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
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…”
Jan 31, 2025 bullish
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.”
Feb 27, 2025 bullish
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…”
Mar 5, 2025 negative
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…”
May 23, 2025 positive
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…”
May 30, 2025 positive
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…”
Jun 19, 2025 bearish
Jun 25, 2025 positive
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…”
Jun 25, 2025 neutral
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…”
Jun 25, 2025 bullish
Jun 25, 2025 positive
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 …”
Jun 25, 2025 bullish
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.”
Jul 11, 2025 positive
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…”
Aug 26, 2025 bullish
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…”
Sep 8, 2025 neutral
Sep 12, 2025 neutral
Sep 12, 2025
Sep 12, 2025 bearish
Sep 12, 2025 bullish
Sep 12, 2025 bullish
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.”
Sep 12, 2025 positive
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, …”
Sep 12, 2025 neutral
Sep 12, 2025 bullish
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.”
Sep 16, 2025 bullish
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 …”
Sep 16, 2025 positive
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…”
Sep 16, 2025 bullish
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.”
Sep 23, 2025 bullish
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…”
Feb 6, 2026 bearish
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”
Feb 7, 2026 bullish
Feb 21, 2026 positive
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…”
Feb 21, 2026 bearish
Feb 21, 2026 neutral
Feb 21, 2026 neutral
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…”
Mar 16, 2026 bullish
Mar 16, 2026 bullish
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 …”
Mar 31, 2026
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…”
Mar 31, 2026
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…”
Mar 31, 2026 bullish
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…”
Apr 29, 2026 positive
Apr 29, 2026 neutral
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…”
Apr 29, 2026 bullish
May 27, 2026 positive
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.”
May 27, 2026 bullish
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.”
May 27, 2026 positive
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.”
Jun 10, 2026 positive
Jun 10, 2026 bullish
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…”
Jun 10, 2026 positive
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…”
Jul 26, 2026 positive
Jul 29, 2026 bullish
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…”