AI agent

also referred to as: ai agents

73 statements across 36 episodes · 51 bullish · 10 bearish · 30 people on the record · first statement Apr 25, 2023 by Alex Graveley · across every show →

Everything said about AI agent, oldest first

Apr 25, 2023 bullish
Prediction Held up
Autonomous tax-filing AI agents are achievable within the next few years
“You want to make a thing where you say, hey, computer, file my taxes, and it does the right thing. You know, I think we can get there. That's certainly in the next few years you know.”
Alex Graveley Apr 25, 2023 ▶ 35:53 No Priors Ep. 10 | With Copilot's Chief Architect and founder of Minion.AI Alex Graveley
Aug 10, 2023 bullish
Prediction Not checkable as stated
Guo: AI agents writing executable code is a powerful new paradigm
“There's been very recently more attention or just more understanding of how powerful it is to have agents that in some way write executable code. Right. Because you can programmatically use many more tools you can call APIs. And I think if that is do a task th…”
Sarah Guo Aug 10, 2023 ▶ 12:10 No Priors Ep. 27 | With Sarah Guo & Elad Gil
Sep 14, 2023 bullish
Prediction Not checkable as stated
Polosukhin: Future SaaS interfaces will be hybrid AI agents and dynamic UIs
“It will be a hybrid. So I like in my imagination right now, at least I expect like you can describe a business process, which is like, Hey, you know, when we have a new creative from like marketing department, Spin up a Twitter campaign and create me a dashboa…”
Illia Polosukhin Sep 14, 2023 ▶ 32:32 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Sep 14, 2023 bullish
Prediction Didn’t hold up
Polosukhin: First organizations run by AI agents will emerge in 2023
“I think we'll see, you know, first organizations like this, probably even this year where Potentially with a simpler mission, some kind of more straightforward like KPI metrics, but where kind of this information propagation and onboarding of people happens al…”
Illia Polosukhin Sep 14, 2023 ▶ 8:07 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Sep 14, 2023 positive
Insight
Polosukhin: Blockchain accounts turn AI agents into paying economic actors
“If we, you equip them with a blockchain account, right? They are now becoming an economic agent that is able to pay other people and pay other AIs to do work, right?”
Illia Polosukhin Sep 14, 2023 ▶ 5:15 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Sep 14, 2023 bullish
Prediction Not checkable as stated
Polosukhin: DAOs will be the first place AI managerial agents emerge
“I think DAOs is, and especially what happened with DAOs, there was a lot of people who were really excited about DAOs kind of as a concept. And so they put a lot of time running them, but it's actually a very like not interesting job, right? It's like you onbo…”
Illia Polosukhin Sep 14, 2023 ▶ 9:08 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Sep 14, 2023 positive
Prediction Not checkable as stated
Polosukhin: AI agent CEOs will run organizations and replace middle management
“I really think one of the most interesting cases is organizations that are run completely by AI, right? Where quote unquote CEO role is taken by AI agent. Who's tasked by, you know, by community or board of directors or whatever is oversight governance is to, …”
Illia Polosukhin Sep 14, 2023 ▶ 5:56 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Sep 21, 2023 bullish
Prediction Not checkable as stated
Masad: Fully automated AI bounty hunters will autonomously earn money
“In the future, I could see people creating bounty hunters that are fully automated. So can you create an AI that can go earn money for you while you sleep?”
Amjad Masad Sep 21, 2023 ▶ 24:41 No Priors Ep. 33 | With Replit's CEO & Co-Founder Amjad Masad
Nov 16, 2023 bullish
Prediction Held up
Albrecht: Narrow AI agents for email triage will work by late 2024
“Yeah, I think a year from now we're going to start to see some of these use cases actually work that today you could you can write these like we have the capabilities you can make some kind of agent to triage your email or to do scheduling or many of these wor…”
Josh Albrecht Nov 16, 2023 ▶ 22:22 No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
Nov 16, 2023 positive
Insight
Qiu: Chain of thought and tree of thought function as error correction
“Reasoning is one big piece of improving reliability, and second chunk of things is like all of this error correction, and I think like chain of thought, tree of thought, these are error correction techniques.”
