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
Insight
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…”
Vasanth Namasivayam Jun 27, 2025 ▶ 25:01 How NVIDIA, Meta & Dropbox Taught Me To Build Great Products | Vasanth, Founder - Featurely
Jul 11, 2025 neutral
Insight
Chakkarapani: Enterprise success metrics will not change in the AI era
“Those metrics are not going to change because all the business drivers are still the same, right? It's only the enablers and the variables to do that is changing. So we should still focus on the actual value.”
Karthik Chakkarapani Jul 11, 2025 ▶ 15:36 What Startups Can Learn from a $1.7B Co. Chief Information Officer | Karthik Chakkarapani
Jul 11, 2025 neutral
Insight
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…”
Karthik Chakkarapani Jul 11, 2025 ▶ 7:22 What Startups Can Learn from a $1.7B Co. Chief Information Officer | Karthik Chakkarapani
Sep 19, 2025 bullish
Prediction Not checkable as stated
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 …”
Ashu Garg Sep 19, 2025 ▶ 11:59 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Oct 24, 2025 bearish
Insight
Bajaria: Embedded Workflow Integrations Are No Longer Defensible Software Moats
“Agentifying workflows are getting very simple. So the workflow is not, not a mode. Being embedded in a workflow is not a mode because switching costs are getting lower.”
Viral Bajaria Oct 24, 2025 ▶ 54:09 6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
Oct 31, 2025 positive
Disclosure
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…”
Bhanu Chopra Oct 31, 2025 ▶ 19:13 How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
Oct 31, 2025 bullish
Prediction Not checkable as stated
Chopra: Consumer AI Agents Will Disrupt Travel Purchasing and Business Models
“I strongly believe AI is going to gonna have a huge impact on how travel is purchased , ah, especially with consumer AI agents, and a lot of business models will get disrupted.”
Bhanu Chopra Oct 31, 2025 ▶ 36:54 How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
Nov 12, 2025 positive
Prediction Not checkable as stated
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.”
Sachin Aggarwal Nov 12, 2025 ▶ 46:25 The Founder Who Mastered Timing Ft Sachin Aggarwal | StackGen
Nov 12, 2025 neutral
Insight
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…”
Sachin Aggarwal Nov 12, 2025 ▶ 49:59 The Founder Who Mastered Timing Ft Sachin Aggarwal | StackGen
Nov 28, 2025 bearish
Prediction Not checkable as stated
Zuora CIO: Number of SaaS apps will decrease as agents proliferate
“Because the number of SaaS apps will go down. The number of agents will go up.”
Karthik Chakkarapani Nov 28, 2025 ▶ 54:20 3 Steps on How Large Companies Decide to Buy From a Startup or Not | CIO Karthik Chakkarapani
Feb 27, 2026 bullish
Insight
Garg: Fully autonomous agent transactions require context graphs
“To get to that, and that might not make sense for everything, but there are many situations where that makes sense. To get to that nirvana, we need context graphs.”
Ashu Garg Feb 27, 2026 ▶ 8:36 AI Needs to Know Why You took THAT decision | Ashu Garg, Investor at Foundation Capital
Feb 27, 2026
Insight
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 …”
Ashu Garg Feb 27, 2026 ▶ 17:02 AI Needs to Know Why You took THAT decision | Ashu Garg, Investor at Foundation Capital
Apr 2, 2026
Insight
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…”
Manish Jindal Apr 2, 2026 ▶ 55:42 Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize
Apr 2, 2026 bearish
Assertion Not checkable as stated
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…”
Manish Jindal Apr 2, 2026 ▶ 48:24 Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize
Apr 16, 2026 positive
Opinion
Sudheesh Nair: US Enterprises Are Actively Adopting Agents, Europe Is Slow
“I mean, look, I'll tell you, Europe is pretty slow. Siddhartha Ahluwalia: Yeah. Sudheesh Nair: But the US, absolutely.”
Sudheesh Nair Apr 16, 2026 ▶ 22:26 After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix
May 10, 2026 positive
Assertion Supported
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…”
Poojan Kumar May 10, 2026 ▶ 16:06 How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
May 10, 2026 neutral
Opinion
Kumar: No vendor has yet holistically solved AI agent data lineage
“I think that is very early days. I don't think anybody has really tackled this holistically yet, but this is I think important.”
Poojan Kumar May 10, 2026 ▶ 15:32 How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
May 10, 2026 bullish
Opinion
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…”
Poojan Kumar May 10, 2026 ▶ 11:04 How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
May 15, 2026 positive
Insight
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.”
Ameya Bhatawdekar May 15, 2026 ▶ 22:24 The “Messy State” of AI & How to Fix It | Ameya, Braintrust CTO
May 20, 2026 bullish
Insight
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 …”
Animesh Koratana May 20, 2026 ▶ 37:09 Great Founders Aren't Writing Code. They're Building Its Immune System. | Animesh, PlayerZero
Jun 11, 2026 bullish
Prediction Not checkable as stated
Saxena: Feeding AI agents high-quality data will be mainstream by 2028
“AI agents and giving them rich data to feed off of that's high quality is going to be, is starting to be more of a mainstream problem, but will be a mainstream problem two years from now.”
Shashank Saxena Jun 11, 2026 ▶ 52:44 Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
Jun 11, 2026 bullish
Prediction Not checkable as stated
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…”
Shashank Saxena Jun 11, 2026 ▶ 38:59 Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
Jun 11, 2026 bearish
Prediction Not checkable as stated
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…”
Shashank Saxena Jun 11, 2026 ▶ 11:37 Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
Jun 18, 2026 bullish
Insight
Siddharth: Humans Should Never Create V1 of Knowledge Work
“Basically the agents create V-one of the work. Humans are verifying and iterating. Humans never create V-one.”
Jonathan Siddharth Jun 18, 2026 ▶ 38:05 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
Jul 9, 2026
Insight
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…”
Atin Sanyal Jul 9, 2026 ▶ 6:17 The Hidden Layer Every Al Product Needs Today | Atin Sanyal Founder, Galileo
Jul 24, 2026
Insight
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…”
Mahesh Ram Jul 24, 2026 ▶ 27:53 The New Rules of Startups Moats with 3x Founder Mahesh Ram ex-Zoom Al
Aug 14, 2026 positive
Disclosure
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…”
Swapnil Jain Aug 14, 2026 ▶ 54:03 ChatGPT Killed My $50M ARR Business Overnight | Swapnil Jain Observe Al
Sep 3, 2026 bullish
Prediction Not checkable as stated
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…”
Tanay Tandon Sep 3, 2026 ▶ 30:23 How Tanay Tandon is Building a $100 Billion Healthcare AI Company
Sep 10, 2026
Insight
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…”
Prukalpa Sankar Sep 10, 2026 ▶ 24:16 Why Startups Fails Even After Finding PMF | Prukalpa Sankar, Atlan
Sep 10, 2026
Assertion Not checkable as stated
Sankar: 50% of Atlan's platform users are AI agents
“Actually I, I'd say 50% of our end users are now agents and the rest 50% are humans.”
Prukalpa Sankar Sep 10, 2026 ▶ 22:05 Why Startups Fails Even After Finding PMF | Prukalpa Sankar, Atlan
Sep 10, 2026
Insight
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.”
Prukalpa Sankar Sep 10, 2026 ▶ 36:16 Why Startups Fails Even After Finding PMF | Prukalpa Sankar, Atlan
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.