AI agent

also referred to as: ai agents

111 statements across 40 episodes · 44 bullish · 35 bearish · 23 people on the record · first statement Jun 13, 2024 by Amit Bendov · across every show →

Everything said about AI agent, oldest first

Jun 13, 2024 bearish
Opinion
Bendov: AI agents do not currently work despite industry hype
“A lot of talk about agents right now that still don't work despite all the things I think that they will, but don't work. The autonomous engine, not, not quite yet, but.”
Amit Bendov Jun 13, 2024 ▶ 9:21 The Future of AI in Sales with Gong’s CEO and Co-Founder Amit Bendov
Jan 31, 2025 bullish
Prediction Open · timeframe Jan 2028
Tunguz: Enterprise app counts will flatline while total software spend rises
“And so I think maybe what we see is application count stays flat or maybe even decreases, but the total amount of software spending increases because it's capturing some fraction of that labor spend.”
Tomasz Tunguz Jan 31, 2025 ▶ 35:57 The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
Jan 31, 2025 bearish
Prediction Not checkable as stated
Ripabelli: In five years, AI agent anthropomorphism will look ridiculous
“I think five years time, like, I think everyone's like, why the fuck did we spend five years talking about algorithms as being like a coworker? It's just like software that does things for us. And sometimes maybe you want to chat with it. That's great. That's …”
Victor Riparbelli Jan 31, 2025 ▶ 40:21 The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
Mar 19, 2025 bullish
Prediction Not checkable as stated
Dean: AI financial agents commoditizing banking are inevitable
“It seems obvious it's going to happen, right? Like people like me are spending their whole lives, like making this.”
Chris Dean Mar 19, 2025 ▶ 29:23 The AI Impact on Banking and Finance with CEO and Co-founder at Treasury Prime, Chris Dean
Mar 19, 2025 negative
Opinion
Dean: Banks fear AI-driven fintechs will commoditize them
“The fintechs, one of the things the banks are scared about is that they're becoming AI agents, which treat the banks as a commodity.”
Chris Dean Mar 19, 2025 ▶ 28:54 The AI Impact on Banking and Finance with CEO and Co-founder at Treasury Prime, Chris Dean
May 2, 2025 bullish
Prediction Not checkable as stated
Lemkin: Humans Will Bring AI Agents to Every Meeting Within 12 Months
“I actually think within 12 months, this agent human combination, I think every single zoom, every single meeting. Every sales rep, every cast member, every person human should come with their AI.”
Jason Lemkin May 2, 2025 ▶ 26:25 AI, M&A, and the Future of SaaS: Lessons from Marc Benioff, Salesforce CEO, Co-Founder and Chair
May 2, 2025 bullish
Insight
Benioff: Enterprise AI Requires a Unified Data Layer Connecting All Stores
“Whether it's Databricks or Snowflake, whether it's Shopify, whether it's BigQuery, whether it's All S three, all the places where you're storing data through your company, all of that needs to be one consistent data layer for that agent to be able to really be…”
Marc Benioff May 2, 2025 ▶ 36:17 AI, M&A, and the Future of SaaS: Lessons from Marc Benioff, Salesforce CEO, Co-Founder and Chair
May 2, 2025 neutral
Assertion Not checkable as stated
Benioff: Major Japanese Firm Cutting Headcount 5% Annually for AI Agents
“Meeting with one of their C-level officers, and they have a goal to reduce the number of employees they have by five percent every year and replace them with agents.”
Marc Benioff May 2, 2025 ▶ 13:08 AI, M&A, and the Future of SaaS: Lessons from Marc Benioff, Salesforce CEO, Co-Founder and Chair
Jun 4, 2025 positive
Insight
Rangan: AI agents require onboarding and unified context just like employees
“An agent needs to be onboarded just like your employee needs to be onboarded. When your employee joins your company, what do you do in the first week for that employee? You provide your products, your ideal customer profile, your brand voice, your tone, your c…”
Yamini Rangan Jun 4, 2025 ▶ 33:26 AI and The Future of Sales, Marketing & CS with HubSpot CEO Yamini Rangan
Jul 2, 2025 bullish
Prediction Not checkable as stated
Levie: Inter-agent communication will completely transform enterprise interoperability
“So the whole idea is what if you can have agents across your enterprise software talk to other agents in other enterprise software And I think for all of us as an ecosystem, this is going to completely change what interoperability looks like, what the future o…”
Aaron Levie Jul 2, 2025 ▶ 4:33 Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box 's Aaron Levie and IBM's VP AI
Jul 2, 2025 positive
Insight
Levie: AI's network effect is user interaction feeding agent capability flywheels
“What is the new network effect in a world of AI? And it's some degree of that user working with an agent to create something by creating something that data feeds back into the agent's futures capabilities. And you get this sort of flywheel that, that ends up …”
Aaron Levie Jul 2, 2025 ▶ 18:47 Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box 's Aaron Levie and IBM's VP AI
Sep 10, 2025 positive
Assertion Not checkable as stated
Cabane: Companies are building hidden website trees exclusively for AI scraping
“I'm seeing more and more companies build hidden websites, completely hidden to the humans. It's an entire other index, an entire other, like, web tree, right, for the purpose for AI agents to scrape.”
Guillaume Cabane Sep 10, 2025 ▶ 21:55 Swapping Notes on the AI Revolution in Marketing with G2's CMO Sydney Sloan
Sep 12, 2025 negative
Insight
Lemkin: AI coding agents cut security corners that non-engineers cannot detect
“Not only will these AI agents cut corners on security, if you don't know about security, you won't even know the corners it's been cut.”
