AI agent

also referred to as: ai agents

49 statements across 24 episodes · 33 bullish · 6 bearish · 20 people on the record · first statement Feb 8, 2024 by Harj Taggar · across every show →

Everything said about AI agent, oldest first

Feb 8, 2024 negative
Prediction Not checkable as stated
Taggar: Malicious AI agents will require consumers to deploy defensive AI agents
“He's worried about there's going to be a world of just sort of like all these AI agents that are out trying to do malicious things, and that we're going to need like our own like good defensive AI agents out there making sure we don't get scammed out of all of…”
Harj Taggar Feb 8, 2024 ▶ 25:35 The Truth About Building AI Startups Today · Y Combinator
Jan 31, 2025 bullish
Prediction Not checkable as stated
McGrew: Extended reasoning compute will unlock reliable autonomous AI agents
“What we're going to see out of reasoning, out of long thinking is that it's really going to unlock the possibility of agents to do actions on your behalf, which, you know, has sort of always been possible, but it's just never been quite good enough.”
Bob McGrew Jan 31, 2025 ▶ 15:14 Bob McGrew: AI Agents And The Path To AGI · Y Combinator
Feb 27, 2025 bullish
Prediction Not checkable as stated
Epstein: Canvas interfaces will be the standard AI agent UI by 2035
“10 years from now, this may be the standard to interact and control and monitor a lot of these agents. If they're truly everywhere and doing, you know, so much of the work that we as humans don't want to spend our time doing, this is going to be the way that w…”
Aaron Epstein Feb 27, 2025 ▶ 12:23 AI Interfaces Of The Future | Design Review · Y Combinator
Mar 5, 2025 negative
Insight
Friedman: AI coding agents will bullshit founders just like human employees
“The AI agents, incidentally, will do exactly the same thing. They will absolutely, like, The AI agents will bullshit you just like a human employee will if you don't, like, if you're not technical enough to, like, call them out on their bullshit and be like, n…”
Jared Friedman Mar 5, 2025 ▶ 29:59 Vibe Coding Is The Future · Y Combinator
May 23, 2025 positive
Insight
Koomen: Agents excel at instruction processing, not blank-slate generation
“These agents aren't good at writing from scratch. They're good at processing instructions and doing and turning them into some text output, right? For code, that's actually really useful, right? If I can describe in English what I'm looking for, An agent can o…”
Pete Koomen May 23, 2025 ▶ 17:30 How To Design Better AI Apps · Y Combinator
May 30, 2025 positive
Insight
Garry Tan: Prompt engineering is like learning how to manage a person
“It also kind of feels like learning how to manage a person. Where it's like, how do I actually communicate you know, the things that they need to know in order to make a good decision? And how do I make sure that they know you know, how I'm going to evaluate a…”
Garry Tan May 30, 2025 ▶ 30:16 State-Of-The-Art Prompting For AI Agents · Y Combinator
Jun 19, 2025 bearish
Opinion
2025 is not the year of AI agents, it is the decade
“When I see things like, oh, twenty-twenty-five is the year of agents, I get very concerned, and I kind of feel like, you know, this is the decade of agents, and this is going to be quite some time. We need humans in the loop.”
Andrej Karpathy Jun 19, 2025 ▶ 27:34 Andrej Karpathy: Software Is Changing (Again) · Y Combinator
Jun 25, 2025 positive
Insight
Nadella: Sophisticated AI applications require memory, tool use, and entitlements scaffolding
“If I look at the next frontier, I would say there are three things, right? One is memory the other one is tools used, and then the third, which I think is perhaps the most important thing, is entitlements which is basically, if I'm gonna take action, what enti…”
Satya Nadella Jun 25, 2025 ▶ 18:21 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 neutral
Insight
Nadella: Legal liability guarantees humans will remain in the AI loop
“Because one thing that we don't talk about is the legal liability, by the way, until some real laws change, are going to be with humans and institutions humans build. And as long as that is true, we're gonna have to really make sure the human is in the loop, a…”
Satya Nadella Jun 25, 2025 ▶ 23:16 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 bullish
Prediction Not checkable as stated
Nadella: AI agents doing computer use for humans is the direction of travel
“Yeah, I mean, I think that has been the dream, which is, can these agents Become your computers. And they do the computer use for you. And that absolutely, I think is the direction of travel.”
