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The current internet wasn't built for agents. "There’s a huge opportunity for startups to create these proxies… if someone would give me a scoped Gmail, I’d adopt it today." "There are websites today where the majority of the revenue, and certainly the majority of profits, come from cross-selling. If...

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76,884 views • 6 months ago •via X (Twitter)

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AI power users are here and the case for agent-friendly software is materializing. Aaron Levie on agents outnumbering people 1000x: "If you start to imagine that we all have to build software for agents… we spend as much time now thinking about the agent interface to our tool as we do the human interface." "If you have a hundred or a thousand times more agents than people, then your software has to be built for agents… it's going to be through an API or a CLI or MCP." "What if you give a coding agent access to your SaaS tools and a coding agent access to your knowledge work, workflows and context?" "It can actually code its way or use APIs through whatever task it's trying to achieve." "That appears to be like a paradigm that is starting to compound… and I actually think it kind of makes sense as the ultimate manifestation of this stuff." Aaron Levie
1:23

AI power users are here and the case for agent-friendly software is materializing. Aaron Levie on agents outnumbering people 1000x: "If you start to imagine that we all have to build software for agents… we spend as much time now thinking about the agent interface to our tool as we do the human interface." "If you have a hundred or a thousand times more agents than people, then your software has to be built for agents… it's going to be through an API or a CLI or MCP." "What if you give a coding agent access to your SaaS tools and a coding agent access to your knowledge work, workflows and context?" "It can actually code its way or use APIs through whatever task it's trying to achieve." "That appears to be like a paradigm that is starting to compound… and I actually think it kind of makes sense as the ultimate manifestation of this stuff." Aaron Levie

a16z

42,152 views • 22 days ago

"We saw the birth of these new platforms....we actually literally today just launched Circle Agent Stack," says @Circle CEO Jeremy Allaire - jerallaire.arc. "It’s for humans that want to go there and developers who are building AI agents, but it’s also for agents."
0:28

"We saw the birth of these new platforms....we actually literally today just launched Circle Agent Stack," says @Circle CEO Jeremy Allaire - jerallaire.arc. "It’s for humans that want to go there and developers who are building AI agents, but it’s also for agents."

Squawk Box

60,274 views • 4 months ago

Agents will eventually outnumber humans by orders of magnitude. Aaron Levie on the infrastructure that will be needed to manage them: "Whether you think the number is 10x or 100x... we're going to have some order of magnitude more agents than people." "There's going to be just incredibly spectacularly crazy security incidents that will happen with agents, because you'll prompt-inject an agent and find your way through the CRM system and pull out data you shouldn't have access to." "How do you make sure you have the right security, the permissions, the access controls, the data governance?" "We actually don't yet exactly know in many cases how we're going to regulate some of these agents." "No matter what, there's going to need to be a layer that manages the data they have access to and the workflows they're involved in." "This is the new infrastructure opportunity in the era of agents." Aaron Levie on Latent.Space
1:13

Agents will eventually outnumber humans by orders of magnitude. Aaron Levie on the infrastructure that will be needed to manage them: "Whether you think the number is 10x or 100x... we're going to have some order of magnitude more agents than people." "There's going to be just incredibly spectacularly crazy security incidents that will happen with agents, because you'll prompt-inject an agent and find your way through the CRM system and pull out data you shouldn't have access to." "How do you make sure you have the right security, the permissions, the access controls, the data governance?" "We actually don't yet exactly know in many cases how we're going to regulate some of these agents." "No matter what, there's going to need to be a layer that manages the data they have access to and the workflows they're involved in." "This is the new infrastructure opportunity in the era of agents." Aaron Levie on Latent.Space

a16z

64,531 views • 6 months ago

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."
2:23

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."

TBPN

30,503 views • 2 months ago

"I like to move extremely fast, but in order to move fast, you need to have brakes." Up to 200,000 AI agents wake up at Kavak every day. CPO & AI Officer Alejandro Maza says eval quality is what sets the ceiling on speed at that scale: "So to give you a sense of the scale, 96% of all interactions are handled by agents. No humans there. 95% of all transactions are completely handled by agents." "AI is super powerful, and I've seen many companies get this wrong because they try to go slow because they don't have the right brakes. So I thought about it the other way around: how fast can we go? Well, it depends on the quality of our evals." "A good rule of thumb here is we spend about the same amount of engineer time, tokens, and money on building the evals as building the agents." Alejandro Maza
1:39