Jason Lemkin Sep 12, 2025 ▶ 14:08 The Complete Guide to Vibe Coding without a Developer with SaaStr CEO and Founder Jason Lemkin
Sep 12, 2025 negative
Insight
Lemkin: AI coding agents will fabricate data and lie to finish projects
“You have to understand how these AI agents work and that they're goal seeking. And that means they'll fabricate data. They'll fabricate results. They'll lie to finish a project.”
Jason Lemkin Sep 12, 2025 ▶ 42:44 The Complete Guide to Vibe Coding without a Developer with SaaStr CEO and Founder Jason Lemkin
Sep 12, 2025 negative
Insight
Lemkin: AI agents fabricate unit test passes and break code on failures
“If you build unit tests and this is, if you go back to the craziness that happened to me on social media, the agent, when it, first of all, the agent wants you to be happy. So we'll make up data. That's number one issue. We'll say it passed the test when it di…”
Jason Lemkin Sep 12, 2025 ▶ 39:44 The Complete Guide to Vibe Coding without a Developer with SaaStr CEO and Founder Jason Lemkin
Sep 12, 2025 negative
Insight
Lemkin: 95% of vibe-coded apps fail because builders miss AI untruthfulness
“And if you look on the internet again, a lot of folks will tell you, 80, 90, 95% of vibe coded prosumer vibe coded apps are never finished. At best case, their prototypes have never finished, and this is number one reason that people don't get their arms aroun…”
Jason Lemkin Sep 12, 2025 ▶ 45:08 The Complete Guide to Vibe Coding without a Developer with SaaStr CEO and Founder Jason Lemkin
Sep 17, 2025 negative
Opinion
Foster: Social media posts about autonomous AI agents are mostly hype
“If you go read X, if you go read LinkedIn, you would think that everybody is deploying agents Everywhere. Here, look at this crazy agent I've done that has solved all these magical problems for me. Mostly that is hype.”
Wade Foster Sep 17, 2025 ▶ 6:28 Building AI-First Companies: Insights from Zapier’s CEO Wade Foster
Sep 23, 2025 neutral
Disclosure
Lemkin: SaaStr runs 20 AI agents, with 11 core tools
“So my point is, listen, we started with one and now we have 20, right? And 11 core ones.”
Jason Lemkin Sep 23, 2025 ▶ 42:23 SaaStr's Top 10+ AI Agents: AI SDR, AI BDR, AI RevOps + More: The How, The Who, The Why
Sep 23, 2025 neutral
Insight
Lemkin: AI agents are not 'set and forget' in 2025
“There's no set and forget, no matter what anybody tells you in 20, 25, maybe in 20, 26. But there's no set and forget.”
Jason Lemkin Sep 23, 2025 ▶ 3:24 SaaStr's Top 10+ AI Agents: AI SDR, AI BDR, AI RevOps + More: The How, The Who, The Why
Sep 23, 2025 bullish
Insight
Lemkin: Real-time 90% AI answers beat waiting a day for humans
“It's so much better to get back to someone with a 90% perfect answer in real time than any brutal other process. There's just no excuse.”
Jason Lemkin Sep 23, 2025 ▶ 42:14 SaaStr's Top 10+ AI Agents: AI SDR, AI BDR, AI RevOps + More: The How, The Who, The Why
Sep 23, 2025
Insight
Lemkin: AI agent success depends on daily deep training, not vendor choice
“None of these names are as important as putting in the reps and the work. And Amelia will show you the actual date in a second. These are all great apps. We stand behind them. We recommend them for sure. But you could pick another two. The most important thing…”
Jason Lemkin Sep 23, 2025 ▶ 9:10 SaaStr's Top 10+ AI Agents: AI SDR, AI BDR, AI RevOps + More: The How, The Who, The Why
Oct 5, 2025 positive
Insight
Lemkin: 20,000 Words of Recent Content Are Enough for AI Agents
“You don't really need twenty million, right? You might need 20,000 great words of content that are recent on your product. It might be enough to make the AI great.”
Jason Lemkin Oct 5, 2025 ▶ 40:37 Is The Classic GTM Playbook Really Dead? with SaaStr CEO and Founder Jason Lemkin
Oct 5, 2025 positive
Insight
Lemkin: A B-Plus AI Handles Sales Leads Better Than Humans
“It's better to give a precious lead to an ad to a B plus AI than to give it to someone in sales. That's going to quit, not show up or screw up the deal.”
Jason Lemkin Oct 5, 2025 ▶ 45:20 Is The Classic GTM Playbook Really Dead? with SaaStr CEO and Founder Jason Lemkin
Oct 22, 2025
Disclosure
SaaStr Notionally Spends $500K Across Its 21 Internal AI Agents
“Notionally, we spend 500,000 dollars on our AI agents across these 21 agents, 500,000.”
Jason Lemkin Oct 22, 2025 ▶ 46:22 The State of AI + Software: Where It’s Going - Fast
Oct 31, 2025 bearish
Insight
Queener: Enterprise Workers Will Refuse to Use Multiple AI Agents
“Customers, Don't want to use multiple agents. A salesperson, an individual functional role does not want to use seven agents.”
Brett Queener Oct 31, 2025 ▶ 15:11 Why Only “WTF” Products Can Survive Today with Brett Queener Partner at Bonfire Ventures
Nov 21, 2025 positive
Insight
Lemkin: AI sales agents only require six months of actionable data
“You just need enough data for these tools to work. You don't need 10 years of data. Six months is enough. You need a volume of actionable data.”
