Six Months
“Now you can think about, okay, actually foundation model, text alignment, like human readable description of like why we're worried about this charge. And then today, a human tomorrow, an agent sitting on top of that and decisioning, like reasoning over The mo…”
Nov 1, 2025 neutral
AI agents only succeed when scoped to narrow problem domains
“At this moment, they're, like, agents are both extraordinarily effective and still very ineffective. And you have to find the right problems. And then when you find the right problems, they are super magical. And if you wander beyond, then they don't work.”
Nov 1, 2025 positive
Asking employees what they hate identifies high-impact AI agent tasks
“Basically where the idea is that you go around your company and you ask people like, what do you hate most about your job? And I really think it finds the sweet spot because it finds problems that are, they're boring because they're tedious and repetitive, but…”
Nov 1, 2025 neutral
Vercel enterprise contracts require clients to build three AI agents
“We basically sign contracts with companies saying, okay, you have to commit to building three agents, and if you do, we're going to help you, like, we're going to build the first one for you. And then the second one, we are going to be there essentially by you…”
Nov 10, 2025 neutral
Nov 22, 2025
Wagner: AI agent output quality heavily depends on upfront requirement specifications
“I think a lot of success depends how well you flesh out what you wanna do, right? Like if you just use this and ask it to like start here executing a plan, it's gonna be high variability in what you're gonna get back, right? But the more we go through here and…”
Dec 11, 2025 negative
Houssier: AI agents that hand trivial choices back to users waste time
“And I don't need, typically, the agent to say, hey, I found this lot, and this lot, which one do you prefer? I just asked for 15 minutes. Find it. Do it. I have an admin, when I was asking her, like, on Slack, find me 15 minutes. She's not asking me if I need,…”
Dec 26, 2025 bullish
Dec 28, 2025 negative
Dec 28, 2025 neutral
Dec 30, 2025 bullish
Jan 17, 2026 positive
Reggio: CS students use AI for design docs rather than raw code generation
“And I was surprised to hear the consensus was that most people there were using agents to collaborate on like building a design document and like,
Collaborating on the architecture of the solution that they want to build, and then they'd be asking it to like e…”
Jan 28, 2026 positive
White: AI Science Agents Do Not Require Bespoke Automated Labs
“We don't actually have to hold their hands so much anymore, or like they don't actually need to necessarily have an automated lab. They can like write an email to a CRO or something, or they can like tell you what experiment to do. And you can take a video of …”
Feb 4, 2026 neutral
Gupta: AI agents fail in enterprise work without human decision reasoning
“When you think deeply about like what is missing, you kind of realize like, you know, that they still can't reliably do enterprise work, some of these agents. And so, you know, we started thinking about it and like it kind of struck us that You know, one of th…”
Feb 24, 2026 negative
O'Laughlin: Reviewing AI agents requires past hands-on manual domain experience
“If you didn't pay any like human cognition to get there, I don't think you're going to be a great reviewer. One of the reasons why, you know, what makes that, that human feet, that loop well is because once upon a time you did that and you could make the three…”
Feb 24, 2026 bullish
Feb 27, 2026 negative
Mar 5, 2026 neutral
Levie: Autonomous agents require hard-mode governance unlike current user-impersonating tools
“So far we've been in, in easy mode. We've hit the easy button with AI, which is the agent just is you. And when you're in cloud code and you're in cursor and you're in codex, you're just, the agent is you, you're offing into your services. It can do everything…”
