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agentic AI

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 17, 2026 by Rodrigo Liang · across every show →

Everything said about agentic AI, oldest first

Jul 17, 2026 bullish
Prediction Not checkable as stated
Liang: Agentic AI will drive a wave of mid-sized distributed data centers
“And I think you're going to see this new wave of companies that are doing distributed data centers, right? So these data centers are mid-sized, right? They're mid-sized, and it's going to be even more important as you go into this agentic world”
Rodrigo Liang Jul 17, 2026 ▶ 11:27 Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
Jul 19, 2026 bullish
Prediction Not checkable as stated
Cook: Mobile apps will consolidate to 2-4 agentic AI interfaces
“We're going from a world in which you have 60 to 80 apps to an agentic AI world where you've got a lot fewer than that. Two, three, four apps where everything else plugs in as an API or an MCP.”
Max Cook Jul 19, 2026 ▶ 1:51 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
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