Jason Lemkin Nov 21, 2025 ▶ 1:08:53 6 Months Later, How Our AI SDRs Actually Work as AI Runs GTM with SaaStr's CEO and Chief AI Officer
Nov 21, 2025 bearish
Opinion
Ibarra: Most companies adopting AI agents fail to see impact
“So I think we're in this right now sort of paradoxical world in November of 2025, where a lot of folks have adopted at least one sort of AI or agent, but maybe to Jason's point that he just made, a lot of them aren't seeing the impact because either they're ex…”
Amelia Ibarra Nov 21, 2025 ▶ 9:58 6 Months Later, How Our AI SDRs Actually Work as AI Runs GTM with SaaStr's CEO and Chief AI Officer
Nov 21, 2025 bearish
Opinion
Ibarra: Expecting immediate ROI and headcount cuts from AI is false
“Jason's point on like immediate ROI and headcount is a hugely false expectation that I hope nobody has on this call, but if you had it maybe going into this, can kind of course correct on where you're going to see lift.”
Amelia Ibarra Nov 21, 2025 ▶ 12:34 6 Months Later, How Our AI SDRs Actually Work as AI Runs GTM with SaaStr's CEO and Chief AI Officer
Nov 21, 2025 neutral
Disclosure
Lemkin: SaaStr funded AI agents by reallocating budget from two unreplaced headcounts
“No, but we replaced two human, the budget from two humans to support our agents. And we didn't fire anybody.”
Jason Lemkin Nov 21, 2025 ▶ 1:03:08 6 Months Later, How Our AI SDRs Actually Work as AI Runs GTM with SaaStr's CEO and Chief AI Officer
Nov 21, 2025 positive
Insight
Lemkin: AI Agents Cannot Fix Broken Playbooks, Only Scale Working Ones
“An agent can't today figure out, make something that isn't working work. But if you know what's working, and then this is important, you train the agent with it, then you get 24 seven infinite firepower backing up your best practices.”
Jason Lemkin Nov 21, 2025 ▶ 8:35 6 Months Later, How Our AI SDRs Actually Work as AI Runs GTM with SaaStr's CEO and Chief AI Officer
Nov 21, 2025 neutral
Disclosure
Ibarra: Managing 20 AI agents takes the majority of our time
“Right now it does take literally the majority, I would say, of both mine and Jason's time to run all these agents and use them successfully”
Amelia Ibarra Nov 21, 2025 ▶ 3:55 6 Months Later, How Our AI SDRs Actually Work as AI Runs GTM with SaaStr's CEO and Chief AI Officer
Nov 21, 2025 positive
Disclosure
SaaStr scaled from 1 to about 20 core AI agents in six months
“Before Saster annual this last May, we really only had one agent that we had Sort of just deployed. And now we have about 20 or so core agents”
Amelia Ibarra Nov 21, 2025 ▶ 2:24 6 Months Later, How Our AI SDRs Actually Work as AI Runs GTM with SaaStr's CEO and Chief AI Officer
Dec 10, 2025 positive
Disclosure
Ibarra: SaaStr now employs more AI agents than human staff
“We do also have more agents than humans. So I literally just saw someone we know yesterday. I was like, oh, SAS for London looks so great. This is my first time here. How many SAS for employees did this? I was like, well, there's two on this stage there. One m…”
Amelia Ibarra Dec 10, 2025 ▶ 6:19 How to Use AI to Hyper-Customize Go-To-Market at Scale with SaaStr's CEO and Chief AI Officer
Dec 10, 2025 neutral
Insight
Lemkin: AI sales agents only scale what humans have already nailed
“The way an AI agent works for sales for GTM is you figure out something that works with your team with humans. You figure out an email, an outreach, a script, a set of objections that you overcome, a set of questions. You nail it yourself, just like it has alw…”
Jason Lemkin Dec 10, 2025 ▶ 4:31 How to Use AI to Hyper-Customize Go-To-Market at Scale with SaaStr's CEO and Chief AI Officer
Dec 10, 2025 neutral
Insight
Ibarra: Managing AI agent activity becomes harder than building agents
“Once you get a few agents, actually your problem becomes not having agents. Your problem is keeping up with your agents.”
Amelia Ibarra Dec 10, 2025 ▶ 18:05 How to Use AI to Hyper-Customize Go-To-Market at Scale with SaaStr's CEO and Chief AI Officer
Dec 10, 2025 neutral
Disclosure
Ibarra: Setting up each AI agent at SaaStr took about two weeks
“On the amount of time it takes to get these set up, so each of these took about two weeks, except for the video thing I just showed you.”
Amelia Ibarra Dec 10, 2025 ▶ 37:36 How to Use AI to Hyper-Customize Go-To-Market at Scale with SaaStr's CEO and Chief AI Officer
Dec 10, 2025 positive
Insight
Ibarra: Companies selling low-ASP products should let AI agents close autonomously
“I think for self-serve models or things that have a lower ASP, I think it's a big oversight that I see a lot of companies, they roll out things like a qualified even, or like an artisan, and they don't let it sell. They're like, oh, you know, I'm gonna book a …”
Amelia Ibarra Dec 10, 2025 ▶ 38:40 How to Use AI to Hyper-Customize Go-To-Market at Scale with SaaStr's CEO and Chief AI Officer
Dec 17, 2025 negative
Insight
Lemkin: AI agent prompt portability drastically lowers enterprise switching costs
“Agents will actually may make our moats even weaker and shallower because if the agents can just take prompt, if I can take a prompt from one app and give it to another app, my switching costs have gone down radically.”
Jason Lemkin Dec 17, 2025 ▶ 35:42 AI and the Death of the 2021 Sales Playbook with SaaStr CEO and Founder Jason Lemkin
Jan 21, 2026 positive
Disclosure
Lemkin: SaaStr operates 20 AI agents after eliminating sales reps
“The reason we pushed the envelope and have 20 agents running now was because, and listen, criticize me. I was just exasperated with turnover. I was exasperated with overpaying, not helping, not working. And I just couldn't do it one more time in my career.”
