Model Context Protocol

also referred to as: mcps

5 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Jun 20, 2025 by Brendan Humphreys · said 26 times in 7 episodes since 2025 · across every show →

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brought up most by Matt Turck (16), Felix Rieseberg (7), Ivan Borzin (1), Emily Glassberg Sands (1), Aaron Levie (1)

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2026 20 mentions in 5 episodes 4 per episode

Anthropic’s Felix Rieseberg: Claude Cowork, Mythos, and the SaaS Extinction Apr 10, 2026 · 9 mentions · from 19:32
Everything Gets Rebuilt: The New AI Agent Stack | Harrison Chase, LangChain Mar 12, 2026 · 6 mentions · from 27:57
The "Token Heist" Wiping Out AI Startups | Emily Sands (Stripe) Jul 9, 2026 · 2 mentions · from 9:59
The Agent Harness: Building Secure Sandboxes for Autonomous AI Workloads May 14, 2026 · 2 mentions · from 1:14
State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, Rise of Headless, and AI-Proofing Your Job May 28, 2026 · 1 mention · from 36:40
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2025 6 mentions in 2 episodes 3 per episode

Box’s Big AI Leap: Aaron Levie on Agents & the Future of Work Apr 17, 2025 · 5 mentions · from 1:02:08
Glean’s Breakthrough: CEO Arvind Jain on Scaling AI Agents & Search Apr 24, 2025 · 1 mention · from 16:46
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Everything said about Model Context Protocol, oldest first

Jun 20, 2025 bullish

Disclosure

Canva built an internal implementation of the Model Context Protocol

“We have our own model context protocol that we've stood up just in internally, ah, and we're certainly talking to the big vendors about, ah, interactions there that are possible.”

Brendan Humphreys Jun 20, 2025 ▶ 24:45 Inside a $3B ARR Rocketship — Canva CTO Brendan Humphreys on Deploying AI at Scale

Jun 26, 2025 bullish

Prediction Not checkable as stated

Rauch predicts a fully generative internet with fluid interfaces within 10 years

“So I think what's going to happen over the next 10 years is that people are going to start creating cross pollinations between products and integrations between products and novel interfaces to products that weren't, I mean, they were possible before, but just…”

Guillermo Rauch Jun 26, 2025 ▶ 39:11 Guillermo Rauch: Why Software Development Will Never Be the Same

Jun 26, 2025 bullish

Prediction Not checkable as stated

Rauch: MCP will replace human business development with agent-to-agent meetings

“You know, in many ways, I think MCB will be the new business development, but it's going to be at a hundred times the speed. It's not going to be people meeting and it's going to be agents meeting.”

Guillermo Rauch Jun 26, 2025 ▶ 42:57 Guillermo Rauch: Why Software Development Will Never Be the Same

Jul 10, 2025 bullish

Prediction Not checkable as stated

Model Context Protocol is becoming the default standard for LLM integration

“I mean, it's pretty clear that MCP is becoming the default way that any single service Stripe or GitHub or Notion talks to an LLM.”

Emily Glassberg Sands Jul 10, 2025 ▶ 59:05 The Rise of Agentic Commerce — Emily Glassberg Sands (Stripe)

Aug 7, 2025 neutral

Assertion Supported

Cherny: Claude Code operates as both an MCP client and server

“Quad code is a MCP client and an MCP server.”

Boris Cherny Aug 7, 2025 ▶ 23:11 Anthropic's Surprise Hit: How Claude Code Became an AI Coding Powerhouse

Model Context Protocol

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Everything said about Model Context Protocol, oldest first

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