"I like to move extremely fast, but in order to move fast, you need to have brakes." Up to 200,000 AI agents wake up at Kavak every day. CPO & AI Officer Alejandro Maza says eval quality is what sets the ceiling on speed at that scale: "So to give you a sense of the scale, 96% of all interactions are handled by agents. No humans there. 95% of all transactions are completely handled by agents." "AI is super powerful, and I've seen many companies get this wrong because they try to go slow because they don't have the right brakes. So I thought about it the other way around: how fast can we go? Well, it depends on the quality of our evals." "A good rule of thumb here is we spend about the same amount of engineer time, tokens, and money on building the evals as building the agents." Alejandro Maza

a16z

41,467 views • 1 month ago

Most of the market is priced for a world that's coming to an end. Traditional software, legacy platforms, much of the SaaS layer of the S&P 500… all built on the assumption that humans will remain the primary customers. AI agents don't buy software the way we do. They don't need dashboards, subscriptions, or logins. And once the buyer changes, so does everything built around them. The investable opportunity ahead is the agentic economy… what gets built for agents as customers. That's where the next wave of capital ends up, and most people aren't positioned for it.
1:17

Most of the market is priced for a world that's coming to an end. Traditional software, legacy platforms, much of the SaaS layer of the S&P 500… all built on the assumption that humans will remain the primary customers. AI agents don't buy software the way we do. They don't need dashboards, subscriptions, or logins. And once the buyer changes, so does everything built around them. The investable opportunity ahead is the agentic economy… what gets built for agents as customers. That's where the next wave of capital ends up, and most people aren't positioned for it.

Raoul Pal

215,150 views • 1 month ago

Jensen Huang says the next internet is not for humans. It is for agents. "AI has become agentic, meaning that it can actually do work by itself." "One agent can communicate with another agent and say, 'I have some work to do. Let's team up together and let's do some work.'" "Inside our company... we have hundreds of thousands of agents probably running around right now that are doing work and they're talking to each other and they're solving problems." "All guardrailed, all sandboxed... but they're all working with each other." Then the part most people are not ready for: "The internet that we use today for a billion people will likely mostly be several billion, call it a hundred billion agents working around the clock." Companies talking to companies. Employee agents talking to employee agents. Self-driving cars, robots, manufacturing systems, buildings. "The world is going to be this layer of computing that's going to cocoon the earth, and it's going to be generating intelligence all the time."
1:38

Jensen Huang says the next internet is not for humans. It is for agents. "AI has become agentic, meaning that it can actually do work by itself." "One agent can communicate with another agent and say, 'I have some work to do. Let's team up together and let's do some work.'" "Inside our company... we have hundreds of thousands of agents probably running around right now that are doing work and they're talking to each other and they're solving problems." "All guardrailed, all sandboxed... but they're all working with each other." Then the part most people are not ready for: "The internet that we use today for a billion people will likely mostly be several billion, call it a hundred billion agents working around the clock." Companies talking to companies. Employee agents talking to employee agents. Self-driving cars, robots, manufacturing systems, buildings. "The world is going to be this layer of computing that's going to cocoon the earth, and it's going to be generating intelligence all the time."

Karl Mehta

17,974 views • 2 months ago

We are partnering up with zauth to secure the next generation of 3D AI agents. These agents have memory, emotion, voice, and on-chain identity and can be embedded anywhere. These agents use the x402 protocol to make real payments for skills and services. To make this ecosystem production-ready and safe, is teaming up with zauth, the security layer for the agentic internet. Bringing safety and trust to the next wave of 3D AI agents 🔐
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We are partnering up with zauth to secure the next generation of 3D AI agents. These agents have memory, emotion, voice, and on-chain identity and can be embedded anywhere. These agents use the x402 protocol to make real payments for skills and services. To make this ecosystem production-ready and safe, is teaming up with zauth, the security layer for the agentic internet. Bringing safety and trust to the next wave of 3D AI agents 🔐

three.ws

51,086 views • 3 months ago

Temporal CEO Samar Birwadker says GitHub was designed for humans, but is now at the mercy of agents. "Agents are starting to get more and more long-lived, more asynchronous, and more mission-critical." "For example, if you pick coding agents alone, is something like GitHub was designed for humans collaborate and create [pull requests] right now." "Now a lot of code is being generated by these agents, and they're the ones creating these PRs essentially, and even code review process is being automated by other agents." "So now this entire system backend, which is being built for human consumption, is now at the mercy of these agents kind of using it for their own coordination and collaboration."
3:30

Temporal CEO Samar Birwadker says GitHub was designed for humans, but is now at the mercy of agents. "Agents are starting to get more and more long-lived, more asynchronous, and more mission-critical." "For example, if you pick coding agents alone, is something like GitHub was designed for humans collaborate and create [pull requests] right now." "Now a lot of code is being generated by these agents, and they're the ones creating these PRs essentially, and even code review process is being automated by other agents." "So now this entire system backend, which is being built for human consumption, is now at the mercy of these agents kind of using it for their own coordination and collaboration."

