AI agent
also referred to as: ai agents
62 statements across 28 episodes · 35 bullish · 7 bearish · 29 people on the record · first statement Nov 21, 2024 by Amjad Masad · across every show →
Everything said about AI agent, oldest first
Nov 21, 2024 positive
Nov 21, 2024 bullish
Masad: AI agents mastering software is how AI achieves general intelligence
“Software, like agents being able to do software, Is how AI gets more general because software runs our lives, runs the internet, runs our businesses. And so the more competent AI becomes at software, the more general they are in terms of what they can do.”
Nov 21, 2024 positive
Masad: Replit is developing an autonomous AI agent to test generated apps
“So we actually have this feature coming up where instead of me testing it, we give it another agent. So here, you know, instead of me interfacing with it and saying, you know, the this is running or not running, We can give it another agent that is actually te…”
Dec 11, 2024
Dec 22, 2024 bullish
Benioff: AI agents will automate routine healthcare communications and reduce physician burnout
“A lot of this could be done a lot easier with agents and AI, and we're going to make their lives a lot better, a lot easier, simpler, and some of those things that they're doing, they don't need to talk to me about what my cholesterol number is, because I got …”
Apr 6, 2025 bullish
May 11, 2025 positive
Qureshi: Claude Code is an exciting preview of AI coding agents
“I love Claude code for developing, even though I have my complaints about it. There's something just very addictive about just telling it what to do, and it can, it's basically something that you run within the terminal. Of your computer, and so you just type …”
May 18, 2025 neutral
May 18, 2025
Jun 8, 2025 positive
Jul 31, 2025 positive
Taylor: Supervising AI agents turns 90% accuracy into 99% accuracy
“I think this idea of self, self-reflection and agents is really important. Having AI supervise the AI is actually very effective. Just think about it this way. If you produce an AI agent that's right, 90% of the time, that's not that great, but how hard would …”
Jul 31, 2025 bullish
Taylor: The entire software market will shift to outcomes-based AI pricing
“I think we're going to go through a similar transition. Like the whole market is going to go towards agents. I think the whole market is going to go towards outcomes based pricing. Not because it's the only way, but it's going to be like the market is going to…”
Sep 18, 2025 neutral
Foody: Success measurement bottlenecks economy-wide AI automation
“And so in many ways, the barrier to applying agents to the entire economy To automate every workflow is how do we measure success? How do we eval it and write the PRDs for everything that we want agents to do, which Mercore is obviously a huge part of doing.”
Sep 21, 2025 positive
Zhuo: Managing AI requires the same core fundamentals as managing people
“Like you still need a goal. You need to be very clear about what the outcome is. And you have to understand the strengths of, you know, used to be people, but now it's basically models and different models have different strengths. So it's like they have diffe…”
Oct 26, 2025 bullish
Nov 30, 2025 positive
Grosser: Company context makes bespoke internal AI agents superior to vendor software
“Because this whole space is so nascent, often your own esoteric context, you know, your content, your workflow is really key to unlocking the power of the agent. And so I think there's real value in experimenting with your own internal agent development.”
Dec 4, 2025 negative
Cohen: Releasing AI tools without change management yields only 5% adoption
“I think I see a lot of companies roll out their agents and just expecting companies to adopt. Doesn't work this way. Some will adapt. That tends to be kind of your cutting edge, five percent of talent that just wants new tools and they have a bias for change. …”
Dec 14, 2025 neutral
Human prompt writing and validation are the main limits to AI productivity
“I think that the current limiting factor, I mean, there's many, but I think a current underappreciated limiting factor is like literally human typing speed or human multitasking speed on like writing prompts. And like, you know, you were talking about, it's li…”
Dec 18, 2025
Improving AI agent reasoning lifts the entire user lifecycle simultaneously
“And agent, the beauty of it is it doesn't matter if it's actually first generation or if it's your nth generation. It just needs to be a better generation. Agent needs to understand your intent better and think and reason behind it. So it improves the entire l…”
Jan 1, 2026 bearish
Lemkin: Enterprise agent fatigue will create GTM headwinds within 12 months
“If you're a startup or even Salesforce or HubSpot, maybe, maybe close those deals in the next 12 months. Cause the window may close where people say, listen, that's the coolest agent I've ever seen. I'm exhausted from the last five. I had to do five last year.…”
Jan 1, 2026 positive
Jan 1, 2026 bearish
Jan 1, 2026 bullish
Jan 1, 2026 neutral
Lemkin: AI agents increase human workload rather than decreasing it
“We do more work with AI.