Mar 5, 2026 bullish
Levie: DevRel is surging to help autonomous AI agents discover APIs
“DevRel is hot, like the hottest thing of all time right now. I like, if you could produce a fricking factory of DevRel people, like there's just like unlimited jobs right now on the other end of that. Cause we're gonna, everybody needs their Services and APIs …”
Mar 5, 2026 bullish
Levie: AI agents will generate 10 to 100 times more code
“But no matter what, there's going to be 10 to a hundred times more code. So I think you can be very long engineering right now as just a, you know, purely on the dimension of software is going to become increasingly more important. Once agents are, you know, t…”
Mar 5, 2026 neutral
Levie: Enterprises must adapt their workflows to AI agents, not vice versa
“What's happening is we are changing our work to make the agents effective in that model. The agent didn't really adapt to how we work. We basically adapted to how the agent works. All of the economy has to go through that exact same evolution. The rest of the …”
Mar 5, 2026 bullish
Mar 5, 2026 neutral
Levie: AI agent creators will carry legal liability for their agents' actions
“The person who creates the agent probably is gonna, for the foreseeable future, take on a lot of the liability of what that agent does. That agent doesn't deserve any privacy because it's, you know, it can't fully be autonomously operated and it doesn't have a…”
Mar 5, 2026 neutral
Mar 5, 2026 positive
Levie: AI agents will force enterprises to organize their data
“Agents will certainly cause us to be much better organized around how we work with our information simply because the severity of the agent pulling the wrong data will be too high. And the productivity gain of that you'll miss out on by not doing this will be …”
Mar 5, 2026 positive
Levie: Enterprise software must treat AI agents as a distinct user type
“And then they all are having to understand that now you've got this new customer, which is the agent. And they've been building for two types of customers in the past. They've been building for users and they've been building for like applications. And now you…”
Mar 5, 2026 bullish
Levie: Enterprise file archives will become extremely valuable via AI agents
“All of that information becomes valuable to the enterprise and it's going to become extremely valuable to end users because now they can have agents go find what they're looking for and produce new New value and new data on that information. And it's going to …”
Mar 5, 2026 bullish
Levie: Software engineering remains one of the most protected job categories
“I always laugh when, you know, people say, you don't need to be an engineer. Don't do computer science. I actually think like that is like still one of the most protected job categories because things are only getting more technical. Things are only going to g…”
Mar 5, 2026 bullish
Mar 5, 2026
Levie: Knowledge work agents require search judgment unlike coding agents
“And that judgment is like a really new thing that the model needs to be able to have is like, when should it give up on a task? Cause, cause you just don't, it's a, can't find the thing. That's the real world of knowledge work problems. And this is the stuff t…”
Mar 6, 2026
Horthy: AI demos work at 80% accuracy, enterprise software needs far more
“I think there's a difference between, like, people who want to build, like, Reliable software and people who want to build a cool demo. I think that's the core. The incentives are different. Yeah. The incentives are of like, okay, if this is right, 80% of the …”
Mar 8, 2026 bullish
Mar 20, 2026 bullish
Singleton: Developers must optimize their CLIs for AI agent discovery
“I was chatting with folks at Stripe last week and saying, hey, you got to make the Stripe CLI actually tell agents what they can do on Stripe because that way they're going to use more stuff on Stripe. I think this is a real trend for the entire industry.”