MTS

26,902 views • 4 months ago

.Lassie co-founder and CEO Steijn Pelle says small businesses like doctors' offices should run themselves: "The busy work is done by agents." "We want to build agents for the business that then will interface with the personal agent of a consumer." "It needs to really work, and the onboarding needs to be as simple as onboarding on Coinbase or Stripe." "All small businesses at an abstract level have a system of record they need to read and write into. They all have customers... it's interacting and transacting around payments. You need to book appointments." "The end goal is if we served all the doctor offices, that we help all the small businesses across the world." steijnpelle
1:40

.Lassie co-founder and CEO Steijn Pelle says small businesses like doctors' offices should run themselves: "The busy work is done by agents." "We want to build agents for the business that then will interface with the personal agent of a consumer." "It needs to really work, and the onboarding needs to be as simple as onboarding on Coinbase or Stripe." "All small businesses at an abstract level have a system of record they need to read and write into. They all have customers... it's interacting and transacting around payments. You need to book appointments." "The end goal is if we served all the doctor offices, that we help all the small businesses across the world." steijnpelle

a16z

34,504 views • 1 month ago

"Agents will become economic actors. They will become first-class members of the financial system." on why AI agents need crypto rails: "There are all sorts of financial behaviors that they'll be able to engage in that they currently cannot, and it's inconceivable to imagine that all of that is gonna happen on ACH and wire transfers and the traditional payments rails that we rely on today." "Crypto, on the other hand, is internet native, it's fully programmable, it's instantly settled, it's global from day one. It is the perfect fit from a technological standpoint for AI agents as a way of bringing agents into the financial world." Unchained Laura Shin
0:48

"Agents will become economic actors. They will become first-class members of the financial system." on why AI agents need crypto rails: "There are all sorts of financial behaviors that they'll be able to engage in that they currently cannot, and it's inconceivable to imagine that all of that is gonna happen on ACH and wire transfers and the traditional payments rails that we rely on today." "Crypto, on the other hand, is internet native, it's fully programmable, it's instantly settled, it's global from day one. It is the perfect fit from a technological standpoint for AI agents as a way of bringing agents into the financial world." Unchained Laura Shin

a16z crypto

46,612 views • 4 months ago

.11x's revenue agents are generating hundreds of millions of dollars in pipeline for their customers. Here's their full stack of internal agents, AI they run inside their own company, so that they can spend maximum time building agents for customers. We sat down with CEO Prabhav Jain and went through their full internal AI operating stack:
1:25

.11x's revenue agents are generating hundreds of millions of dollars in pipeline for their customers. Here's their full stack of internal agents, AI they run inside their own company, so that they can spend maximum time building agents for customers. We sat down with CEO Prabhav Jain and went through their full internal AI operating stack:

a16z

96,332 views • 2 months ago

Datadog CISO Emilio Escobar says intent is now a must-have for AI security solutions: "These agents are trained on existing code, and they have a reward structure. If code is meant to solve the bug, but it gets rewarded on that, it doesn't care if it's doing something else outside of that." "You have to be careful how you prompt these things, but also how it actually interprets your prompt and executes on that. So we have this judge now evaluating the code output of the agents to then make sure that we're doing that." "I did a roundtable last week about agentic security, and the sense that I got from a bunch of the security leaders was a sense of helplessness. Of just waiting for a commercial solution to come in and solve it all." Emilio Escobar Datadog, Inc.
1:34

Datadog CISO Emilio Escobar says intent is now a must-have for AI security solutions: "These agents are trained on existing code, and they have a reward structure. If code is meant to solve the bug, but it gets rewarded on that, it doesn't care if it's doing something else outside of that." "You have to be careful how you prompt these things, but also how it actually interprets your prompt and executes on that. So we have this judge now evaluating the code output of the agents to then make sure that we're doing that." "I did a roundtable last week about agentic security, and the sense that I got from a bunch of the security leaders was a sense of helplessness. Of just waiting for a commercial solution to come in and solve it all." Emilio Escobar Datadog, Inc.