Satya Nadella Jun 25, 2025 ▶ 29:18 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 positive
Prediction Not checkable as stated
Nadella: Software engineers will become architects as everyone builds software
“What I think will happen is all of us are going to be creating software, but there is going to be a job called a software engineer. It's going to be different, but I look at it, right? You are really taking a software engineer and saying you're now a software …”
Satya Nadella Jun 25, 2025 ▶ 22:18 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jun 25, 2025 bullish
Opinion
Nadella: Reasoning models paired with human synthesis are the true frontier
“Now, like having a sophisticated reasoning model and your prefrontal cortex work together whereas a lot of the mundane Stuff is getting done by even some core agent or what have you. That I think is definitely the frontier.”
Satya Nadella Jun 25, 2025 ▶ 15:16 Satya Nadella: Microsoft's AI Bets, Hyperscaling, Quantum Computing Breakthroughs · Y Combinator
Jul 11, 2025 positive
Prediction Not checkable as stated
Srinivas: Task-based pricing for AI agents will become a major model
“Usage-based pricing. Where people are paying an agent for completing a task, or people have recurring tasks, and they pay based on, you know, every single use of the task, and they normalize this system based on, like, how much it would take to hire a person t…”
Aravind Srinivas Jul 11, 2025 ▶ 28:34 Aravind Srinivas: Perplexity's Race to Build Agentic Search · Y Combinator
Aug 26, 2025 bullish
Prediction Not checkable as stated
Junestrand: Lawyers will manage and review AI agents rather than doing direct work
“I'm kind of viewing it as you're more and more entering a workspace of reviewing Work than actually doing it. And you are managing the expectations from your clients and the expectations and the work from your AI agents, right? You're effectively instructing t…”
Max Junestrand Aug 26, 2025 ▶ 36:55 How This 25-Year-Old Built A $675M Legal AI Startup (With No Legal Experience) · Y Combinator
Sep 8, 2025 neutral
Prediction Not checkable as stated
McGrew: In five years, AI agents won't be a single category
“Probably in five years, we'll look back, we'll be like, well, AI agents, there wasn't even a thing at all, right? We were actually doing all these different things.”
Bob McGrew Sep 8, 2025 ▶ 28:15 The FDE Playbook for AI Startups with Bob McGrew · Y Combinator
Sep 12, 2025 neutral
Insight
Masad: Execution infrastructure, not code generation, is the bottleneck for AI agents
“Agents that can write code, ah, is actually the easy part. The hard part Is the infrastructure around it. Sometimes I call it the habitat for which the agent lives in.”
Amjad Masad Sep 12, 2025 ▶ 4:33 The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator
Sep 12, 2025
Disclosure
Masad: Replit pivoted all company resources toward AI agents in late 2023
“So around, you know, late 23, early 24, we decided to put all our resources into agents.”
Amjad Masad Sep 12, 2025 ▶ 2:55 The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator
Sep 12, 2025 bearish
Prediction Not checkable as stated
Masad: AI agents won't autonomously discover and test business ideas anytime soon
“I don't think we're going to get to a point where you can go tell an agent, hey, go find me a, you know, business idea and go test all of them. I don't think we'll get there anytime soon.”
Amjad Masad Sep 12, 2025 ▶ 29:59 The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator
Sep 12, 2025 bullish
Insight
Masad: Build imperfect agent products now; improving models will validate them
“I keep telling my team, we need to be okay with building crappy products today, ah, because two months down the line, the models will get better, and your business, your product will suddenly become viable.”
Amjad Masad Sep 12, 2025 ▶ 4:15 The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator
Sep 12, 2025 bullish
Prediction Not checkable as stated
Masad: Tech-empowered sovereign individuals creating immense wealth will become the norm
“And this idea of like a sovereign individual, someone so empowered by technology, so empowered by these agents. That is able to create enormous amount of wealth individually is, is is, is going to be the norm.”
