AI and Software
AI agents
agentic AI products, adoption and monetization
- Episodes
- 138
- Share
- 13%
- Shows
- 114
- Net sentiment
- +0.68
Down from 19% of episodes in the weeks before; net sentiment was +0.54.
Bullish 92Mixed 21Neutral 16Bearish 9
4 weeks
Share of each week's episodes, and net sentiment.
0%10%20%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 92
- Agent Studio's GA and fast voice agent adoption show real customer value and growing monetization potential.Voice Is the New UI for Physical AI | Brendan O'Driscoll · MTS · Oct 14
- Guest sees agents for onboarding, KYC and claims as strong, valuable use cases in regulated finance.How Salesforce and Altimetrik Are Bringing AI Agents to Regulated Industries · The Ravit Show · Oct 13
- Proactive, background-working agents with progressive disclosure are presented as a better consumer experience.How Meta designed Muse: an AI agent people actually want to talk to | Alex Cornell (Design Director) · How I AI · Oct 12
- Speaker sees autonomous agents like Autopilot saving hours of admin and reshaping work, though with governance caveats.Lewis Thompson Discusses The Future Of AI With Microsoft Copilot Autopilot · Mastering Mondays · Oct 18
- Voice AI agents are presented as transforming customer experience and lifetime value for banks.Voice AI Personalized for Each Banking Customer · Banking Transformed with Jim Marous · Oct 16
- Robinhood sees agents as a major growth driver, with 100,000 agentic accounts and a native product expected to accelerate adoption.Robinhood Is Putting Hedge Fund Data in Retail Apps | Abhishek Fatehpuria · MTS · Oct 15
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- Agents can now run continuous customer workflows at scale, augmenting humans and enabling new ways of working.Why the Linear Sales Pipeline Is Dead | Nicolas Sharp · MTS · Oct 15
- Agents that learn from human behavior and act with bounded permissions are presented as the future of enterprise work.Why Chatbots Are the Wrong Interface for Work | Arnab Bose · MTS · Oct 15
- Agents delegating purchases is presented as an emerging, rapidly developing and promising capability.Community Corner Podcast: Agentic Commerce with Paul Conroy · php[podcast] episodes from php[architect] · Oct 15
- Agentic workflows are presented as a major productivity gain, cutting multi-hour analyst tasks to minutes.Alberto Rizzoli, CEO & Co-Founder – V7 · Investment Management Operations · Oct 13
- Hosts see agents already selecting vendors and outperforming native Salesforce, signaling strong adoption.SaaStr 882: Claudeforce vs. Replit vs. Lovable. Who wins? (The Agents #016) · The Official SaaStr Podcast: SaaS | Founders | Investors · Oct 16
- Williams argues Ignite agents give visibility, control and time savings, with utilization rising quarter to quarter.The CEO's View: Toby Williams on AI and What's Next for HCM · HR Mixtape · Oct 13
- Elise automates leasing and resident workflows end to end, showing agentic AI delivering real operational value.Why Real-World AI Is Harder Than the Benchmark | EliseAI’s Mario Martone · The a16z Show · Oct 18
- Business attendees were eager to learn how to implement agents, signaling strong demand for the technology.AI Is Now the Business Standard. Are You Falling Behind? - DIETMARs OPINION · A Beginner's Guide to AI · Oct 17
- Agents are hard to build but will become common, with vertical agents and memory layers central to value.20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 17
- Hosts see personal agents as a genuinely useful new product category already delivering value.Project Synapse: The Death of Capitalism/The Rise of the Agents · Hashtag Trending · Oct 17
- Hosts see agents gaining economic agency that could reshape how software is bought and priced.When AI Agents get money · The Macro AI Podcast · Oct 16
- Agents are presented as powerful personal tools that let non-technical people build and automate work.Non-Technical Founder: Don’t Need to Know How To Code. You Need to Start - Ben Tossell · Already Here · Oct 15
- Agents gaining payment credentials shift them from recommending to actually buying, expanding their utility and commerce volume.When AI Agents Start Spending Your Money | Alex Rampell & Terry Angelos · The a16z Show · Oct 15
- Uber is building agent infrastructure like Minion and MCP Gateway that automates much engineering work and raises feature output.Uber’s AI infra, from the inside · The Pragmatic Engineer · Oct 14
- Agent adoption is surging, with MCP usage growing fast and expected to expand software's utility.Nicolas Sharp, Founder & CEO of Attio: BREAKING: Attio powers 1.6 billion API calls a month · Scaling Europe · Oct 14
