AI agent

also referred to as: ai agents

25 statements across 18 episodes · 13 bullish · 8 bearish · 6 people on the record · first statement Sep 29, 2023 by Sam Lessin · across every show →

Everything said about AI agent, oldest first

Sep 29, 2023 bearish
Prediction Not checkable as stated
Lessin Predicts AI Shopping Agents Will Obsolete Amazon in 15 Years
“When you look in 10 or 15 years in the future, I think a lot of this stuff will become less relevant. Because little mini AI Sam, Agent Sam looking for things and talking to all of their agents doesn't need to go to Amazon.com. It can be way more creative in t…”
Sam Lessin Sep 29, 2023 ▶ 40:11 #16: Why Your AI Startup is Probably Already Dead · More or Less Podcast
Feb 16, 2024 bullish
Prediction Not checkable as stated
Brit Morin: Oversaturation of AI agent startups will lead to market consolidation
“Oh, I'm long agents, but I think there are too many people trying to build agents, and there's going to be a consolidation of agents to some extent, or.”
Brit Morin Feb 16, 2024 ▶ 46:47 #34: 7 Trillion Reasons Why · More or Less Podcast
Feb 16, 2024 bearish
Opinion
Jessica Lessin: I am currently short on AI agent startups
“I'm kind of short agents, guys.”
Jessica Lessin Feb 16, 2024 ▶ 46:42 #34: 7 Trillion Reasons Why · More or Less Podcast
May 17, 2024 positive
Disclosure
Sam Lessin would deploy an avatar AI agent to attend large Zooms
“If you told me I would use an AI that I could dispatch onto large zooms as me, Can log in, review them and just send me notes. That is an actual use case. It has to look like me because otherwise it wouldn't be allowed in. But if there was a thing, which is li…”
Sam Lessin May 17, 2024 ▶ 4:48 #47: Algorithm-Proof Media and New Twists in the AI War · More or Less Podcast
Dec 13, 2024 bearish
Prediction Not checkable as stated
Lessin: The web will collapse as AI eliminates its underlying business model
“I also don't know how long the web survives it, because when you take away the business model, right, it will collapse.”
Sam Lessin Dec 13, 2024 ▶ 33:14 #77: Sora Reveal, Google's AI Agents and Digital Trade Under Trump · More or Less Podcast
Dec 27, 2024 bullish
Prediction Not checkable as stated
Levie: Role-specific AI agent startups will probably outperform AI CRM startups
“I think that the startups that are doing something more disruptive, i.e., you know, pure agents that, you know, go after a particular role or function, like those will probably work better than trying to be like the AI CRM company.”
Aaron Levie Dec 27, 2024 ▶ 1:13:28 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Jan 17, 2025 positive
Insight
Britt Morin: Coding education will adapt to instructing AI agents, not disappear
“Like any role with that AI is disrupting. You need to know how the sausage is made so that you can tell the agents What you want the thing to do, right? So I don't know that it goes away. I think it just changes structure, like the curriculum itself changes.”
Brit Morin Jan 17, 2025 ▶ 6:28 #82: TikTok, Trade Wars & Tech 2.0 · More or Less Podcast
Feb 14, 2025 bearish
Opinion
Morin: AI agent startups are uninvestable because they just wrap OpenAI.
“You don't need to look at it. None of it's investable. It's all just built on top of open AI.”
Dave Morin Feb 14, 2025 ▶ 16:39 #86: Elon’s $97B Curveball For OpenAI · More or Less Podcast
May 2, 2025 bearish
Opinion
Sam Lessin: Ubiquitous AI agents are science fiction marketing, not reality
“It's like self-driving. It's like, no, we're not fucking moments away from agents being all over our lives. It's all marketing. It's all marketing. They all just are reading old science fiction and writing marketing.”
Sam Lessin May 2, 2025 ▶ 30:51 How OpenAI Is Beating Google and Meta at Their Own Game · More or Less Podcast
Feb 13, 2026 neutral
Insight
Dave Morin: 'Dark software factories' use autonomous agents to write all code
“A dark software factory is basically you're running a agentic engineering organization where you, the code must not be written by humans. The code must not be reviewed by humans and you write tools to understand what's being built and to keep the thorough put …”
Dave Morin Feb 13, 2026 ▶ 46:28 Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus) · More or Less Podcast
Mar 6, 2026 bullish
Insight
Dave Morin: AI agents are this era's websites, browser isn't built yet
“I think that the it's like agents might actually be the website of this, like of this era and like the browser hasn't been built yet.”
Dave Morin Mar 6, 2026 ▶ 48:55 Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative · More or Less Podcast
Mar 6, 2026 negative
Opinion
Sam Lessin: Interoperability standards no longer matter for AI agents
“But you don't need standards. It doesn't matter anymore.”
Sam Lessin Mar 6, 2026 ▶ 49:29 Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative · More or Less Podcast
Mar 20, 2026 negative
Assertion Supported
Lessin: Rogue AI agent triggered major security alert at Meta
“A rogue AI agent triggered a major security alert at Meta by taking action without approval that led to exposure of sensitive information and user data to Meta employees who could not authorize it.”