Amjad Masad Sep 12, 2025 ▶ 22:15 The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator
Sep 12, 2025 positive
Insight
Masad: Automated testing guardrails prevent goal drift in long-horizon AI agents
“Making sure that, because as you go longer, the, there's like an, ah, there's like a goal drift. The agent might start doing things that you don't like, but having those guardrails of testing along the way, ah, will make it so that it stays more coherent, ah, …”
Amjad Masad Sep 12, 2025 ▶ 36:01 The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator
Sep 12, 2025 neutral
Insight
Masad: AI model training has reliability limits without fast environment feedback loops
“I think there's a limit on how much the training can increase reliability, but I think the environment feedback and the ability to try things really fast is the way to get to the upper echelon of reliability.”
Amjad Masad Sep 12, 2025 ▶ 33:08 The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator
Sep 12, 2025 bullish
Prediction Open · timeframe Sep 2027
Masad: Developers will reliably run 1,000 concurrent AI agents within two years
“Or plus, which I assume we're going to get to in the next couple of years, you can really spin up a thousand agents, give them a lot, thousand problems, and reliably be confident that like, 95% of them is going to work.”
Amjad Masad Sep 12, 2025 ▶ 10:29 The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator
Sep 16, 2025 bullish
Prediction Not checkable as stated
Levie: In 10 years, most enterprise work will be previously uneconomic tasks
“If we go 10 years into the future, The vast majority of work that gets done in 10 years from now will be work that today is in that category. It's the work that like right now we can't even attack because we're like, I'm not going to hire somebody, pay them a …”
Aaron Levie Sep 16, 2025 ▶ 11:30 Aaron Levie: Why Startups Win In The AI Era · Y Combinator
Sep 16, 2025 positive
Insight
Levie: AI agents replace per-seat SaaS pricing with work volume pricing
“Agents basically completely blows that up because all of a sudden you can have AI agents that effectively contain the labor of that job function in the software itself. So you can go to a company and you can say, I know you only have three lawyers, but my agen…”
Aaron Levie Sep 16, 2025 ▶ 20:31 Aaron Levie: Why Startups Win In The AI Era · Y Combinator
Sep 16, 2025 bullish
Prediction Not checkable as stated
Levie: Incumbents will only sell AI agents to existing install bases
“Because I think incumbents are only going to be the agent providers for their existing install base, which means that there's going to be tons of opportunity for so many more agents that those incumbents aren't already selling into.”
Aaron Levie Sep 16, 2025 ▶ 40:03 Aaron Levie: Why Startups Win In The AI Era · Y Combinator
Sep 23, 2025 bullish
Opinion
Pollak: Smart contracts will become native monetary substrate for AI agents
“And I think that's exactly what we're seeing happen with crypto right now is that crypto is plugging in as a platform. That enables agents to transact natively. So instead of going and trying to operate in a browser over the legacy rails, they just call the sm…”
Jesse Pollak Sep 23, 2025 ▶ 37:45 Why Now Is The Best Time To Build In Crypto · Y Combinator
Feb 6, 2026 bearish
Insight
Taggar: Never give personal AI agents access to emails due to prompt injection
“Do not give it access to emails would be my number one piece of advice or probably anything. Cause it's not clear how safe it is. And it's probably almost certainly gonna probably a lot of people being prompted injected by it right now”
Harj Taggar Feb 6, 2026 ▶ 39:09 We're All Addicted To Claude Code · Y Combinator
Feb 7, 2026 bullish
Prediction Not checkable as stated
Steinberger: AI agents will naturally negotiate directly with other bots
“I think that's a natural next step. Like, okay, I'm gonna book a restaurant. My bot will reach out to the restaurant bot and do the negotiation. Like, because it's more efficient.”