Kanjun Qiu Nov 16, 2023 ▶ 7:16 No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
Nov 16, 2023 negative
Insight
Qiu: Training a giant monolithic model does not magically solve agent reliability
“It's not like, oh, magical, you know, we train a giant model and stick everything into it and then magically it works. Like it does not work. It'll get better at random parts of the agent loop, but that's not what we want.”
Kanjun Qiu Nov 16, 2023 ▶ 15:06 No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
Nov 16, 2023 bullish
Prediction Open · timeframe Nov 2028
Albrecht: Users will create bespoke agents via natural language within five years
“And I think five years from now we're going to have something where it's not just you know, okay we have a scheduling bot we have this other thing but we really have these more general more robust systems where Each of us can individually say, like, I want a t…”
Josh Albrecht Nov 16, 2023 ▶ 22:39 No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
Nov 16, 2023 positive
Insight
Albrecht: Repeatable AI agent workflows must progressively transition into explicit code
“And as you do things that you want to do more robustly and you want to do in a more repeatable way, then you want to move it more towards code, right? And so To the extent that you've never seen this task before, maybe you should be doing it in this more kind …”
Josh Albrecht Nov 16, 2023 ▶ 13:29 No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
Nov 16, 2023 positive
Insight
Albrecht: The true promise of AI lies in autonomous agents, not chatbots
“Right now, you can ask some kind of chatbot something and it'll give you back a response, but the burden is sort of on you to go do something with that to verify whether it's correct or not. I think the real promise of AI is if we can get systems that can actu…”
Josh Albrecht Nov 16, 2023 ▶ 2:53 No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
Mar 7, 2024 bullish
Prediction Not checkable as stated
Gil: Future AI reasoning will shift to inference-time compute and retraining
“And I think that's also a little bit under discussed in terms of probably a lot of what's going to happen in the future, particularly we get into agents and reasoning is stuff that's happening at that point of inference. And then it's used to sort of feedback …”
Elad Gil Mar 7, 2024 ▶ 4:18 No Priors Ep. 54 | With Sarah Guo & Elad Gil
Mar 7, 2024 bullish
Prediction Not checkable as stated
Gil: New reinforcement learning AI agent products will emerge within 6-12 months
“And so I think that that purpose of knowledge is about to hit the world in the context of new products. And it'll take time for those products to emerge, you know, six months, 12 months, a year. But It does feel like that's another wave that's coming where you…”
Elad Gil Mar 7, 2024 ▶ 11:16 No Priors Ep. 54 | With Sarah Guo & Elad Gil
Mar 21, 2024 negative
Insight
Guo: AI agents cannot automate early-stage VC due to missing data
“At the early stages, a lot of the data doesn't exist, right? Like you'd have to capture real world data. You have increasingly meetings over zoom, but you would want to capture a lot of information about people. So much of it is access and the information abou…”
Sarah Guo Mar 21, 2024 ▶ 29:12 No Priors Ep 56 | With Baseten CEO and Co-Founder Tuhin Srivastava
Mar 28, 2024 bullish
Opinion
Chase: Passive background insight extraction will drive AI personalization memory
“I also think one thing that I'm bullish on is a more kind of, like passive background process that kind of looks at conversations and almost, like, extracts insights. And then you can use those insights in kind of, like, future conversations.”