Mar 20, 2026 bullish
Dreamer targets non-technical consumers for building and using AI agents
“Dreamer is a new product which everyone can come and play with today. It's a place where everyone, literally everyone, can discover, build, and enjoy and use AI agents and agentic apps. And we really did design it for consumers, for folks who are not necessari…”
Mar 20, 2026 positive
Apr 3, 2026 positive
Andreessen: Modern AI agents are simply LLMs combined with Unix primitives
“So it turns out what we now know is an agent is the following. It's a language model. And then above that, it's a bash. It's a bash shell. So it's a Unix shell. And then the agent has access to the shell and, you know, hopefully in a sandbox, maybe in a sandbo…”
Apr 3, 2026 bullish
Apr 7, 2026 positive
Lopopolo: Agent CLIs must suppress passing output for token efficiency
“The CLIs are nice because they're super token efficient, and they can be made more token efficient really easily, right? Like, I'm sure you all have seen, like, I go to Buildkite or Jenkins, and I could just get this massive wall of build output. And in order …”
Apr 7, 2026 neutral
Apr 7, 2026 positive
Apr 7, 2026 positive
Lopopolo: Strict success criteria in agent prompts increase deployment reliability
“Fundamentally, the agents are good at following instructions, so give them instructions, right? And it will, you know, improve the reliability of the result, right? Like we, much like the way we use Symphony, we don't want folks to have to monitor the agent as…”
Apr 13, 2026 bullish
Stay Sassy EM: Dashboards must become agent-compatible this year
“The ability to do, like, any simple find-and-grab information from a dashboard, like, I think that just has to be agent-compatible, like, this year for companies, because that is one of those things where if you spend 10 minutes searching for a key that you ca…”
Apr 13, 2026 negative
Stay Sassy PM: Managing multiple AI agents exhausts engineers reviewing critical code
“One of the things that people quietly talk about is that that's very fatiguing. And I know some people who are operating that way. I've met these people and it is fatiguing. And what is fatigue really going to hit you on? Fatigue is really gonna hit you when n…”
Apr 15, 2026 neutral
Apr 15, 2026 positive
CLI Environments Let AI Agents Autonomously Debug and Fix Broken Tools
“And then I think the most important thing that's super cool is that there it's also inherently a bootstrapped. So if there's an issue of the agent can debug and fix itself within the same environment that it uses the tool, right?”
Apr 15, 2026 positive
Supervising AI Agents Is a Deeply Technical Systems Problem, Unlike Managing Humans
“There's a critical difference
To being a manager, which is that like, it is actually very deeply technical.
The problem of, you know, humans are very like fuzzy and you can't like treat a team of humans like a rigorous system where like, you know, PRs like fle…”
Apr 18, 2026 positive
Eifrem: Context graphs capturing organizational decisions are vital for agentic automation
“And if generally we're in the kind of space right now of trying to shift decision-making from, you know, kind of human brains into agentics brains, right? It used to be from wetware to software. I don't even know what to call kind of the LLMs now, right? Into …”
Apr 18, 2026 positive
Eifrem: Production AI agents require four distinct enterprise data sources
“So my view on it is that in my head, it completed the quadrant of the types of data sources that are required to reach what I've been talking about as kind of escape velocity for agents in production.
And so what I mean by that is I think it's exactly four ty…”
Apr 27, 2026 bullish
Ludwig: Applied Intuition enables AI agents to configure sensor suites
“Nowadays though we expose all of the underlying APIs for that. And now using AI agents, you can actually configure a sensor suite with just text and likely reach a better result than you could have through the GUI in the past. And we're taking that thinking no…”
May 14, 2026 neutral
May 14, 2026 positive
May 20, 2026 positive
Cooper: AI coding agents prefer complex CLIs with hundreds of flags
“Things that were prohibitively annoying to humans are not actually prohibitively annoying to agents. They're really, really nice, right? And so, if I wanted to hand you a CLI and I said, hey, guess what? The CLI has 40 arguments and. Right. 600 flags. You'd be…”
May 20, 2026 neutral
Cooper: Infrastructure canvases will become output review tools instead of inputs
“We have previously used it a lot as an input and its goal moving forward is actually a lot more like an output. What I mean by that is you would go to the canvas and you'd make some changes and all these other things, whatever. Right. And you see them and, you…”
May 21, 2026 negative
May 21, 2026 positive
Burazin: AI agents need persistent, stateful computers like human laptops
