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
Aug 10, 2023 bullish
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…”
Sep 14, 2023 bullish
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…”
Sep 14, 2023 bullish
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…”
Sep 14, 2023 positive
Sep 14, 2023 bullish
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…”
Sep 14, 2023 positive
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, …”
Sep 21, 2023 bullish
Nov 16, 2023 bullish
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…”
Nov 16, 2023 positive
Nov 16, 2023 negative
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.”
Nov 16, 2023 bullish
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…”
Nov 16, 2023 positive
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 …”
Nov 16, 2023 positive
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…”
Mar 7, 2024 bullish
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 …”
Mar 7, 2024 bullish
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…”
Mar 21, 2024 negative
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…”
Mar 28, 2024 bullish
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.”
Mar 28, 2024 positive
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…”
Mar 28, 2024 bullish
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…”
Apr 11, 2024 neutral
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 …”
Jul 11, 2024 neutral
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 …”
Aug 30, 2024 bullish
Sep 5, 2024 bullish
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…”
Sep 19, 2024 bullish
Dec 26, 2024 bullish
Jan 16, 2025 positive
Jan 16, 2025 neutral
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 …”
Jan 16, 2025 bearish
Jan 16, 2025 bearish
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…”
Feb 25, 2025 bullish
Mar 13, 2025 neutral
Apr 10, 2025 bullish
Apr 10, 2025 positive
Jul 10, 2025
Jul 17, 2025 bullish
Sep 18, 2025 neutral
Sep 18, 2025 negative
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.”
Sep 18, 2025 positive
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 …”
Sep 18, 2025 neutral
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…”
Oct 2, 2025 negative
Oct 2, 2025 neutral
Oct 2, 2025 negative
Oct 23, 2025
Oct 23, 2025 bullish
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…”
Oct 23, 2025 bearish
Dec 19, 2025 bullish
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…”
Jan 8, 2026 bullish
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…”
Feb 19, 2026 neutral
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…”
Mar 12, 2026 bullish
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…”
Mar 12, 2026 bullish
Mar 12, 2026 positive
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”
Mar 20, 2026 bullish
Mar 20, 2026 positive
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.”
Mar 20, 2026 positive
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…”
Mar 20, 2026 bullish
Mar 20, 2026 bullish
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.”
Mar 20, 2026 neutral
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,…”
Mar 20, 2026 bullish
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…”
Apr 9, 2026 positive
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 …”
Apr 9, 2026 bullish
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…”
Apr 17, 2026 bullish
Apr 23, 2026 bullish
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…”
May 28, 2026 neutral
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.”
May 28, 2026 bullish
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.”
May 28, 2026 negative
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.”
May 28, 2026 negative
Jun 4, 2026 positive
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 …”
Jun 18, 2026 positive
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…”
Jul 31, 2026 bullish
Sep 10, 2026 positive
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.”
Sep 10, 2026 bullish
Sep 10, 2026 bullish
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…”