I'm working the hardest I've ever worked.
That's with all these agents and all the output they create and Amelia does a lot of it, but even I am working the hardest, but it's better, but it's not less work.
It's the, it's more work.
Th…”
Jan 1, 2026 neutral
Lemkin: AI agents fail without forward deployed engineers onboarding them
“The agent will fail without training and onboarding this product. It will fail. Like it will never work. So it becomes an imperative if you want to win. Like you need, I, you, this term has been bandied about too much, but you need a team of humans. We can cal…”
Jan 1, 2026 neutral
Jan 1, 2026 negative
Jan 1, 2026 positive
Lemkin: AI sales agents only succeed when trained on top-performer scripts
“They don't work out of the box. But when you dial them in, when you take your best person or your best script and you train an agent with your best person and best script, that agent can start to become a version of your best salesperson, your best person.”
Jan 1, 2026 bearish
Jan 11, 2026 neutral
Reganti: Granting AI agent autonomy inherently demands sacrificing operational control
“Every time you hand over decision-making capabilities or autonomy to agentic systems, you're kind of relinquishing some amount of control on your end trade, and when you do that, you want to make sure that your agent has Gained your trust, or it is reliable en…”
Jan 11, 2026
Badam: AI agent monitoring requires tracking granular implicit feedback
“And this production monitoring has existed for products like for a long time, just that now with AI agents, you need to be monitoring like a lot more granularity. It's not just the customer always giving you explicit feedback, but there is many implicit feedba…”
Jan 11, 2026
Badam: AI products should start with high human control before granting agency
“When you don't start with like agents with all the tools and all the context that you have in the company in day one and expect it to work or like, you know, even tinker at that level, you need to be deliberately starting in places where there is minimal impac…”
Jan 11, 2026 neutral
Jan 11, 2026
Reganti: Workflow Automation Always Requires Combining ML Models and Deterministic Code
“Whenever you're trying to automate some part of a workflow, it's never the case that you could use an AI agent and that will kind of solve your problems, right?
It's always, you probably have a machine learning model that's going to do some part of the job.
Yo…”
Feb 8, 2026 neutral
Context exposure is the ceiling on AI performance, not model intelligence
“If there's a good quote I've read, I can't, I apologize to the author cause I can't attribute it off the top of my head, but it's like the ceiling on the AI isn't the model intelligence. It's what the model sees before it acts. So that's the ceiling right now.…”
Feb 8, 2026 bullish
Feb 8, 2026 bullish
Feb 8, 2026 bullish
Natural language conversation is the new abstraction layer above code
“What's the layer that we are adding on top of code where people don't need to worry about code anymore. And at that point, it was like a year ago that we chatted, and it feels like this is the layer Is the agent conversation of what it is, what it's thinking a…”
Mar 22, 2026 positive
Fain: Product leaders must onboard AI agents exactly like junior employees
“We are basically all directors of work now, right? If we have an army of agents or this hundred new colleagues that joined our team, how would we onboard new junior team members who don't already understand our product philosophy? What's important to us and ho…”
Mar 29, 2026 positive
Mar 29, 2026 positive
Apr 2, 2026 positive
Apr 2, 2026 positive
Willison: Agentic coding removes developers' need for multi-hour focus blocks
“People talk about how important it is not to interrupt your coders, right? Your coders needs to have Like solid two to four hour blocks of uninterrupted work so they can spin up their mental model and tune out the code. It's some, that that's changed completel…”
Apr 2, 2026 neutral
Willison: AI 'lethal trifecta' risk is solvable only by eliminating one core capability
“You have a lethal trifecta. Anytime your agent has three things, it's got Access to private information. There's information that you've exposed to it, like your private inbox that, that is, is private in some way. It's exposed to malicious instructions. So th…”
Apr 2, 2026 negative
Willison: AI can never have true agency without human motivations
“I think agents have no agency at all. Like I would argue that the one thing AI can never have is agency because it doesn't have human motivations. Sure. You can tell it make more money or whatever, but it's never going to be able to decide on its, like what ma…”
Apr 19, 2026 positive
May 24, 2026 positive
May 24, 2026 positive
Shipper: User desktop agents preserve SaaS margins by offloading token costs
“When I run the agent on that website, I'm using my tokens. I'm not using the vendors tokens. I'm not using the apps tokens. And so it puts SAS back in this place where, yeah, you want to make it friendly for an agent and everyone's got a CLI.”
