AI agent

“He was very enthusiastic about agency and sort of, and I think in part because agency When you start thinking about training AI agents, it gets back into potentially a zone for reinforcement learning, which was what DeepMind was always known for.”

“I think in the next few years, we're going to see more AI agents surfing the web. Then people surfing the web”

“Even if your agent is 95% accurate, but now it's doing, like, 14, 15 steps, each of which is 95% accurate, and you multiply, you know.951549, now, half the time, the overall sequence is wrong, right?”

“The, AI doesn't get it right a hundred percent of the time, so you know, it's fine for a single purpose, maybe, depending on your use case, but when you start, you know, adding and combining multiple agents, then the error compounds”

“I, for instance, don't think that the problem two years or five years from now of agents will be relevance, per se, as in the quality of the models. The problem will be very boring stuff, such as, is it the right data, or have we actually updated the data for …”

“Our vision is that enterprise at large will not have one agent, but like more, 500 or 1000 of them.”

“Teams who start to build their own agents inside their companies quickly realize this, that really what you need to do is you need to assemble a custom prompt for every individual customer.”

“I think that broadly the big shift that's happening is, is customer experience, customer service professionals are evolving from, You know, reacting to incoming customer service inquiries to proactively managing them by really serving as the manager of an AI a…”

“The really big impact is that is the expansion of now what people can do with software and start to solve the use cases that we just never Ended up prioritizing in most of these categories.”

“I think we could easily be two years from now where you just feel totally comfortable that like all the software you use can talk to all the other software in an agentic way.”

“Now on top of that, you will have agents which will proliferate and they're going to be they're going to be like thousands of these agents inside, inside a large enterprise and they are all functional and they are, you know, vertical in nature.”

“We barely see any application where customers are running agents in a fully unattended unsupervised, you know, setting.”

“Agents are now getting a lot more powerful. They are, You know, they're getting they're sort of shifting from sort of basic two step rack kind of application flow where you take a task, you find some information, and then you make AI work on it to generate the…”

“There are certainly situations where, like, Scripts, spreadsheets, VBA, access databases are useful, you know, but nobody like builds them as the components of their technology, you know, strategy. They're the things you use for little tools. It's small, well-…”

“I think one thing that's different about agents and AI compared to other SaaS is that usually you're trying to do something that a human is doing in the organization. And To do that, you need the con, you need the same context that human has.”

“Enabling developers to move between those categories and being able to pick the agent That provides the best ROI or do it themselves. I think that's the key for winning in the next few years.”

“I don't think software engineering goes away. I think software engineering changes to actually a much more fun job. Where a lot of the mundane kind of plumbing of software engineering is handled for you, and you're able to orchestrate software with these agent…”

“Because now you can control computers remotely with agents. And again, we're just at the beginning of that. I think there's very few people that have actually done this. There's a company called Manos AI that has like this, like on your phone, you are controll…”

“I think latency budgets are gonna shrink to machine time. We talked about latency budgets in the context of the charge path, but, like, you know, people will wait three seconds for a spinner. I think an agent's just gonna retry somewhere else after a couple hu…”

“I think one of the things that made me remarkable about the current generation of agents is that they can self-correct. In fact, they're astonishingly good at self-correcting.”

“Our pre-training data is not very agent-like. If you think of the pre-training data, right, there is like websites and books and, you know, all kinds of recent text that has a lot of information, but it doesn't have a lot of actions. It doesn't really capture …”

“At some point, basically, just as desktop software became SaaS, at some point, SaaS will just become an agent because it's no longer really like a human that's It's actually doing everything in the software product, but a software that's running the software p…”

“When they are really gung ho about understanding and being able to use the AI agents, there's, they're able to communicate so much better than in the olden days. They're able to level up their level of understanding a lot faster.”

“If we let people use agents, they perform very poorly on basic knowledge. And if we let people just do the basic knowledge, they don't know how to use agents and they can't compete. So they can't do useful work in the workforce nowadays.”

“An agent doesn't know that. And if you specify that to an agent, you could also just create the calendar invite, the meeting pipeline, and it doesn't increase productivity by much.”