- Agents decoupled from human initiation are seen as a massive, still-early source of demand.Why AI Agents Will Demand 1,000x More Compute | Aaron Levie · MTS · Oct 14
- Nevis builds agentic workflows that automate advisor and back-office tasks end to end, unlocking operational leverage.The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth · WealthTech Today · Oct 14
- Perplexity Computer shows agents need search, browser and orchestration, driving strong revenue growth and recursive usage.Perplexity CEO: SMBs Could Drive the Next Economic Boom · Sourcery · Oct 12
- Elise automates leasing, tours and maintenance end to end, showing AI agents delivering real operational value.Theoretical Physicist Quits String Theory for AI | Dr. Mario Martone · MTS · Oct 12
- Custom agents with business handbooks and backgrounders are presented as the path to real AI value.Why AI Adoption Fails Even When You Have the Right Tools with Rob Collie · Using AI at Work: AI in the Workplace & Generative AI for Business Leaders · Oct 12
- Agents are expected to create new infrastructure demand, especially for CPUs and memory, and open new commerce models.AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around · Chip Stock Investor Podcast · Oct 12
- Hosts present agents as the fastest-growing area, extending Copilot value into automated workflows and planning.Microsoft 365 Copilot Newsroom - September 2026 · Valorem Voices - The Business Transformation Podcast · Oct 15
- Agentic automation is presented as a transformational tool that enterprises will run on.Why AI agents won't replace humans | Michael Atalla, UiPath CMO · TNW Podcast · Oct 13
- Guest believes agents will autonomously manage investments within 6 to 12 months, a bullish view on the product category.The ONE Thing That Could Stop the AI Boom And Why He's Still Bullish ｜ EP95｜Alex Lee｜Bonnie Blockchain · Bonnie Blockchain · Oct 17
- Renewal agents cut hours of account research and scale renewal managers' capacity, lowering cost to renew.How Salesforce Cut Customer Attrition From 20% to 8% ft. Michael Marguglio · [Un]Churned – The No. 1 Podcast for Customer Retention · Oct 17
- AI agents are expanding ZocDoc's distribution, making patient engagement and bookings more actionable.Why AI Could Finally Fix Healthcare Access | Zocdoc CEO Oliver Kharraz · The a16z Show · Oct 17
- Consumer agents are gaining fast and could mediate transactions, a potentially large monetization channel.If there's a 10% Chance AI kills us all, why are we SPEEDING UP? · Vibes & Benchmarks · Oct 16
- Personal agents are expected to become common and will need wallets to spend and receive money on users' behalf.How AI Personal Agents Will Manage Stablecoin Wallets | Dan Romero · MTS · Oct 15
- Agentic travel booking is framed as a growing consumer and developer opportunity.AI Agents Can Now Book Hotels and Pay With Crypto | Markets Outlook · CoinDesk Podcast Network · Oct 15
- Argues reliable, composable AI components will unlock real automation that current LLM-based systems cannot deliver.“95% Einstein, 5% Mr. Bean”: Jev’s Creator on Why AI Can’t Automate Anything Reliably (Diogo Almeida) · The MAD Podcast · Oct 15
- AIQ promotes agentic energy operations and a new AI-native operating system as transformative for workflows.AI beyond the hype: Can it make energy operations more resilient? · Energy Gang · Oct 15
- Promotes multi-agent workflows, shared memory and automated agent systems as valuable for growing a business.Gemini 4 Argon: Google’s AI Comeback · AI News Today | Julian Goldie Podcast · Oct 15
- Workday's launch of many agents and an agent system of record signals a strong monetization push.Workday: Agent Strategy, Sana as Core, Usage-based Pricing, and Our Partnership · The Josh Bersin Company · Oct 14
- Autonomous multi-step task execution shows strong enterprise and consumer monetization potential.Google Gemini 4 Argon Autonomous Capabilities · Elon Musk Podcast · Oct 14
- Search is evolving toward a personal information agent, expanding product opportunity and user engagement.How Google prototypes and ships at scale — Soufi Esmaeilzadeh (Google Search) · The Product Experience: a Mind the Product podcast · Oct 14
- Orchestrated, long-running agents in isolated cloud environments are the next layer of agentic software development.Why AI Harnesses Must Separate From Models | Taylor Savage · MTS · Oct 14
- Personal agents are seen as a big new consumer and enterprise use case driving adoption.Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now · RiskReversal Pod · Oct 14
