Howie Liu

8 statements across 1 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Apr 29, 2026 by Howie Liu · across every show →

On the record as a speaker too: Howie Liu's record, appearances and statements → this page counts the times other people say the name.

Everything said about Howie Liu, oldest first

Apr 29, 2026 positive
Insight
Liu: Mid-sized TAM markets offer massive upside without incumbent competition
“Maybe it's not micro, it's more like mini or medium market, like a couple billion TAM large, which is to say you can build a very lucrative business, even capturing like a double digit percent chunk of this, like you can make a few hundred million per year, an…”
Howie Liu Apr 29, 2026 ▶ 21:13 Making $$ with AI Agents
Apr 29, 2026 positive
Disclosure
Howie Liu runs 30 autonomous cloud code instances in parallel for HyperAgent
“The way I develop on hyper agent is I have like 30 different cloud code instances running in parallel, and each one is coupled up to like a browser, Fully autonomous. It can go and like get other agents to comment on any PRs it creates.”
Howie Liu Apr 29, 2026 ▶ 3:28 Making $$ with AI Agents
Apr 29, 2026 bullish
Opinion
Liu: Deploying frontier AI agents across enterprise should reach 100% penetration
“If you took like frontier agents today and deployed them into every one of these categories, you should get to a hundred percent.”
Howie Liu Apr 29, 2026 ▶ 2:57 Making $$ with AI Agents
Apr 29, 2026 neutral
Insight
Liu: AI app generation is already a commoditized feature
“App building is just a feature now. It's a commoditized feature, and what it can actually do is, like, go and research the end-to-end of, like, here's actually the business context of what I'm trying to do, and then build the app informed by it, right?”
Howie Liu Apr 29, 2026 ▶ 23:06 Making $$ with AI Agents
Apr 29, 2026 positive
Disclosure
Liu: Hyperagent drafted an Airtable board memo investors called his best
“Like it's funny, like one of our recent board memos that I wrote and sent out to our entire board and kind of major investor list. Like, you know, a lot of it was researched and crafted by hyper agent, right? Obviously with like my, you know, kind of instincts…”
Howie Liu Apr 29, 2026 ▶ 9:53 Making $$ with AI Agents
Apr 29, 2026 bullish
Opinion
Liu: AI agent TAM is tens of trillions in white-collar GDP
“And, I mean, the TAM for that is, like, not even a trillion. It's, like, probably, like, the whole GDP of, like, all white-collar labor, which is, like, obviously many tens of trillions, right? Like, in, in even, like, the Western hemisphere alone.”
Howie Liu Apr 29, 2026 ▶ 6:40 Making $$ with AI Agents
Apr 29, 2026 positive
Disclosure
Liu: Airtable generates $500M revenue and holds over $1B in cash
“Within air table, which is a half billion revenue business. We're going to generate a hundred million of free cash flow. You know, this year, like we have over a billion dollars on our balance sheet.”
Howie Liu Apr 29, 2026 ▶ 1:02:20 Making $$ with AI Agents
Apr 29, 2026 neutral
Assertion Open · timeframe Apr 2026
Liu: Benchmark memo told portfolio companies to radically rethink operations for AI
“One of the benchmark partners sent out this memo about, like, you know, it was basically a wake-up call to all of the portfolio companies to, like, you know, get with the program and, like, really radically rethink how you operate your business, like, immediat…”
Howie Liu Apr 29, 2026 ▶ 38:33 Making $$ with AI Agents
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