Harrison Chase Mar 28, 2024 ▶ 9:26 No Priors Ep. 57 | With LangChain CEO and Co-Founder Harrison Chase
Mar 28, 2024 positive
Insight
Chase: Few-shot prompting effectively builds procedural memory for AI agents
“So on the procedural side, I think the main thing that we see people doing and that we think is pretty effective is few-shot prompting and maybe fine-tuning for how to use for how to use tools, because that's basically what it comes down to. What's the right w…”
Harrison Chase Mar 28, 2024 ▶ 8:22 No Priors Ep. 57 | With LangChain CEO and Co-Founder Harrison Chase
Mar 28, 2024 bullish
Prediction Not checkable as stated
Chase: Long context windows will not replace chaining and AI agents
“There are also things where it requires iterations. You need to like decide what to do, interact with the environment, get that back. So this whole idea of chaining and agents, I don't like, That's less around context windows and more around interacting with t…”
Harrison Chase Mar 28, 2024 ▶ 18:07 No Priors Ep. 57 | With LangChain CEO and Co-Founder Harrison Chase
Apr 11, 2024 neutral
Insight
Gil: Treat AI agents today like junior interns needing active steering
“The way to think about agents today I feel is almost like a junior intern. They're very eager. They're trying really hard to please, but they still have a lot to learn or you kind of need to give some direction. And so this is a mechanism by which you kind of …”
Elad Gil Apr 11, 2024 ▶ 21:42 No Priors Ep. 59 | With Sarah Guo & Elad Gil
Jul 11, 2024 neutral
Insight
Field: Design requires iterative AI loops because prompts cannot capture full context
“In the design context one thing that really matters a lot is the iterative loop and being able to keep going back and forth to an agent and give more instructions over time. If you just kind of like go to first principles here, there's so much that you're not …”
Dylan Field Jul 11, 2024 ▶ 5:05 No Priors Ep. 71: The Best of 2024 (so far) with Sarah Guo and Elad Gil
Aug 30, 2024 bullish
Prediction Not checkable as stated
Steinberger: Software tools will optimize for AI agents like websites for Google
“The way websites had optimizations made for Google search crawlers crawling, I think there will be tool optimizations made for AI, and for those that don't have it, the models will just use it natively”
Eric Steinberger Aug 30, 2024 ▶ 36:19 No Priors Ep. 79 | With Magic.dev CEO and Co-Founder Eric Steinberger
Sep 5, 2024 bullish
Prediction Not checkable as stated
Karpathy: AI workflows will evolve into swarms resembling corporate hierarchies
“I think we'll probably end up with companies for, of LLMs. I think it's not unlikely to me that you have models of different capabilities specialized to various Unique domains. Maybe there's a programmer, et cetera. And it will actually start to resemble compa…”
Andrej Karpathy Sep 5, 2024 ▶ 29:42 No Priors Ep. 80 | With Andrej Karpathy from OpenAI and Tesla
Sep 19, 2024 bullish
Prediction Not checkable as stated
Taylor: AI agents will personalize personality per customer within years
“Agents start off with one personality, and then, you know, maybe a few years from now, people have the confidence of saying, let's actually reflect back the personality or demographic of the person talking.”
Bret Taylor Sep 19, 2024 ▶ 38:15 No Priors Ep. 82 | With CEO of Sierra Bret Taylor
Dec 26, 2024 bullish
Prediction Not checkable as stated
Taylor: In 2025, digital presence probably means having branded AI agents
“In 2025, existing digitally will probably mean having a branded AI agent that your customers can interact with to do everything that they can do on your website.”
Bret Taylor Dec 26, 2024 ▶ 7:49 No Priors Ep. 95 | Best of 2024
Jan 16, 2025 positive
Insight
Zhang: Customer service is the golden use case for AI agents
“Our current use case as maybe what we think is like the golden use case for these AI agents, which is customer interactions, customer service. The use case is very tailor made for what LLMs are good at.”
Jesse Zhang Jan 16, 2025 ▶ 1:58 No Priors Ep. 97 | With Decagon CEO and Co-Founder Jesse Zhang
Jan 16, 2025 neutral
Insight
Zhang: Viable AI agent use cases require incremental value and quantifiable ROI
“The use cases that emerged, like you have to have those two qualities. Like it has to be able to be something that can be rolled out slowly and doesn't have the perfect off the bat, but it's already providing value, right? Like I think coding agents is like a …”
Jesse Zhang Jan 16, 2025 ▶ 28:57 No Priors Ep. 97 | With Decagon CEO and Co-Founder Jesse Zhang
Jan 16, 2025 bearish
Prediction Not checkable as stated
Zhang: Most AI agent use cases lack commercial viability with current models
“I think our view is that for the vast majority of use cases right now, it is still, like there's not going to be real commercial adoption with the state of the current models because of a bunch of things.”
