AI agent

“There's this broad narrative that agents are just going to use digital assets because there's, they're permissionless, and you can just, like, they're instant. They're less regulated and that, that probably will happen, but there's going to be competition from…”

“When every company has an army of AI agents that are coding and selling relationships, relationships are gonna have a lot of value, like being able to call up somebody at another company and get a deal done, like just very old fashioned, like do a power lunch …”

“And now it's kind of like everyone in the space is talking about agents and the future of agents. You know, when we were doing this like here, no one really even believed that agents were like a thing, you know?”

“And so I think as that starts to happen, I would really expect that this year you're able to use operator or whatever the equivalent agent is to start booking flights and doing a lot of these more mundane tasks.”

“And I think this is a view into the future where Firms would not be made of like, you know, SDR and like, can't EAE, whatever. It's going to be like, I'm a sales generalist, right? I can do all that stuff because I can spin up AI agents that can do all these t…”

“I do think that, like, some of the most important agents like, some of the, you know, like, most important things that we'll build over the next, like, few years might not have results that you can, like, look at in three seconds to be like, wow, like, great j…”

“I think the thing that's underrated is we humans have this global hive mind where the reason we can make iPhones and we can make buildings and whatever is not just intelligence and also not just agency. It's the fact that there's so much specialization. There'…”

“Like, hey, I get the hype, but like, they just, they're not reliable enough yet. You know, they don't work two out of 10 times, and that just doesn't work for these unsupervised automation products.”

“Like it's very possible that likability becomes a core reason why somebody has a job because somebody is running a business and they go I really like David. I like being around him. I want him here, even though, you know, we could get an agent to do this. Like…”

“The vast majority of the time for use cases where AI agents are deployed right now, they more than clear that bar of human quality, and then some, right?”

“SMBs are actually the ones who have, in my mind, the most real deployments out there. They are actually deploying agents for mission critical stuff all day long.”

“I actually think it's going to be much more important even once AI agents can actually work together. You don't want, like, having all of these different platforms for all of your different AI agents is maybe the same thing as having, like, five headquarters. …”

“I think, like, there is going to be a transformational moment for businesses where you have, like, the holy grail of AI agencies, like, what we call the drop-in replacement for a human worker. And I think that's coming in, like, 12 to 18 months.”

“I think it's temporary though, because AI agents are soon going to be simple enough. Again, if you have a drop in replacement for a human worker, it's going to be no more complicated than collaborating with your human teammate. So I don't know that you're goin…”

“A year. I broadly buy the meme that 2025 is the year of agents. It's like a year-ish. I think those mean to be a pretty serious inflection point.”

“The beauty of building it this way is that you build a set of actually few low-level primitives, and then it's like Lego bricks, you know, and then you can combine these Lego bricks however you want, and they combine super linearly, and then they explode into …”

“Agents, the comp is not other software, it's humans, right?”

“Eventually, and in the not too distant future, you are going to have an AI agent design that for you. So we call that the AI chief of staff. It's just going to Manage all of your agents. And you can imagine this is recursively, right? Just like agents, managin…”

“So like watch MCP I would expect would have down the road a payment standard, right? And AI agents. So you imagine a world, which I think we're headed to pretty soon in a couple of years, we have all these different AI agents running around... And pennies gett…”

“I think it's also, we're going to get, like, AI agents that can be kind of like your RIA, like your registered investment advisor, or almost like your trading bot.”

“You imagine a world, which I think we're headed to pretty soon, in a couple of years, we have all these different AI agents running around... And then you sort of imagine other agents coming along and negotiating and, you know, pennies getting transferred back…”

“In the future, if you do have this economy of agents, and it's much easier for AIs to supervise each other, to be observing every single thing that's happening in the organization, that the speed of learning might be exponentially faster than what's possible w…”

“These things are like, damn smart, resourceful beasts if you actually give them the power.”

“We just haven't solved some things, like prompt injection is not solved. There is absolute risk”

“A lot of apps will just melt away. Why do I still need my fitness pal? I just make a picture of my food. My agent already knows I'm at McDonald's making bad decisions. So like this combines information, it has a perfect match and knows exactly what I'm going t…”

“Anything that humans have used on the internet, any sort of, like, game, or social media, or, like, jobs, or people paying each other, or collaborating, like, any of the things that we've built for humans, there's no reason you couldn't build that same thing f…”

“This is a very basic version with the technology available today of what's actually possible, and if you fast forward one year, two years there's, this is an alternate reality, and you don't have to put a headset on to do it, and it's going 2407. This is just …”

“And an AI agent doesn't want to use a website. It doesn't want to use UI. It doesn't want to browse things. What you would do is you would build it API calls that it can curl, and so the news feed and all the ways it interacts and it browses would all be throu…”

“And so a big part of making this successful is figuring out Like, having AI producers automatically detect which places they should be pointing the cameras so that humans can see that content and then decide which things they find interesting, and then they ca…”

“And then notebook's not telling them what to talk about. So it's not suggesting what they should do. It's not like controlling that at all. That's entirely up to that AI agent on its own.”

“Moldbook is essentially a clone of Reddit. There's subreddits, there's users, there's upvotes, but it's all agents. So you can browse it if you're a human, but if you're, but the only way to post really is to connect your AI agent”

“You have people thinking like, oh, latency matters in terms of where a data center is. It doesn't matter at all. What matters is, you know, as we've moved from, you know, chat applications, which were like, or search response immediately, chat applications, le…”

“I suspect like everything else that's happening when an industry is moving so fast, all of this is somewhat temporary on like a long enough time scale. And You, as these models become more capable and these agents are operating on very long time horizons with …”

“All the SaaS companies are going to essentially just become hooks for all the crap they've built on top of it.”

“Monday.com had earnings and the stock went down 21% after they flagged AI agents as a competitive threat. On their earnings call.”

“I think that the bigger point, going back to taste is, you know, if an agent can do it for you, Then unless you've got some amazing sophisticated prompting that's super unique, like an agent can do it for someone else. And so I think that this discourse on lik…”

“And this is certainly the true, certainly what we've seen with databases. Like certain databases have just skyrocketed in demand because they're the ones that the agents are pulling off the shelf.”

“Once you figure out how to do agents, then you can do them a little better than most other people, and then you can turn that into what would have been a SaaS business in the past, is now, you know, we'll create your own marketing team, and we'll, you know, do…”

“Agents need CPUs. You need to fill the GPUs constantly with new data and tasks. Also, all of the agents use CPUs to make web queries, search the web, run Python, spin up web servers, interact with anything.”

“AI agents need more CPUs. The ARM CEO talked about four times more CPU quarter cores versus last year's kind of AI infrastructure model. So we're gonna see this massive Demand for CPUs that people aren't really understanding it. Because AI agents, the whole th…”

“Some of the things that we're doing are, you know, for those customers of ours that want to make sure their content is consumed by agents, want to make sure it's as accessible as possible. We are automatically converting things into Markdown, which is a much s…”