Jessica Lessin Mar 20, 2026 ▶ 30:15 Nvidia’s GTC Was “Taylor Swift for Straight Men” (Apple, OpenAI, and OpenClaw News) · More or Less Podcast
Apr 10, 2026 positive
Assertion Not checkable as stated
Rauch: Vercel routes customer data queries through an internal AI agent
“In the past, Questions about customers would happen through, maybe there is a Salesforce account open, and the data team, the data integration, and if it's a very complex question, I have to ask a data analyst. All of that is going through an agent now.”
Guillermo Rauch Apr 10, 2026 ▶ 28:38 Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
Apr 10, 2026 positive
Insight
Dave Morin: Agent personality and memories must be portable across models
“Because like one of the other things that we're seeing a lot of is that, you know, if Anthropic decides that they need to shift their business model or whatever, whatever intelligence you're using underneath your agent, you still want its soul and its memories…”
Dave Morin Apr 10, 2026 ▶ 27:30 Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
Apr 10, 2026 bullish
Disclosure
Guillermo Rauch: Focusing angel investments on AI agent risk mitigation
“I've been particularly interested in everything around risk mitigation for agents, obviously, for obvious reasons.”
Guillermo Rauch Apr 10, 2026 ▶ 35:48 Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
Apr 10, 2026 positive
Disclosure
Rauch: Vercel candidates must explain how they would automate their own roles
“And so basically everyone at Vercel is now kind of like the steward of the agent, and that's their new job expectation. And now it's become part of our job screening, which actually forces the hiring manager to think about, I'm hiring a roboticist. I'm not hir…”
Guillermo Rauch Apr 10, 2026 ▶ 32:47 Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
Apr 10, 2026 positive
Insight
Rauch: Giving AI agents full computer access produces an AGI-like experience
“The very fascinating thing about agents is the more power an agent has, the more intelligently it performs. And so if an agent has an entire computer, like a Mac mini, it, you feel like you have AGI in your hands.”
Guillermo Rauch Apr 10, 2026 ▶ 20:57 Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
Apr 17, 2026
Insight
Morin: Companies must cultivate AI-native habits before optimizing token efficiency
“Instead of asking the person I'm going to ask the agent is a habit your brain has to learn and switch into. And for people in engineering, I think that's more native right now or product, but for people in sales or HR or, you know, even some just non-technical…”
Brit Morin Apr 17, 2026 ▶ 31:24 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
May 29, 2026 bullish
Prediction Not checkable as stated
Moms will always pay $20 monthly if AI reduces mental load
“Moms will always pay 20 dollars a month if like literally two percent of their mental load gets shaved off.”
Brit Morin May 29, 2026 ▶ 27:30 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Jun 5, 2026 bearish
Opinion
Morin: AI agents cannot replace employees due to poor memory and learning
“And agents, like the narrative between what agents can do and what people think they can do could not be wider. That's like one of my other narrative fascinations right now, Sam, which is that it's like anybody building this stuff knows that like they cannot d…”
Dave Morin Jun 5, 2026 ▶ 16:54 Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained
Jun 5, 2026 neutral
Insight
Morin: The AI agent era resembles 1997 web infrastructure
“I keep saying this, but I think it's kind of 1997. I always say it's like either 1983 or 1997, depending on which part of the technology canon you want to look at. But we're kind of in that era where websites were just invented. Some of the early languages for…”
Dave Morin Jun 5, 2026 ▶ 16:25 Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained
Jun 26, 2026 positive
Disclosure
Morin: AI agents grade my external meetings with LPs and founders
“I have my agents now. When I have an external meeting with like an LP or a founder or something, I get graded on how the meeting went for me, for them, the whole meeting.”
Brit Morin Jun 26, 2026 ▶ 32:41 Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, AI Talent War · More or Less Podcast
Jul 24, 2026 neutral
Assertion Not checkable as stated
Dave Morin: Fewer Than 10 Million People Currently Use AI Agents
“The truth is there's about, you know, there's less than ten million people using these things.”
Dave Morin Jul 24, 2026 ▶ 23:31 Stripe Is Trying To Buy PayPal For $150b | OpenAI Cyber Incident, Frontier Model Economics, Peptides · More or Less Podcast
Aug 28, 2026 positive
Opinion
Lessin: Email is by far the best interface for AI agents
“The email agent thing, I was on with an entrepreneur, actually two in the last week, and he's like, well, I have, like, the, I call the agent, and I text the agent, and I was like, yeah, but email's by far the best, and he's like, yeah, it is. Email's sick. Th…”
Sam Lessin Aug 28, 2026 ▶ 3:47 Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm · More or Less Podcast
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