Jesse Zhang Jan 16, 2025 ▶ 26:14 No Priors Ep. 97 | With Decagon CEO and Co-Founder Jesse Zhang
Jan 16, 2025 bearish
Prediction Not checkable as stated
Zhang: Enterprise adoption of cybersecurity AI agents will be slower than expected
“And so because the models are inherently non-deterministic, It's very hard for buyers like really trust a gen AI solution there. And so, especially agentic solution. So like, I think that option there is going to be really, really, really slow, a lot slower th…”
Jesse Zhang Jan 16, 2025 ▶ 26:58 No Priors Ep. 97 | With Decagon CEO and Co-Founder Jesse Zhang
Feb 25, 2025 bullish
Prediction Not checkable as stated
Hsu: All dry lab workflows will be automated by AI agents
“I think it's very clear now that basically all dry lab workflows are going to get automated with agents or with co-pilots”
Patrick Hsu Feb 25, 2025 ▶ 28:52 No Priors Ep. 103 | With Vevo Therapeutics and the Arc Institute
Mar 13, 2025 neutral
Insight
Dohmke: AI agent supply is infinite and constrained only by GPU capacity
“Human developers are expensive because there's limited supply agents will have infinite supply that, that will only be limited by the amount of compute capacity GPUs available in data centers.”
Thomas Dohmke Mar 13, 2025 ▶ 35:18 No Priors Ep 106 | With GitHub CEO Thomas Dohmke
Apr 10, 2025 bullish
Prediction Not checkable as stated
Foody: Future Labor Markets Will Coordinate Humans and AI Agents
“I think so, because customers ultimately come with, like, a problem to be solved, right? And ideally, it's some coordination of how those two fit together.”
Brendan Foody Apr 10, 2025 ▶ 36:13 No Priors Ep. 110 | With Mercor CEO and Co-Founder Brendan Foody
Apr 10, 2025 positive
Insight
Foody: Agent eval creation is biggest barrier to automating knowledge work
“And so I think we're going to see an immense amount of eval creation for, like, agents and that is the largest barrier to Automating most knowledge work in the economy.”
Brendan Foody Apr 10, 2025 ▶ 15:11 No Priors Ep. 110 | With Mercor CEO and Co-Founder Brendan Foody
Jul 10, 2025
Prediction Not checkable as stated
Conrad: Enterprise AI agents must inherit individual user permissions
“And ultimately, I think like all of these AI agents are going to need to inherit the permissions of a person.”
Parker Conrad Jul 10, 2025 ▶ 41:22 No Priors Ep. 122 | With Rippling Co-Founder & CEO Parker Conrad
Jul 17, 2025 bullish
Opinion
Laskin: Teaching AI agents to take action is mostly solved
“To me, it seems like really, 20% of the problem is teaching these agents how to act, and it's more or less solved.”
Misha Laskin Jul 17, 2025 ▶ 11:10 No Priors Ep. 123 | With ReflectionAI Co-Founder and CEO Misha Laskin
Sep 18, 2025 neutral
Assertion Not checkable as stated
Zhang: Consumer AI Agents Contacting Enterprise Support Not Yet Happening at Scale
“It's not something we're seeing at scale now where you have agents writing in for you.”
Jesse Zhang Sep 18, 2025 ▶ 28:59 No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
Sep 18, 2025 negative
Insight
Zhang: Pricing AI agents per minute incentivizes needlessly long calls
“You also don't want to price per like, you know, minutes of the call either like that. That's just kind of weird. And also incentivizes the agents to just like have really long calls. So you price basically the number of conversations that it can have.”
Jesse Zhang Sep 18, 2025 ▶ 23:16 No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
Sep 18, 2025 positive
Insight
Zhang: Engineering teams want to offload AI agent logic to business users
“What we found is even when the engineering teams are very much involved, they don't necessarily want to be on the hook for every little change, and so in that case, we can work very well with them, and you have them still owning how does the AI agent interact …”
Jesse Zhang Sep 18, 2025 ▶ 21:30 No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
Sep 18, 2025 neutral
Prediction Not checkable as stated
Zhang: Near-Term Agent-to-Agent Communication Will Remain in Natural Language
“I think in the near term, they'll still communicate in natural language, just because, like, each agent also needs to be compatible with humans, right? So if they talk to a human agent, a human support agent, or if we talk to a human customer, of course it has…”
Jesse Zhang Sep 18, 2025 ▶ 28:23 No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
Oct 2, 2025 negative
Assertion Not checkable as stated
Arora: Major cloud providers cannot agree on definition of AI agent
“The problem is I can't get one person to agree with the other person's definition of an agent.”