“Agents will be like humans in the sense of you don't want your laptop to be shut down until you're done with work. Like, and you want to close the lid and open the lid. It's the same state. So agents would want that like pause and come back. They want those tw…”
May 21, 2026 bullish
Burazin: A dedicated agent cloud bundling sandboxes and primitives will emerge
“There will be a cloud built out specifically for agents. And so that cloud will have sandboxes and it will have web search and it'll have databases like SQLite or Neon or whatever, specifically for agent and other things. We are not at the end of the new infra…”
May 24, 2026 positive
Jun 2, 2026 neutral
Daigle: Replacing pull requests is hard because code review codifies social trust
“I think the reason why there's not a single answer is ultimately we're trying to codify trust. We're trying to say like, okay, if Sean reviews this, I'm going to trust it because you're Sean or you're the senior dev or you're the whatever. And right now when w…”
Jun 2, 2026 bearish
Daigle: AI code vendoring will not solve supply chain vulnerabilities
“And so I do think there's something true there where having like either taking only what you need or the dependencies just getting incredibly small over time, I think will help to some degree, but it's not going to solve the fundamental problem. I don't think …”
Jun 2, 2026 neutral
Jun 2, 2026 positive
Jun 4, 2026
Jun 4, 2026 neutral
Jun 22, 2026 bullish
Kolter: Security and science will explode as AI agents automate tedious verification
“So I think this is really sort of an underappreciated point that we're reaching this point, this sort of phase where a lot of security, a lot of science has this potential to kind of explode. Not because we're going to get better at it, but because agents can …”
Jun 22, 2026 neutral
Kolter: AI agents inheriting user permissions by default will soon change
“So far, we are still a lot, in a lot of cases, operating on the condition that your agent has your permissions. Yeah. That is a very standard default. And I think that will be changed. I mean, your permissions may be in a sandbox, but still kind of your permis…”
Jun 22, 2026 positive
Kolter: Agent identity will evolve around user personas before fine-grained permissions
“I think in terms of how this will evolve, actually, I don't think it'll be per app, but I think what will happen first is people have different personas that they have, right? So you don't want your work life and your home email to be mixed up. Yeah. Right. A …”
Jun 24, 2026 positive
Zaharia: Protocol design remains essential for multi-party interoperability despite fast coding
“For this type of interoperability where multiple parties that are moving at different speeds are building stuff and you still want some layer on top to coordinate you do want to design it and build it. So it reminds me of that, like agents talking to each othe…”
Jun 24, 2026 neutral
Zaharia: Prototyped AI agents stall when security teams block internal data access
“That's where we've seen a lot of other agents like hit things like people think they prototyped an awesome agent, but you know, it's not allowed to connect to like some really important data or whatever because of the, Security team.”
Jun 29, 2026 negative
Jun 29, 2026 neutral
Cohen: AI agents require continuous maintenance unlike static enterprise software
“Agents are different than normal software in that normal enterprise software. You can deploy it, put it on some server and let it run for like five years. And as long as you never touch it just works. Agents don't really work that way. The core thing that you'…”
Jul 8, 2026 positive
Jul 8, 2026 neutral
Bubna: AI agents struggle to reason through logs and observability
“I think the things that sometimes agents struggle with without right guidance and a skill is how to use the rest of our observability. Like, how to, something is failing, like, How do you look at the logs and then update the right thing? It's sort of reasoning…”
Jul 11, 2026
Perszyk: Agent reliability requires modeling user intent over UI clicking
“So ultimately reliability has less to do with clicking in the same place and scrolling and more to do with modeling the user's mind. And that shift is everything that reframes how we think about what it is that we're building.”
Jul 11, 2026 bearish
Jul 28, 2026 bullish
Nathan: Untapped enterprise agent market is 10x to 100x larger
“So now like we're seeing with agents, like there is Probably a contingent of like early adopters still who, you know, truly get it. We're like, you know, you can do anything. You just have to make sure the right context is there. It's connected to the right to…”
Aug 15, 2026 neutral
Krentsel: Interruptible agent workflows will mirror OS-style background task management
“So the way that we're going to need to reinvent what that kind of interactive interruptible work looks like in the agent layer, which is separate from the work going on, I think in the, like in the model layer. And in this like interactive model space, but I t…”
Aug 21, 2026 positive
Sep 2, 2026 positive
Sep 7, 2026 bullish
Sep 7, 2026 bullish