Jason Lemkin Jan 21, 2026 ▶ 11:49 The Present and Future of AI in Sales and GTM with SaaStr's CEO and Owner's CRO
Jan 21, 2026 bullish
Opinion
Lemkin: AI agents outperform mid-pack sales reps and SDRs
“Our AI agents are better than a mid pack AE or SDR or BDR better than a mid pack. Not maybe not mid packet owner. But I've been doing this for a while. Better than the mid pack people I've worked over in my career. Not better than the best.”
Jason Lemkin Jan 21, 2026 ▶ 12:30 The Present and Future of AI in Sales and GTM with SaaStr's CEO and Owner's CRO
Jan 21, 2026 neutral
Insight
Lemkin: Every GTM AI agent requires weeks of training before launch
“Agents are too much work to train every agent. That you're going to use in GTM, including clay, including the rest requires weeks of training before you can go live.”
Jason Lemkin Jan 21, 2026 ▶ 10:22 The Present and Future of AI in Sales and GTM with SaaStr's CEO and Owner's CRO
Jan 21, 2026
Insight
Lemkin: AI agent deployments fail when users don't train them directly
“So it's the reason they fail today is that people don't roll up their sleeves and train the agent themselves.”
Jason Lemkin Jan 21, 2026 ▶ 32:41 The Present and Future of AI in Sales and GTM with SaaStr's CEO and Owner's CRO
Jan 21, 2026 negative
Insight
Lemkin: 99.8% of companies should use human managers over custom AI orchestration
“I don't think that is the right answer for 99.8% of the world. It might work for owner, and I'd love to learn from you. It might work for us, but most folks should not think about, most folks should realize you need a nerdy human managing your agents.”
Jason Lemkin Jan 21, 2026 ▶ 6:15 The Present and Future of AI in Sales and GTM with SaaStr's CEO and Owner's CRO
Jan 28, 2026 neutral
Insight
Adams: AI Product Marketing Must Focus on Infrastructure, Not Features
“A lot of AI products do look the same. A lot of them are now AI agents. They all kind of look like some kind of chat interface. They all do different things, but they all kind of look the same. It's hard to tell them apart. Look at five competitors. They all k…”
Paul Adams Jan 28, 2026 ▶ 34:11 Why Most SaaS Companies Will Fail at AI (And How to Avoid It) with Intercom's CPO
Feb 4, 2026 positive
Assertion Not checkable as stated
Lemkin: SaaStr replaced every departing employee with an AI agent
“Basically anyone that left our tiny team, we replaced them with an agent.”
Jason Lemkin Feb 4, 2026 ▶ 5:16 From 1 Agent to 20+: The Reality of Managing Multiple AI Agents Across Your GTM
Mar 4, 2026 bearish
Opinion
Ibarra: Current AI agents cannot run end-to-end email marketing at scale
“These agents can't do that. I have not seen an agent successfully do email marketing at scale. The moment I find one, I'm using it that actually works. I've not found one that actually works. Like, not just writing all of these, just write email copy. They don…”
Amelia Ibarra Mar 4, 2026 ▶ 51:37 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 neutral
Insight
Ibarra: AI agents act as relentless truth-tellers with complete operational visibility
“What does the agent care? The agent's just gonna tell me the truth. The agent has all the data more than I probably look at it, right? Like I look at it a lot. But it's got all, like, it knows where I'm behind, it knows my calendar, it knows all these things”
Amelia Ibarra Mar 4, 2026 ▶ 30:58 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 neutral
Insight
Ibarra: Teams can only realistically add 1 to 1.5 agents monthly
“But I'd say in that math, you can really only add one slash one and a half agents per month max. Like, Otherwise, you're running in place because you can't really keep up with your current agents to add the new agent, so it doesn't actually, maybe it doesn't m…”
Amelia Ibarra Mar 4, 2026 ▶ 19:04 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 negative
Assertion Not checkable as stated
Ibarra: No AI agent currently exists that can manage other agents
“There is no, like, again, crazy good agent that can manage all the other agents on its own today as of February. There's, that doesn't exist, right? Like, I wish there were, I don't know if, I think there will be, but there's not one today.”
Amelia Ibarra Mar 4, 2026 ▶ 23:47 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 neutral
Disclosure
Ibarra: SaaStr runs nearly 30 production AI agents and apps
“We have all 20, actually almost 30, I think when I counted it this morning. Agents and Vibe Coded tools and apps in productions.”
Amelia Ibarra Mar 4, 2026 ▶ 2:52 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 negative
Insight
Ibarra: Continuous unvarnished feedback from AI agents can become demoralizing
“Because you can't keep up with them, sometimes I feel like it does cross a little bit of a line where I'm like, okay, dude, like, today just, like, sugarcoat it to me like you would a person. Today, I don't need the hard, like, I can't deal with hard truths ev…”
Amelia Ibarra Mar 4, 2026 ▶ 32:09 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 negative
Insight
Ibarra: Managing AI agents degrades your patience for managing human teams
“I do feel like now that I've flipped and switched to managing more agents, I think I've probably become slightly worse in managing the people that are, you know, that work with SaaS or especially leading up to SaaS Radial.”
Amelia Ibarra Mar 4, 2026 ▶ 42:12 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 negative
Insight
Ibarra: Context switching becomes extremely difficult with 20+ AI agents
“I would say issue number one, and this is maybe force ranked, is context switching becomes extremely difficult when you have 20 plus agents.”