Nikesh Arora Oct 2, 2025 ▶ 55:08 No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
Oct 2, 2025 neutral
Opinion
Arora: The agentic challenge is much bigger than generative AI
“I do think the agentic challenge is a much bigger challenge than the generative AI challenge.”
Nikesh Arora Oct 2, 2025 ▶ 4:41 No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
Oct 2, 2025 negative
Opinion
Arora: AI agents will not replace human enterprise relationship sales
“I seriously doubt that an AI agent will convince the CIO or C so faster than my human that goes and hangs out with him and shows him the product.”
Nikesh Arora Oct 2, 2025 ▶ 36:18 No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
Oct 23, 2025
Insight
Lloyd: AI agents struggle far more on pro codebases than web apps
“Like, I think it's relatively straightforward at this point for a good agent to like, you know, with relatively few prompts, build like a web app. It's much harder to apply these agents successfully to pro code bases.”
Zach Lloyd Oct 23, 2025 ▶ 10:10 No Priors Ep. 137 | With Warp Co-Founder & CEO Zach Lloyd
Oct 23, 2025 bullish
Prediction Not checkable as stated
Lloyd: Within years, all developers will work by prompt with some automation
“Like, I think within a couple of years, you'll have everyone working by prompt and you'll have some slice of development tasks that are just like in the background, like a server error comes in or a new ticket, a user report comes in something Something is aut…”
Zach Lloyd Oct 23, 2025 ▶ 12:29 No Priors Ep. 137 | With Warp Co-Founder & CEO Zach Lloyd
Oct 23, 2025 bearish
Opinion
Lloyd: Perpetual junior engineering roles are at risk from AI agents
“Where you don't want to be, I think is like someone who is just like perpetually in the junior engineer state. Cause I do think that's at risk.”
Zach Lloyd Oct 23, 2025 ▶ 14:05 No Priors Ep. 137 | With Warp Co-Founder & CEO Zach Lloyd
Dec 19, 2025 bullish
Prediction Not checkable as stated
Levie: 2026 Enterprise AI Delivery Will Center on Domain-Specific Agents
“Twenty-twenty-six prediction would be that this is going to be certainly the continued year number two of AI agents, but in particular AI agents in the enterprise in either deep vertical or domain specific areas. I think this is going to be the main way that w…”
Aaron Levie Dec 19, 2025 ▶ 33:38 No Priors Ep. 144 | The 2026 AI Forecast with Sarah & Elad
Jan 8, 2026 bullish
Prediction Not checkable as stated
Huang: Cheaper AI will enable multi-agent safety monitoring networks
“If the marginal cost of AI is going to go down significantly, that one AI is going to be monitored by millions of AIs. And more and more AI is going to be monitoring, monitoring each other. People don't, can't forget that an AI is not going to be an agent by i…”
Jensen Huang Jan 8, 2026 ▶ 28:57 NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
Feb 19, 2026 neutral
Insight
Guo: High-status engineering tasks can be surprisingly easy for AI agents
“One thing I've seen is that if you have An engineering identity that's based on that, like a value based ranking of difficulty or skill, like the specific types of engineering that are considered, you know, impressive or high status can actually be like less h…”
Sarah Guo Feb 19, 2026 ▶ 8:50 The AI Code Slop: Risk or Opportunity?
Mar 12, 2026 bullish
Disclosure
Notion Built Custom Markdown and SQLite APIs Specifically for AI Agents
“We created sort of a markdown dialect that looks like the default normal markdown, but it's sort of enhanced with All the notion blocks. And the models are really good at it. It works really well. So, so that's how it reads and writes the pages. And then for d…”
Simon Last Mar 12, 2026 ▶ 18:36 From Note-Taking App to AI Workspace: The Simon Last Interview
Mar 12, 2026 bullish
Disclosure
Simon Last: Notion Is Now a Tool for Managing AI Agents
“Broadly speaking, before AI, our goal was to create the best tool for humans to directly perform their work. And then, now the goal is to create the best tool for humans to manage agents to do the work for them.”
