AI agent
also referred to as: ai agents
31 statements across 20 episodes · 16 bullish · 4 bearish · 18 people on the record · first statement Jun 27, 2025 by Vasanth Namasivayam · across every show →
Everything said about AI agent, oldest first
Jun 27, 2025 positive
Namasivayam: Synthetic Humans Must Fail and Complain Unlike AI Agents
“The synthetic human, the best thing which synthetic humans can do, which the AI agents cannot do is they can fail. They can fail at doing a task, which is a reflection of how a real human would fail in using a product. An AI agent will always figure out, or th…”
Jul 11, 2025 neutral
Jul 11, 2025 neutral
SaaS will become merely an execution layer beneath autonomous AI agents
“SaaS is becoming more of an execution layer, not an intelligent layer. Now the intelligent layer is moving more towards the AI agents, where it is more autonomous in nature. Where, ah, where, when employees interact with it, they don't interact with the SaaS a…”
Sep 19, 2025 bullish
Garg: Zero-cost AI agent activity will force a reinvention of the internet
“In a world where the cost of the activity comes to close to zero, because an agent is doing the activity, the infrastructure to enable the activity will all have to change. So I think that's what's underway today. And that is going to cause us to reinvent the …”
Oct 24, 2025 bearish
Oct 31, 2025 positive
RateGain builds AI agents for machine-to-machine booking and hotel call handling
“So we have built an AI agent also. So the AI agent works in two ways. One, it can speak with consumer AI agents. So let's say you are using an AI agent and you trust the AI agent to make all the bookings. It can actually go and talk to our hotel's AI agent and…”
Oct 31, 2025 bullish
Nov 12, 2025 positive
Aggarwal: Future AI agents will create their own sub-agents on demand
“Plus, I think the future of agents would be that agents will create their own agents on demand, which means, you know you know, if an agent thinks that we need some tasks to be done, it'll, it'll think about Thinking and they'll probably create their own.”
Nov 12, 2025 neutral
Aggarwal: True autonomy requires execution power; shortlisting options is merely automation
“Agent, agent with the powers to execute is autonomous. Which means, ah, as an example, just to complete the story, is that if I want to say I want to book a ticket, an agent is deciding on my behalf which seat to pick up, then that's autonomous. But if the age…”
Nov 28, 2025 bearish
Feb 27, 2026 bullish
Feb 27, 2026
Garg: Context in AI is a function of pairwise relationships
“Because context is a function of pairwise relationships. When I ask you a question how things are going, your wife asks you the question how things are going, and your CFO asks you the question how things are going, you have very different answers to the same …”
Apr 2, 2026
Jindal: AI agents fail at scale without evals and observability
“How can you have a agent running at scale if you don't have the evals or AI observability in place, like otherwise, You are totally flying blind. And especially when the system is non-deterministic, which can do, you know, you have no idea whether it's perform…”
Apr 2, 2026 bearish
Jindal: Large enterprises have more AI agents in production than tech startups
“Observability you need it when you have something in production, your agent is in production, and enterprises, like the large enterprises where the agents are in production more than, you know, like the, if you look at the Silicon Valley companies, they all ar…”
Apr 16, 2026 positive
May 10, 2026 positive
Kumar: Enterprises actively adopt AI agents in support and legal verticals
“So, you know, for example, support is, is, is an interesting vertical, right? Which is a lot of stuff happening within support where, you know, the ticket deflection and automatic resolution of tickets, these are things that whether somebody builds it themselv…”
May 10, 2026 neutral
May 10, 2026 bullish
Kumar: Every enterprise security workflow is being rethought around AI agents
“Every, every use case in security also is getting, you know, rethought, like, how can I build a, you know maybe an agent, right, that can do this automatically versus relying on how it was being done before. So every workflow is being, being reinvented and eve…”
May 15, 2026 positive
Bhatawdekar: Span-level scorers pinpoint errors in AI agent execution
“You can define those as deterministic functions, you know, implemented in code, or you can use LLM as judges, but then you can evaluate like, how did each span perform? And that can give you a fairly good way to zero in on problematic areas of your agents.”
May 20, 2026 bullish
Koratana: AI models enable autonomous agents to run entire workflows
“I think the really interesting inflection we've seen over the last three or four months is that the models have gotten good enough that agents can actually run the entire workflow, right? They're not additive to individuals. They are they're the ones that own …”
Jun 11, 2026 bullish
Jun 11, 2026 bullish
Saxena: Enterprises will demand autonomous AI resolution within two years
“At some point, I bet you, 12 months, 18 months, two years from now, the customer will come and say, Shashank, this is very dumb. I'm unhappy. Why? Because you've already done the whole resolution plan. Why do I have to come in and manually hit approve? Just do…”
Jun 11, 2026 bearish
Saxena: Major enterprise AI failures will stem from bad data feeds
“So at some point, you're going to start seeing front page headlines in the Wall Street Journal saying, this healthcare company or insurance company rejected one million claims, which it shouldn't have because the AI agent went rogue, or this credit card compan…”
Jun 18, 2026 bullish
Jul 9, 2026
Sanyal: AI outputs are mission-critical because AI is now the product interface
“I think it's the first time in human history that AI has become the face of the product. A user is directly talking to an AI and working with an AI. So every output of an AI system is mission critical. And with agents doing actions and making critical decision…”
Jul 24, 2026
Pushing AI agents to production requires technical founders, not just POCs
“I think if you don't have a strong technical founder on the team, it's very difficult to build these because as you know, pushing these agents into production is, is far different than building a POC. The non-technical person can build the POC and get it to lo…”
Aug 14, 2026 positive
Jain: Observe AI spent 18 months replatforming into autonomous AI agents
“Now everyone is 2.2. We've been on the journey for a bit now. Right. So everybody is now observe 2.2. We took the older product, right. That we built completely replatformized it. It's now all agents and whatever new builds all agents anyway, sellers are all a…”
Sep 3, 2026 bullish
Tandon: AI agents will make clean APIs obsolete by processing unstructured data
“Number two is I think the concept of agents where you don't really need A clean API per se. You can make do with unstructured data and take inputs and shoot out outputs that are processable, human readable, but also machine readable. And that to me is going to…”
Sep 10, 2026
Sankar: Agents require three context layers: knowledge, expertise, and norms
“This is the context that any agent, actually human or AI agent needs to be able to solve this problem for the customer. Knowledge, expertise, and norms. So if you had to build this in a business, you need to be able to bring together first the map of the busin…”
Sep 10, 2026
Sep 10, 2026
Sankar: Building AI agents is easy, but managing context is hard
“Investing in the
Orchestration layer or the model layer, like that's the easier problem to solve. Building an agent is easy. How do you actually make it accurate? How do you actually manage your context? That's going to be the hard problem.”