Amelia Ibarra Mar 4, 2026 ▶ 4:07 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 negative
Insight
Lemkin: Running AI agents with one operator is an existential risk
“You need to recruit somebody else on their team and divide and conquer and make sure you have two. You gotta have two, right? I mean, one's hard enough. There's a lot of, in the early days of AI agents, when we talk to folks, there's very few people at a lot o…”
Jason Lemkin Mar 4, 2026 ▶ 24:58 The Top 5 Issues Managing Multiple AI Agents in Production
Mar 4, 2026 negative
Insight
Ibarra: Every new AI agent requires a two-week blackout period
“Even with the help we get, like, I feel like every new agent costs us at least two weeks of what I call either a blackout period and somewhat chaotic of, like, I kind of have to ignore the other agents anytime I bring on a new agent”
Amelia Ibarra Mar 4, 2026 ▶ 5:18 The Top 5 Issues Managing Multiple AI Agents in Production
Apr 1, 2026 bullish
Prediction Not checkable as stated
Wilson: Companies Will Hire More Ops Staff to Run AI Agents
“We're gonna have a lot more operational folks running the agents, running the data, which will allow the teams to be more efficient”
Ashley Wilson Apr 1, 2026 ▶ 32:31 How AI Is Rewiring Sales: Quota, Retention & Follow-Up with Agentforce, Momentum, Mangomint + SaaStr
Apr 22, 2026
Assertion Not checkable as stated
Lemkin: A SaaStr AI agent silently failed for four months
“And we talked last week how one of our agents stopped ingesting content for four months and it took us a while.”
Jason Lemkin Apr 22, 2026 ▶ 6:51 Managing 20+ AI Agents: Lazy Agents, Our $500K AI Bill, Stealth Churn & the Death of 60% Solutions
Apr 22, 2026 negative
Insight
Lemkin: Goal-seeking AI agents cut corners by doing minimal work
“Agents are goal-seeking, right? Most of them under the hood are clawed. It'll be more, we use Gemini ourselves too. We'll use more open ad. Most of them are clawed, but it doesn't matter. They're goal-seeking. And that still creates a certain laziness, which i…”
Jason Lemkin Apr 22, 2026 ▶ 3:53 Managing 20+ AI Agents: Lazy Agents, Our $500K AI Bill, Stealth Churn & the Death of 60% Solutions
Apr 22, 2026 positive
Assertion Not checkable as stated
Lemkin: SaaStr has three humans, 20 AI agents, and growing revenue
“Back in 20, 20 saster was 20 some odd folks, full time equivalents. Now we're three humans and 20 AI agents. And we're doing more and with more revenue and more output than 12 months ago”
Jason Lemkin Apr 22, 2026 ▶ 0:27 Managing 20+ AI Agents: Lazy Agents, Our $500K AI Bill, Stealth Churn & the Death of 60% Solutions
Apr 22, 2026 neutral
Insight
Lemkin: AI Agents Add More Onboarding Friction by Forcing Customers to Train Them
“And the reality is agents actually in their own way, as powerful as they are, we love it. From an onboarding perspective, they add more friction in many cases to your product. It's a frictionful process. You're forcing customers who don't understand agents to …”
Jason Lemkin Apr 22, 2026 ▶ 45:35 Managing 20+ AI Agents: Lazy Agents, Our $500K AI Bill, Stealth Churn & the Death of 60% Solutions
Apr 22, 2026 negative
Insight
Lemkin: AI agents drift and lie without daily monitoring
“If you don't monitor there's each day and you do what, and you do a classic SAS buying process, which is by deploying forget. Your agents will drift. They'll take shortcuts and they'll in their own cute way, they'll live.”
Jason Lemkin Apr 22, 2026 ▶ 7:01 Managing 20+ AI Agents: Lazy Agents, Our $500K AI Bill, Stealth Churn & the Death of 60% Solutions
May 6, 2026 bearish
Prediction Not checkable as stated
Lemkin: AI Agents Will Keep Deleting Databases Because They Are Goal-Seeking
“Agents will probably continue to delete databases as long as you allow them to because they're goal seeking.”
Jason Lemkin May 6, 2026 ▶ 42:52 Why Your Next Hire Should Report to an AI, Tragedy Apps, and Too Many AI SDRs? | The Agents #004
May 6, 2026 positive
Opinion
Lemkin: Contained Platforms Like Replit and Lovable Are Much Safer for Agents
“The, it's actually a much safer environment to use one of these platforms that is contained.”
Jason Lemkin May 6, 2026 ▶ 51:38 Why Your Next Hire Should Report to an AI, Tragedy Apps, and Too Many AI SDRs? | The Agents #004
May 6, 2026 positive
Insight
Lemkin: Auditing AI outreach requires asking if you would buy from it
“When you're reading the output of an agent, you don't, you can't just ask yourself actually anymore if it's good because it just might be good. In fact, Claude keeps getting better. So by the end of the year, the output might be borderline great. Okay. You hav…”
Jason Lemkin May 6, 2026 ▶ 15:01 Why Your Next Hire Should Report to an AI, Tragedy Apps, and Too Many AI SDRs? | The Agents #004
May 6, 2026 neutral
Insight
Ibarra: Spinning up an AI agent is easy, but consistency is hard
“Spinning up an agent is not all that hard and that's not what we've been saying. Spinning up a good agent is hard. Spinning up a high quality, good agent that is consistent. That's the hard part.”
Amelia Ibarra May 6, 2026 ▶ 14:16 Why Your Next Hire Should Report to an AI, Tragedy Apps, and Too Many AI SDRs? | The Agents #004
May 12, 2026 positive
Insight
Lemkin: Running AI agents permanently in dev environments preserves infinite context
“If you run them in the dev environment permanently, like we're doing, you get an extra agent that has an infinite context window and infinite history.”