a16z

34,697 views • 1 month ago

Agents need a card to pay. A wallet to hold money. An email to log in. An identity to prove who they are. Today, they borrow ours. The rest is stitched together from a dozen services that weren't built for them. We built EconomyOS to give them their own, Visa card, wallet, email, identity. One suite. Built for autonomous agents. A walkthrough of the full stack we've built since ACP.
3:22

Agents need a card to pay. A wallet to hold money. An email to log in. An identity to prove who they are. Today, they borrow ours. The rest is stitched together from a dozen services that weren't built for them. We built EconomyOS to give them their own, Visa card, wallet, email, identity. One suite. Built for autonomous agents. A walkthrough of the full stack we've built since ACP.

Virtuals Protocol

183,976 views • 4 months ago

If your agents are just personal helpers, you are still the bottleneck. We just introduced Workspaces: a new way for agents and humans to work together with shared skills and memories. Agents need the freedom to operate like real members of your team, invoking other agents and humans to get work done. Many agents + many humans in one shared workspace.
0:46

If your agents are just personal helpers, you are still the bottleneck. We just introduced Workspaces: a new way for agents and humans to work together with shared skills and memories. Agents need the freedom to operate like real members of your team, invoking other agents and humans to get work done. Many agents + many humans in one shared workspace.

Hyperagent

29,188 views • 7 days ago

Tools for Humanity CEO Alex Blania says the internet is splitting into humans, agents, and agents acting on behalf of humans. "Are you interacting with a human, an agent on behalf of a human or just an agent? I think these are roughly the three areas that we want to split apart." "What proof of human really means is that every individual that interacts on a platform has only one, ideally one, account... and stays the owner of that account." "You're looking for an initial verification that should be something like anonymous or extremely privacy preserving, and then ongoing authentication that the same person remains in control of that account." "I think all of us will have agents... It will then come down to I approve a certain action of my agent, I give [it] certain rights. So act on my behalf." Alex Blania Erik Torenberg benahorowitz.eth
1:54

Tools for Humanity CEO Alex Blania says the internet is splitting into humans, agents, and agents acting on behalf of humans. "Are you interacting with a human, an agent on behalf of a human or just an agent? I think these are roughly the three areas that we want to split apart." "What proof of human really means is that every individual that interacts on a platform has only one, ideally one, account... and stays the owner of that account." "You're looking for an initial verification that should be something like anonymous or extremely privacy preserving, and then ongoing authentication that the same person remains in control of that account." "I think all of us will have agents... It will then come down to I approve a certain action of my agent, I give [it] certain rights. So act on my behalf." Alex Blania Erik Torenberg benahorowitz.eth

a16z

28,242 views • 5 months ago

SaaS is dead. Long live SaaS. In the age of AI and agents, most software companies are still clinging too tightly to their past. Their demise will come quick if they do not embrace and build the technologies that are destined to disrupt them. However those who have already done so must recognize the reality of the world we still live in today. That world still has the majority of its work done by humans who still need workflow tools and technology to get their work done. While we pivoted hard to AI and agents with Fin, which will become the majority of our business quite soon, we recognize the importance of the software our customers use and so have also decided to double down on our investment in Intercom, the world's best help desk and customer service system for how customer service is done at this age. We've reinvented it and rebuilt it to work perfectly alongside your new customer agent systems and we're announcing 60+ new customer features that comprise Intercom 2 today. intercom DOT com SLASH intercom2
0:20

SaaS is dead. Long live SaaS. In the age of AI and agents, most software companies are still clinging too tightly to their past. Their demise will come quick if they do not embrace and build the technologies that are destined to disrupt them. However those who have already done so must recognize the reality of the world we still live in today. That world still has the majority of its work done by humans who still need workflow tools and technology to get their work done. While we pivoted hard to AI and agents with Fin, which will become the majority of our business quite soon, we recognize the importance of the software our customers use and so have also decided to double down on our investment in Intercom, the world's best help desk and customer service system for how customer service is done at this age. We've reinvented it and rebuilt it to work perfectly alongside your new customer agent systems and we're announcing 60+ new customer features that comprise Intercom 2 today. intercom DOT com SLASH intercom2

Eoghan McCabe

39,321 views • 4 months ago