Peter Steinberger Feb 7, 2026 ▶ 3:13 OpenClaw Creator: Why 80% Of Apps Will Disappear · Y Combinator
Feb 21, 2026 positive
Insight
Taggar: Devtool founders should design products from the agent's perspective
“Developing an intuitive fuel, like a hands-on fuel for The agents, their limitations, their capabilities, and very specifically around what we're talking about here is like, what type of tools the agents work well with? where do they get stuck? And once you s…”
Harj Taggar Feb 21, 2026 ▶ 21:37 The AI Agent Economy Is Here · Y Combinator
Feb 21, 2026 bearish
Opinion
Friedman: AI agents hate using websites and want APIs instead
“And APIs. They hate using websites. Yes. They only, like, they want to use APIs. They want to write code.”
Jared Friedman Feb 21, 2026 ▶ 22:56 The AI Agent Economy Is Here · Y Combinator
Feb 21, 2026 neutral
Assertion Supported
Garry Tan: AI Agents Lack Legal Standing to Sign Contracts
“Agents are, like, not legal entities that could, like, sign documents, for instance. So, you know, as long as that's true, like, you actually, like, need a human to be, like, the liability sink and to be, you know, to have standing.”
Garry Tan Feb 21, 2026 ▶ 19:06 The AI Agent Economy Is Here · Y Combinator
Feb 21, 2026 neutral
Prediction Not checkable as stated
Taggar: AI agents may eventually establish their own economy and currency
“The whole idea of, like, the human money versus agent money, like, that's kind of where this probably goes at some point, is, like, the, right now the agents are transacting, if you have them transact, they're going to transact in human money, because that mak…”
Harj Taggar Feb 21, 2026 ▶ 13:30 The AI Agent Economy Is Here · Y Combinator
Mar 16, 2026 bullish
Prediction Held up
Mukund Jha: Hundreds of AI agents will collaborate on single tasks by year-end
“I think by end of the year you'll have, you know, agents which are running for hours. And like maybe hundreds of agents collaborating on the single task.”
Mukund Jha Mar 16, 2026 ▶ 31:12 AI Is Unlocking Millions Of New Builders · Y Combinator
Mar 16, 2026 bullish
Insight
Mukund Jha: Solving verification enables full automation of software engineering
“If you can solve for verification, which is essentially, you know, you can solve the testing part you can actually automate all the software engineering. That was sort of our key insight that like, you know, verification is the loop, which sort of keeps agent …”
Mukund Jha Mar 16, 2026 ▶ 2:27 AI Is Unlocking Millions Of New Builders · Y Combinator
Mar 31, 2026
Insight
Mellata: AI agent triage leaves a complex 1% requiring investigative dashboards
“What we found out is that because AI agents are able to take on the simplest part of the workflow, so they're able to triage 99% of cases, that one percent is usually going to be the most complex cases that need to be reviewed by a human, and you need a really…”
Karine Malata Mar 31, 2026 ▶ 17:11 This Startup Catches Fraud at Scale · Y Combinator
Mar 31, 2026
Insight
Mellata: Automating KYC and KYB Requires Only Three Core Building Blocks
“There's really only three building blocks that you need. So you have the compliance documents, the standard operating procedure, so what the company deems As necessary to verify at the onboarding level or at any other parts of the life cycle of that entity. On…”
Karine Malata Mar 31, 2026 ▶ 7:51 This Startup Catches Fraud at Scale · Y Combinator
Mar 31, 2026 bullish
Insight
Mellata: AI Agents Eliminate the Need for Specialized Fraud Classifiers
“You don't need a classifier anymore because AI agents are able to read a set of standard operating procedure and reason over an image or reason over sort of unstructured data and know that this is possibly chargeback fraud. You don't need a specialized classif…”
Karine Malata Mar 31, 2026 ▶ 13:42 This Startup Catches Fraud at Scale · Y Combinator
Apr 29, 2026 positive
Insight
Hassabis: Active agent systems are the necessary path to AGI
“You have to have an active system that can actively solve problems for you to get to AGI. That was always clear to us. So agents are that path.”
