Howie Liu (CEO of Airtable) responds to a Sequoia Capital chart showing low single-digit AI agent adoption across back office, marketing, and sales functions.
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.”
Assertion Contradicted
Liu: OpenAI and Anthropic have over $80 billion in combined revenue
“Take opening Ionanthropic alone, right? Let's just say they have a combined revenue probably of like eighty million plus, right? Or eighty billion, sorry, plus right now up from like basically zero a few years ago.”
Prediction Not checkable as stated
Liu: AI models will never have infinite context windows due to physics
“I just don't think we're ever going to get to a point to where like a, an AI model can like have infinite context window. Right. And I think there's like a physics to that, right? Like you could just literally only have so much attention on like so much, you k…”
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?”
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.”
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…”