“In the future it's realistic that we work on problems that we don't understand, that agents understand, but we need to keep up in some way”

“And that I think that was the big change in and realization through vibe coding is that agents are good enough at manipulating file systems that they can use this as a replacement for their Context window, basically. They can select parts of what they want to …”

“Typically, if the file system is just representing textual context, and you're not expecting the agent to do much action on it, then you don't really need a full sandbox. You just need some representation of that context as a file system, and it can be Any sor…”

“You know, if agents never write any code, then okay, maybe they're not useful, but I think it's trending where Basically all agents will write code, so that's a very interesting piece, I think.”

“So I think, like, pretty clearly agents will be long-running and stateful, and so I think we have a deployments product. I think a lot of the I think deployments products that let you build long-running stateful things will be kind of, like, interesting no mat…”

“Communication is the hardest part of life, by the way, it's the hardest part of startups, hardest part of relationships, hardest part of working with agents is getting them to communicate.”

“One interesting thing there, actually, that we haven't yet released as of this recording, but will probably be released by the time it comes out, is we actually give the agent a tool to trigger its own compaction.”

“Yes, I think so, actually. I think if you run with proper guardrails, you know, we release guardrails for coding agents, for example. If you're on proper guardrails with proper sandboxing, and right now, yes, you probably also take some care to be a little bit…”

“Things like prompt injection are really a new security vulnerability for AI agents, and they mean that your risk is not just that you could have some, the model says something mean to you or something like that. Or even they could just write bad code. It could…”

“AI security of agents is this interaction between what can the agent be manipulated into doing? What might it do accidentally? And what credentials or access does it have to really affect change?”

“Well, when I think about agents, I think of them as digital knowledge workers and to do anything as a knowledge worker, you do need a computer or I should say anything sophisticated. So you and I can be in a conversation. We can get something done. But we usua…”

“The other thing is you can't do concurrency. So you can do multiple to the amount of compute that you have in your laptop, which will be quite limited. And so you might want to spin up 10 or 20 or 50 or a hundred or a 100,000, whatever that number might be. An…”

“You will actually see, interestingly, if you're like an executive and you start to do this, you'll see lots of areas actually where you should hire more people because you're like, oh my God, this thing is spitting out, you know, incredible goldmine of value, …”

“When you're doing vibe coding with agents, one of the things you'll notice is that your wall clock time, you know, in the world is mostly spent on Running tests, gathering data, searching through code base. A lot of the time is spent actually not just inferenc…”

“If you take every knowledge worker on earth, and you imagine that they're each going to have one agent that is working on their behalf. It turns out that the CPU utilization of that is more, it's 40 times the current annual CPU production that's out there.”

“I think the most interesting thing in the next 12 months is, I mean, I think we'll move up and I don't know if it's going to be to four or to five, But I think the more interesting thing is actually that, like, we talked about agents as economic actors, mostly…”

“I think in the world of agents, what we're gonna see more and more of is real-time metering, like, what have you consumed And real-time billing”

“And so the thing that you know, someone is buying from us is not, this will be the best ever tax return. They're buying that, you know, the confidence... They're buying that it's going to be consistent and reliable and something that they can trust that actual…”

“I think that closing the loop is gonna happen pretty fast. I think you'll have, like, I don't know about the entire loop being closed, but I think you'll be Relatively close by end of year.”

“And that's why I think, you know, for true agent native companies especially in the future today, I think it's still quite early, but especially in the future, having a clear understanding of what your company canon is and organizing that in an ontology that m…”

“Speaking is just so much faster than writing things down, and in fact, when you try to write things down, you are Actually, essentially trying to summarize all the crazy thoughts in your head, and so that's why it takes a lot of time. And it's useful for your …”

“A lot of the people with the best agent intuition, actually, yes, a lot of people come from ML backgrounds, but people who don't, a lot of them are ones who are just really good at automating their own work.”

“If you build these kind of LLM intuitions and you combine them with, you know, maybe basic principles of, like, organizational design and management I think you start to get to maybe what is, like, the frontier of agent building.”

“As people who are good at building agents know, like it's much better at the margins to be able to give principles and the whys and more context and let them figure it out.”