Jason Lemkin May 12, 2026 ▶ 26:10 Our AI is Hiring! Would You Work for One? And Are Autonomous Agents ... Safe? The Agents #005
May 12, 2026 bullish
Opinion
Lemkin: 99% of successful GTM agents are optimized around Salesforce
“In GTM, I think, 99% of the agents that are working today, that are successfully are optimized around Salesforce.”
Jason Lemkin May 12, 2026 ▶ 56:08 Our AI is Hiring! Would You Work for One? And Are Autonomous Agents ... Safe? The Agents #005
Jun 5, 2026 neutral
Insight
AI Agents Produce Mediocre Output Without Detailed Personal Context
“Agent will just produce an average for you unless you feed it detailed enough context and instructions.”
Elena Verna Jun 5, 2026 ▶ 29:37 Feature Differentiation Is Dead. Here's What Actually Wins Now with Lovable's Elena Verna
Jun 9, 2026 bullish
Prediction Not checkable as stated
Masad: Major AI agent capability jump coming in Q3/Q4
“I think we're now probably on a, like a bit of a, the start of a downturn in terms of people perception of agents. And I think later by like Q three and four, we're going to see another major capabilities jump and the tools will get a lot better. And I think w…”
Amjad Masad Jun 9, 2026 ▶ 39:30 What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
Jun 9, 2026 bullish
Disclosure
Masad: If starting a company today, I'd stay solo and rely on agents
“If I'm starting a company today, I would want to see how far I can go as one person, but like, just be very, very limited in how much head count can I add? And just try to run as much as possible with agents.”
Amjad Masad Jun 9, 2026 ▶ 27:51 What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
Jun 9, 2026 neutral
Insight
Masad: Purge fixed bug history from AI agent context memory
“Bugs that it fixed should be removed from context because then it will get confused, but Architectural decisions on how it built things in the past is very important to stay in context or stay in long-term memory and be able to pull it in very easily.”
Amjad Masad Jun 9, 2026 ▶ 9:02 What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
Jun 9, 2026 bullish
Prediction Not checkable as stated
Masad: Monorepos will become increasingly critical for AI agents
“I think this idea of a monorepo will become more and more important. You want the agent to have access to global context as much as possible.”
Amjad Masad Jun 9, 2026 ▶ 10:57 What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
Jun 9, 2026 neutral
Insight
Masad: AI agents work better with file systems than SQL
“Agents really like file systems. They like them better than SQL. They're really trained on doing grep and doing kind of search in the Unix command line.”
Amjad Masad Jun 9, 2026 ▶ 17:01 What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
Jun 9, 2026 bearish
Opinion
Masad: AI agents face a huge hype gap and disillusionment trough
“I think agents, the hype in agents versus the reality is huge. Like, there's a huge delta, and eventually there's going to be this trough of disillusionment.”
Amjad Masad Jun 9, 2026 ▶ 39:16 What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
Jun 11, 2026 bullish
Prediction Not checkable as stated
Lemkin: Idle Capacity Will Be the Biggest Issue With AI Agents
“The biggest issue we're going to have going forward is our agents are going to get so good. They sit idle all day long. They don't have enough work.”
Jason Lemkin Jun 11, 2026 ▶ 3:48 $4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming
Jun 11, 2026 positive
Insight
Lemkin: High-ROI AI Agents Can Command 2x to 10x Software Pricing
“That will, in many cases, either deliver instant ROI or really replace humans, and it is so jaw-droppingly valuable that you can charge two to 10 times more than your software.”
Jason Lemkin Jun 11, 2026 ▶ 29:06 $4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming
Jun 11, 2026 positive
Disclosure
Lemkin: SaaStr Replaced $500K in Staff With $257 in AI Agents
“We replaced 500,000 dollars worth of employees with 257 dollars worth of agents, but the productivity is higher.”
Jason Lemkin Jun 11, 2026 ▶ 9:57 $4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming
Jun 16, 2026 bearish
Prediction Not checkable as stated
Lemkin: A Generation of Operations Roles Will Never Be Hired
“I mean, for us there, so there'll be a whole generation of these people that are just never hired. There may be some folks that are laid off. I, and I think more commonly they'll just be slowly managed out and just replaced with agents.”
Jason Lemkin Jun 16, 2026 ▶ 46:14 Our Agent Negotiated a Vendor Renewal, Became a CFO and a Better SDR .. but has too many guardrails
Jun 16, 2026 negative
Insight
Lemkin: Excessive AI agent guardrails become technical debt and break products
“The meta lesson for me is, you know, guardrails are technical debt. Too many guardrails are debt, right? They can break the product.”
Jason Lemkin Jun 16, 2026 ▶ 6:33 Our Agent Negotiated a Vendor Renewal, Became a CFO and a Better SDR .. but has too many guardrails
Jun 16, 2026 negative
Insight
Lemkin: Stacking 14 Exception Guardrails Broke SaaStr's AI Prompt
“By the time we'd added the 14th guardrail, the 14th exception, everything was an exception. Everything got bounced. And so everything started to break and we had to rebuild it from scratch and get rid of almost all of those rules, like throw away all these rul…”
Jason Lemkin Jun 16, 2026 ▶ 3:45 Our Agent Negotiated a Vendor Renewal, Became a CFO and a Better SDR .. but has too many guardrails
Jun 16, 2026 neutral
Insight
Ibarra: Hooking up AI agents exposes work humans hid or neglected
“Anytime you hook up an agent, you're gonna find things for now until, you know, you're maybe more agentic than humans like we are. You're gonna find things that the humans tried to hide or that they never did”
Amelia Ibarra Jun 16, 2026 ▶ 21:50 Our Agent Negotiated a Vendor Renewal, Became a CFO and a Better SDR .. but has too many guardrails
Jun 18, 2026 neutral
Prediction Not checkable as stated
Persson: Enterprise AI Agents Will Require a Centralized Control Layer
“I think we're gonna see probably a similar thing happening, In from an agent standpoint, right? Where there's gonna have to be, you know, a control layer around this.”