May 24, 2026 bullish
Dan Shipper: Agents will drive a massive spike in SaaS demand
“And I think that what agents do is increase the number of users of SaaS. Not get rid of it. And so I think SaaS companies are going to see like an insane spike in the amount of demand that they have, because there's going to be tons of agents using these produ…”
May 24, 2026 neutral
May 24, 2026 bullish
Shipper: Embedding browsers directly inside desktop AI agents will be common in a year
“Take the AI agent that you use all the time on your computer and put a browser in it so it can see everything you're doing. And that is just like a magical combination that I think will be, is very uncommon now. You can't even do this in cloud code because the…”
May 24, 2026
Shipper: AI agents only stay useful if a human actively maintains them
“Whether it's OpenClaw or any other harness, in order for an AI agent to be useful right now, it really needs a human who cares about it. It really needs like a human personal connection with someone who's like, Watching what it does and make sure that it's doi…”
Jun 21, 2026 positive
Jul 19, 2026 positive
AI agents make standardized infrastructure and paved paths essential for guardrails
“In a world of AI with agents operating across multiple systems, wanting source of truth data, the importance of having preferred paved paths that get the most of the benefits and produce some guardrails so we can make sure we're doing good work, common infrast…”
Jul 19, 2026 positive
Jul 19, 2026 bullish
Netflix envisions future work being jointly performed by humans and AI
“One of the visions we have at Netflix is we will have so many agents that are contributing to doing work. That you need to be able to reason and rationalize throughout that. You know, the humans are the ones guiding what's the problem we need to solve. Do I fe…”
Aug 30, 2026 positive
Seshan: Future of work shifts to humans steering while AI rows
“I do think that increasingly the future of work will look more like steering than rowing in the sense that there will be agents that you'll, you'll be able to work with that do a lot of the rowing and your role increasingly becomes steering the ship in the rig…”
Aug 30, 2026 bullish
Seshan: AI agents will evolve into persistent coworkers needing periodic syncs
“People are increasingly thinking about agents that are persistent, that feel like teammates, that feel like coworkers. Where you can work with them the way I might work with someone on my team, which is they do a whole bunch of work. I provide input and then t…”
Sep 6, 2026 neutral
Sep 8, 2026
Ugarte: AI agent success requires solving backend bottlenecks over feature roadmaps
“And so in order to actually deliver on that promise, it's actually not a lot of feature product roadmap style stuff. It's like hill climbing five really important problems in the back end that many users don't directly experience, but you totally feel when, yo…”
Sep 8, 2026 negative
Ugarte: Second-by-second updates from AI agents overwhelm users and cause harm
“And the reason for that is we think as these models get smarter the same way that your teammates, you know, you wouldn't ask for second by second updates of exactly all the buttons they're pressing and websites they're going to. I think it's too much to ask yo…”