Simon Last Mar 12, 2026 ▶ 26:27 From Note-Taking App to AI Workspace: The Simon Last Interview
Mar 12, 2026 positive
Insight
Simon Last: Start Custom Enterprise AI Agents in Approval Mode
“The general pattern I follow is sort of, I build it as a prototype, I have it in sort of like an approval mode, where I'm sort of, you know, watching it closely, and then, but then after it runs a bunch of times, you kind of trust that it's working”
Simon Last Mar 12, 2026 ▶ 24:35 From Note-Taking App to AI Workspace: The Simon Last Interview
Mar 20, 2026 bullish
Disclosure
Karpathy: Has not typed a line of code since December
“I don't think I've typed like a line of code. Probably since December, basically which is like an extremely large change.”
Andrej Karpathy Mar 20, 2026 ▶ 1:55 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Mar 20, 2026 positive
Disclosure
Guo: Conviction portfolio team exclusively dictates to AI agents without typing
“We have a we have a team that we work with at Conviction that their setup is everybody is like, you know, none of the engineers write code by hand and they, they're all microphoned and they just like whisper to their agents all the time.”
Sarah Guo Mar 20, 2026 ▶ 3:03 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Mar 20, 2026 positive
Insight
Karpathy: Maximizing AI leverage requires removing humans from prompting loops entirely
“To get the most out of the tools that have become available now, you have to remove yourself as the bottleneck. You can't be there to prompt the next thing. You're, you need to take yourself outside you have to arrange things such that they're completely auto…”
Andrej Karpathy Mar 20, 2026 ▶ 16:35 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Mar 20, 2026 bullish
Prediction Not checkable as stated
Karpathy: Educators will soon teach AI agents instead of human students
“I feel like there's gonna be less of like explaining things directly to people. And it's gonna be more of just like, does the agent get it? And if the agent gets it, they'll do the explanation.”
Andrej Karpathy Mar 20, 2026 ▶ 1:04:05 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Mar 20, 2026 bullish
Prediction Not checkable as stated
Karpathy: Software industry must reconfigure for agent customers instead of humans
“So I think the industry just has to reconfigure in so many ways that it's like the customer is not the human anymore. It's like agents who are acting on behalf of humans. And this refactoring will be, will probably be substantial in certain sense.”
Andrej Karpathy Mar 20, 2026 ▶ 14:13 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Mar 20, 2026 neutral
Disclosure
Karpathy: Restricting personal AI agents from email and calendar access
“I didn't really take advantage of a lot of, like, email and calendar and all this other stuff, and I didn't give it access, because I'm still a little bit, like, suspicious, and it's still very new and rough around the edges, so I didn't want to give it, like,…”
Andrej Karpathy Mar 20, 2026 ▶ 15:54 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Mar 20, 2026 bullish
Prediction Not checkable as stated
Karpathy: Software documentation will shift from human HTML to agent markdown
“Instead of HTML documents for humans, you have markdown documents for agents, because if agents get it, then they can just explain all the different parts of it. So it's this redirection through agents, you know and that's like, so I think we're going to see a…”
Andrej Karpathy Mar 20, 2026 ▶ 1:04:46 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Apr 9, 2026 positive
Insight
Allaire: AI agents require blockchain infrastructure to coordinate and execute contracts
“They need a medium A trust, a trustworthy medium where they can do that, where they can instantiate an entity, where they can store value in that entity. They can execute and arrange contracts that intermediate the work and the tasks, and that where all of it …”
Jeremy Allaire Apr 9, 2026 ▶ 19:42 How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
Apr 9, 2026 bullish
Prediction Not checkable as stated
Allaire: AI agents will conduct and transact white-collar work with each other
“More and more of the actual work that is done in the real economy especially in in, in, you know, kind of the, what we call the white collar economy, but in, in many, many areas of service and delivery and so on, like so much of that is going to be conducted B…”
Jeremy Allaire Apr 9, 2026 ▶ 16:02 How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
Apr 17, 2026 bullish
Prediction Not checkable as stated
McDermott: 2.2 billion AI agents will enter the workforce within years
“There'll be 2.2 billion of these agents entering the workforce in the next couple of years. And so, you know, there's going to be a lot more agents than there will be people.”