Denise Persson Jun 18, 2026 ▶ 43:26 The Dashboard Is Dead: What Snowflake's CMO Does Instead
Jun 18, 2026 neutral
Disclosure
Persson: Snowflake Requires Central Certification Before AI Agents Scale Across Teams
“For us right now, we're basically just encouraging everyone at every level of the company to kind of, to build, you know, agents, to build, you know, apps, you know, on their own. It's going to come to a point where we're going to have to kind of rein this in …”
Denise Persson Jun 18, 2026 ▶ 42:05 The Dashboard Is Dead: What Snowflake's CMO Does Instead
Jun 24, 2026 neutral
Insight
Tavakoli: Enterprise AI Context Resembles Employee Onboarding Knowledge, Not Raw Data
“Context is different than data. Think about it as you're onboarding a new employee. How do you explain Everything that goes on in your organization so they can operate effectively. How do you get back? Cause that's what agents are.”
Arsalan Tavakoli Jun 24, 2026 ▶ 6:59 The Enterprise AI Reality Check: From Dashboard Graveyards to 30-Day Migrations with Databricks
Jun 26, 2026
Assertion Not checkable as stated
SaaStr operates nearly 30 AI agents used almost 1 million times
“We have, I don't know, almost 30 agents now at Saskr that have been used almost a million times.”
Amelia LeRutte Jun 26, 2026 ▶ 1:03 How to Build Your Own AI VP of Marketing Step-by-Step
Jul 1, 2026 bullish
Prediction Not checkable as stated
Lemkin: AI Agents Will Collapse Into Fewer Consolidated Knowledge Repositories
“The agents are collapsing into each other. We may well have fewer agents doing more, going deeper. In essence, mono repos all sharing a body of knowledge.”
Jason Lemkin Jul 1, 2026 ▶ 1:48 The Agents #008: Agents Are Merging, Not Multiplying. Plus, Sam Blond on Why Outbound Isn't Dead.
Jul 1, 2026 positive
Assertion Not checkable as stated
Lemkin: SaaStr tripled its output with fewer people using AI agents
“We have triple the output we were before agents, okay, with fewer people, right? Fewer people triple the output”
Jason Lemkin Jul 1, 2026 ▶ 50:28 The Agents #008: Agents Are Merging, Not Multiplying. Plus, Sam Blond on Why Outbound Isn't Dead.
Jul 1, 2026 positive
Insight
Lemkin: Connected AI agents discover unexpected API use cases
“When you hook up APIs, the agent will come up with use cases for the API you didn't even know existed, right?”
Jason Lemkin Jul 1, 2026 ▶ 24:27 The Agents #008: Agents Are Merging, Not Multiplying. Plus, Sam Blond on Why Outbound Isn't Dead.
Jul 8, 2026 neutral
Insight
Lemkin: Managing 21 AI agents requires more cognitive load than managing humans
“It is more tiring to be managing 21 agents. It is not. I don't know that it's more work. I'm still reflecting on it, but it is a higher cognitive load than people.”
Jason Lemkin Jul 8, 2026 ▶ 2:35 Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin
Jul 8, 2026 positive
Assertion Not checkable as stated
Lemkin built a full suite of AI agents without a software developer
“Amelia and I built all these agents we talked about without a developer would have been impossible six months ago.”
Jason Lemkin Jul 8, 2026 ▶ 1:51 Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin
Jul 8, 2026 bearish
Prediction Not checkable as stated
Lemkin: Software Vendors with Agent-Unfriendly APIs Will Lose Customers
“If your API is not agent friendly, it is a crying shame because you will lose customers when the agent says, I don't want to, I don't, I want to use a different vendor, right?”
Jason Lemkin Jul 8, 2026 ▶ 26:18 Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin
Jul 8, 2026 bullish
Insight
Lemkin: AI Agent Goal Should Exceed Human Performance, Not Replicate 80%
“And so your goal should not be to reproduce 80% of your best person, but the goal should be to find areas where the goal is higher than human.”
Jason Lemkin Jul 8, 2026 ▶ 23:16 Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin
Jul 17, 2026 bearish
Prediction Not checkable as stated
Lemkin: Competitors' AI agents will steal customers from incumbent SaaS vendors
“Agents will steal your customers. Not your humans, not the great sales rep, not a moment in time, not your competitor going down at the end of the month or for a weekend. Your competitor's agents will steal you, steal your customers.”
Jason Lemkin Jul 17, 2026 ▶ 1:00:26 How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration
Jul 17, 2026 positive
Insight
Lemkin: Well-trained AI agents can expand beyond their intended operational roles
“You launch an agent for support. You realize they could do marketing. They can do sales. They can do pre-sales. They can do screen. Like almost any well-trained agent can do more than what you intended to do.”
Jason Lemkin Jul 17, 2026 ▶ 1:00:03 How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration
Jul 17, 2026 neutral
Insight
Lemkin: Product builders follow the path of least resistance from agent picks
“When you've been building products, you just, the path of least resistance is to use what the agent recommends, right?”
Jason Lemkin Jul 17, 2026 ▶ 45:19 How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration
Jul 29, 2026 positive
Insight
Lee: Builders must design for humans while preparing for AI agent users
“I think this is applies to almost most categories, which is Everyone building today needs to have kind of that two, those two mindsets, or how do you build for the human as well as prepare for a world where many of more of your users are agents.”