Demis Hassabis Apr 29, 2026 ▶ 15:43 Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough · Y Combinator
Apr 29, 2026 neutral
Insight
Hassabis: Lack of continual learning holds AI agents back from full tasks
“I think that's one of the not having continual learning currently is one of the things holding back agents from doing full tasks. You know, I think they're really useful for aspects of tasks right now, and you can patch them together and do some really cool th…”
Demis Hassabis Apr 29, 2026 ▶ 12:48 Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough · Y Combinator
Apr 29, 2026 bullish
Prediction Not checkable as stated
Hassabis: AI agents will deliver full commercial value in 6 to 12 months
“I haven't seen the result yet, which I would expect once this is really delivering that full value, which I think will come in the next six to 12 months.”
Demis Hassabis Apr 29, 2026 ▶ 17:45 Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough · Y Combinator
May 27, 2026 positive
Insight
Koomen: AI-native software will be agents wrapping tools, not apps wrapping AI
“I think the conclusion that this essay points to is that as we get better at building AI native software. It's going to look a lot more like the agent wrapping software deterministic tools rather than deterministic software wrapping an AI.”
Pete Koomen May 27, 2026 ▶ 33:55 Inside YC's AI Playbook · Y Combinator
May 27, 2026 bullish
Insight
Friedman: Worrying about security and privacy limits AI agent power
“It turns out that, like, the thing that was hampering the world was being worried about security and privacy and all the things that could go wrong, and when you, like, worry a bit less, you're like, oh my god, these things are unbelievably powerful.”
Jared Friedman May 27, 2026 ▶ 7:03 Inside YC's AI Playbook · Y Combinator
May 27, 2026 positive
Disclosure
Koomen: YC runs a nightly AI agent to review employee interactions
“We have this general agent that every night will go, And read through all of the agent conversations that employees have had, and look for things that could have done better, and pieces of context that if it had, up front, it would have done more efficiently.”
Pete Koomen May 27, 2026 ▶ 19:27 Inside YC's AI Playbook · Y Combinator
Jun 10, 2026 positive
Insight
Franceschi: Continuous Daily Improvement Is the Biggest Unlock for AI Agents
“A lot of what I see with companies is they spend a lot of time getting An agent working, but never thinking how to make the agent improve every day. And I think that's like always the biggest unlock.”
Pedro Franceschi Jun 10, 2026 ▶ 47:33 The Most AI-Pilled CEO We Know · Y Combinator
Jun 10, 2026 bullish
Disclosure
Brex Uses AI Agents to Automatically Fix Other Agents' Bugs
“Whenever someone has a conversation with the agent that is the flags an issue or a bug or something that feels like the conversation didn't go as smoothly, that creates a bug. That bug triggers an agent that's going to go and modify the code base and the promp…”
Pedro Franceschi Jun 10, 2026 ▶ 47:02 The Most AI-Pilled CEO We Know · Y Combinator
Jun 10, 2026 positive
Insight
Franceschi: Companies Must Separate Code, Customer, and Roadmap AI Agents
“You should separate the agent that, and the systems that are actually emitting code from the system that is talking to customers and the system that is reasoning about the conversations with customers and translating into product roadmap. Basically three separ…”
Pedro Franceschi Jun 10, 2026 ▶ 44:59 The Most AI-Pilled CEO We Know · Y Combinator
Jul 26, 2026 positive
Opinion
Huang: Controllability is the single biggest breakthrough needed for AI agents
“And so I think controllability is probably the single biggest breakthrough that we need for agents at every single level.”
Jensen Huang Jul 26, 2026 ▶ 23:19 Jensen Huang: The Mindset That Built NVIDIA · Y Combinator
Jul 29, 2026 bullish
Insight
Alexandr Wang: Startups leveraging AI agents can easily outcompete incumbents
“And now I actually think with the power of agents and AI broadly speaking, it's much closer to Goliath versus Goliath. Like, I think, but maybe the startup is like a mecha Goliath that is like vastly enhanced by the power of agents and AI, and you know, the la…”
Alexandr Wang Jul 29, 2026 ▶ 10:52 Alexandr Wang: “This is a Once-in-a-Civilization Opportunity” · Y Combinator
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