Bill McDermott Apr 17, 2026 ▶ 40:37 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Apr 23, 2026 bullish
Insight
Herzig: Agent Decision Traces Create a Data Flywheel for Enterprise AI Evals
“And that then leads to this kind of, I call this then this data flywheel, so to speak. So because with every trace, every input a user gives you with all the observability that an agent writes you have new data sources that can then lead to new evals where som…”
Philipp Herzig Apr 23, 2026 ▶ 20:15 SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig
May 28, 2026 neutral
Insight
Designing software for AI agents requires optimizing context tokens to prevent overload
“For a human, it might be not overwhelming them with too much information that is irrelevant. For an agent, it might be not wasting too many tokens in their context when we talk to them. And maybe it's the same thing, really.”
Maxim Bar Kogan May 28, 2026 ▶ 40:26 Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
May 28, 2026 bullish
Prediction Not checkable as stated
Enterprise security teams and knowledge work will soon be run by agents
“I do think that security teams are also going to be, become completely high powered. And, but I do think that, you know, they're going to be run by AI agents and like everything else in, in kind of the knowledge workspace, I would, in the near future.”
Maxim Bar Kogan May 28, 2026 ▶ 39:32 Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
May 28, 2026 negative
Insight
Supervising AI with 1:1 agents is a cost and latency dealbreaker
“Because if I need to run an agent for every agent you're running as your security vendor you're going to be paying for me More than you're paying for your AI, right? So it's not, it's pretty much a deal breaker. And also it's going to be so slow.”
Maxim Bar Kogan May 28, 2026 ▶ 15:25 Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
May 28, 2026 negative
Prediction Not checkable as stated
Human-in-the-loop oversight will fail as AI agent actions scale exponentially
“Things that we thought might be useful in the past, like A human in the loop. Now that you're going to have a hundred X, a thousand X, a million X of these actions, that's not going to work.”
Maxim Bar Kogan May 28, 2026 ▶ 6:03 Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
Jun 4, 2026 positive
Insight
Nadella: Managing multi-agent coding sessions requires rebuilding the IDE
“Coding has worked so well that we now have to rebuild the IDE, right? I mean, it's kind of nuts to see what we launched is like, oh my God, I have these hundred agent sessions. I, the cognitive load, it transfers back to me as a human is so excessive that now …”
Satya Nadella Jun 4, 2026 ▶ 7:54 We Need An Ecosystem in AI, And Every Company Can Win A Place In It
Jun 18, 2026 positive
Insight
Gil: Team management experience transfers directly to managing AI agents
“Many people now that I know are hiring people more in their thirties, forties, fifties, because they're used to managing teams. And I think that transfers directly over to managing agents in terms of understanding the complexity of what to set up and the QA an…”
Elad Gil Jun 18, 2026 ▶ 32:19 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jul 31, 2026 bullish
Assertion Not checkable as stated
Tokmak: Over 70% of Netic's enterprise customers use AI-first interactions
“Today actually over 70% of our customers are AI first. We call it Netic first. They go N-one and over 70% actually all of their customers' first interaction with the company is with Netic agents.”
Melisa Tokmak Jul 31, 2026 ▶ 6:11 Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak
Sep 10, 2026 positive
Disclosure
Armstrong: Coinbase will support segregated accounts for AI agents
“It's going to be possible to create a separate agentic account with segregated funds on Coinbase in the near future. And you can give your agent access to just that to do trading and payments on your behalf. That's kind of linked to your identity as human.”
Brian Armstrong Sep 10, 2026 ▶ 4:57 Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
Sep 10, 2026 bullish
Disclosure
Armstrong: Coinbase built tools allowing AI agents to open crypto-rail accounts
“And so we've made some simple tools where with a single Command. You just prompt, you paste it into your AI agent. It can now have its own financial account and it's using a self custodial wallet and crypto rails.”
Brian Armstrong Sep 10, 2026 ▶ 4:12 Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
Sep 10, 2026 bullish
Prediction Not checkable as stated
Armstrong: AI agents will need spend accounts and stablecoin credit cards
“And in the future, I think you're going to want to have these agents have their own spend accounts, kind of like having a personal assistant or an employee who has their own spend account. It's going to need probably like a stablecoin-backed credit card for ba…”
Brian Armstrong Sep 10, 2026 ▶ 5:41 Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
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