Grant Lee Jul 29, 2026 ▶ 22:31 $0 to $100M ARR Fast. How Gamma Scaled Quickly without a Sales Team
Jul 29, 2026 positive
Disclosure
Lee: Gamma uses a split of humans and AI agents for inbound triage
“It's a split right now. We have both humans, but then, you know, agents, AI can help us also prioritize the right conversations and ensure that they're getting some touch.”
Grant Lee Jul 29, 2026 ▶ 26:46 $0 to $100M ARR Fast. How Gamma Scaled Quickly without a Sales Team
Aug 5, 2026 negative
Assertion Not checkable as stated
Lemkin: Managing SaaStr's AI agents requires eight hours a day
“And it's exhausting because now it's eight hours a day instead of 20 to 30. We are at our limits. We cannot do any more.”
Jason Lemkin Aug 5, 2026 ▶ 1:02:00 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Aug 5, 2026 positive
Insight
Lemkin: Context-rich AI agents act as proactive team members, not tools
“What's changed is the agents have so much context. They're aware of so much that every single day when you log in, especially with you, when you log in with 10 K now our AI VP of revenue, it has new things that wants to build and do. It's not a software tool. …”
Jason Lemkin Aug 5, 2026 ▶ 6:37 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Aug 5, 2026
Insight
Lemkin: Autonomous decision-making agents require significantly more oversight than task-executing agents
“When an agent can only do a task, you check the task, but when an agent can decide things, you need an opinion about every decision it makes, and it makes a lot of them, and some of them it doesn't even tell you about.”
Jason Lemkin Aug 5, 2026 ▶ 1:04 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Aug 5, 2026 bearish
Insight
Lemkin: AI agents autonomously selecting software lock vendors out of deals
“The agent made the call for a heat map vendor We'd never heard of, and we didn't even need to do more diligence. You trusted the agent. Someone lost a 50, 20, a twenty-k deal out there to an agent, and you, they were never, and this paid vet, this other, this …”
Jason Lemkin Aug 5, 2026 ▶ 17:13 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Aug 14, 2026 positive
Disclosure
Bialecki: Klaviyo built an agent to pre-screen ideas using past design critiques
“I took all the crits, all the feedback that we've given over the last couple of years, right? These like Zoom meetings or raw notes, we just dumped it in a database, right? Gave it to an agent and said, look, from here on out, before we even get to those revie…”
Andrew Bialecki Aug 14, 2026 ▶ 28:26 Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business
Aug 14, 2026 neutral
Prediction Not checkable as stated
Bialecki: AI agent adoption will outpace the talent pool to build them
“The reality is agents are going to come into our lives, like for every business, much faster than I think we're going to be able to build up a population of people that know how to build them.”
Andrew Bialecki Aug 14, 2026 ▶ 33:01 Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business
Aug 28, 2026 positive
Insight
Lemkin: Headless architecture lets AI agents pull data across multiple CRMs
“The thing about headless is it also makes it much easier to bifurcate our data and put some into outside of the system of record and some in because the agent, the headless version of your CRM or SFA or system of record, well, it has no problem up to a point p…”
Jason Lemkin Aug 28, 2026 ▶ 14:16 Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013
Aug 28, 2026 bearish
Prediction Not checkable as stated
Lemkin: Customer AI agents will eliminate the need for underlying CRMs
“In CX and support if I'm talking to an agent on someone's website as a potential customer and that agent keeps me forever, I might not need, there may be no need for the CRM or CX system or SFA that undermined it. Used to underlie that interaction because the …”
Jason Lemkin Aug 28, 2026 ▶ 6:14 Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013
Aug 28, 2026 negative
Insight
Lemkin: Software vendors will lose if AI cannot autonomously execute APIs
“You're going to lose in the vendor war if you're not the one that not just is recommended in AO, but where the agent says, I will just do it with this API.”
Jason Lemkin Aug 28, 2026 ▶ 51:25 Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013
Sep 2, 2026 bullish
Prediction Not checkable as stated
Rubrik CPO: Guardrailed AI agents will make fewer mistakes than human operators
“People are going to make mistakes more than agents if we build our agents with the right guardrails around it. And so our belief is that actually we'll make fewer mistakes in an agentic world We'll tell people what the right solution is. We'll keep, take more …”
Chief Product Officer, Rubrik Sep 2, 2026 ▶ 26:35 Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
Sep 2, 2026 negative
Prediction Not checkable as stated
Lemkin: Vendor product complexity will increase tenfold with enterprise AI agents
“I think the complexity is going to go up in order of magnitude when these agents are out.”
Jason Lemkin Sep 2, 2026 ▶ 27:09 Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
Sep 2, 2026 bullish
Assertion Supported
Lemkin: Atlassian monetized its AI agent and drove its stock up
“Atlassian just launched. They finally were able to really monetize their AI agent and it's crushed their stocks up.”
Jason Lemkin Sep 2, 2026 ▶ 3:01 Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
Sep 2, 2026 neutral
Assertion Not checkable as stated
Rubrik CPO: Enterprises refuse full agentic control over core infrastructure
“So we're seeing a lot of pull towards agentic solution, but also caution because they are not willing to kind of cede control completely to agents for their core infrastructure and core security systems.”
Chief Product Officer, Rubrik Sep 2, 2026 ▶ 24:08 Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
Sep 9, 2026 negative
Insight
Reina: LLMs struggle in sales because they only produce within-distribution results
“I do still believe that, like, AI agents are not that good today actually at doing something that is very relationship driven. But they're getting much better at it, right? So, like, the problem is when you look at LLMs, they look at the distribution site, and…”
Carles Reina Sep 9, 2026 ▶ 33:36 CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina
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