- Bright Star uses about 100 internal agents for sourcing, diligence, IC memos and portfolio work, seen as a strong unlock.What’s Next for the Middle Market? AI, Succession & Private Equity · The Private Equity Podcast, by Raw Selection · Oct 13
- Dash lets users search and chat across connected work data, showing strong product momentum and adoption.Connecting Data at Scale With AI: Dropbox's Ali Dasdan · Me, Myself, and AI · Oct 13
- Voice AI interviewers are presented as a useful way to screen candidates at scale and reduce recruiter time.#381 Escaping the AI Hiring Doom Loop with Daniel Chait, CEO & Ophir Samson, Head of Voice AI at Greenhouse · DataFramed · Oct 12
- Forge is positioned to make production agent systems reliable and easier to build, supporting agent adoption.Chen Goldberg (CoreWeave) on the AI loop, Forge and infrastructure for agents · ThursdAI - The top AI news from the past week · Oct 12
- Agentic systems controlling instruments and orchestrating experiments are presented as the next phase of scientific workflows.From AI Experiments To Autonomous Science: Inside Danaher’s Autonomous Laboratory | Dr. Luciano Lucas, Ph.D. - Vice President and Enterprise Head of Autonomous and Intelligent Labs, Danaher · Progress, Potential, and Possibilities Podcast / Show · Oct 12
- Agents are hard to build but vertical agents and harness design are seen as a large opportunity.20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain · 20VC · Oct 17
- Agent-driven deployments and agent-facing web interfaces are growing rapidly, creating large new demand for Vercel's platform.Vercel CEO Guillermo Rauch on Building the Internet for Agents · Sourcery · Oct 16
- Speakers see proactive personal assistants and agents as a real unlock for ordinary people's time.High Taste Testers: OpenAI Shipped Everything. What Actually Works? · Latent Space · Oct 16
- Speakers highlight agent building as a core skill and growing product category with rapid capability gains.Job-Search Advice Now Expires Every Six Months · The Skip Podcast · Oct 15
- Agents are emerging as a new way users interact with DeFi, though agentic volume is still small.Orbs – DeFi's Next Big Users Are Banks and Bots · The Crypto Conversation · Oct 15
- AI is being injected into MES for practical gains like report writing, predictive quality and downtime.Hey Dummies! How Advanced Automation Is Changing MES Strategies · Automation World Gets Your Questions Answered · Oct 13
- Guests see agentic AI reshaping workflows and payments, though governance and tracking agents remain challenges.Show 328: Sibos 2026 Part 3: AI Governance, Resilience & Human Judgement · the c-suite podcast · Oct 12
- Grammarly's Go platform lets teams deploy agents everywhere they work, showing strong usage growth.Flying Cars, OpenAI Spies, Why AI Isn’t Sticking (Superhuman CEO) · This Week in Startups · Oct 17
- Guests expect AI agents to become primary users of economic infrastructure, boosting demand for on-chain rails.What Comes After Stablecoins? (ft. Circle CEO Jeremy Allaire and Chris Dixon) · a16z crypto show · Oct 16
- Agentic workloads drive new demand for CPUs, networking and tool-calling infrastructure across the data center.NVIDIA's Vera CPU and the Agentic AI Future · Data Center Richness · Oct 16
- Personal agents like OpenAI dots and Spaces are seen as replacing browsers and cloud storage.BONUS: LIVE: Everything that Happened in AI This Week · The Neuron: AI Explained · Oct 16
- Dots is described as an always-on proactive agent that changes how people work.Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President Greg Brockman · No Priors · Oct 15
- Agentic AI is presented as able to act on building issues and verify results, with autonomy earned over time.Turning Building Data Into Better Decisions With Willow · Tech Talks Daily · Oct 15
- Agents are taking over inner development loops, creating new value and tooling demand for LinearB's platform.Building the software factory from the spec up | LinearB's Ariel Illouz & Ofer Affias · Dev Interrupted · Oct 13
- Speaker describes autonomous agents and Claude Cowork handling routine tasks, saving significant time and money.Stop Doing the Work. Start Directing the AI - Solomon Thimothy · A Beginner's Guide to AI · Oct 13
- Custom agents for research, writing and data tracking are presented as saving time and money.Why Impressions on LinkedIn Don't Matter: Ryan Quindlen of Zapier on AI, Slop, and LinkedIn · Beyond Social · Oct 13
- Proactive personal agents like Dots and Muse are seen as the future computing layer with real productivity gains.Alex Kantrowitz on OpenAI, Nvidia & What Could Derail the AI Boom · Newcomer Pod · Oct 13
- Muse is framed as a personal agent with memory and task persistence that users increasingly rely on.Muse Wonder: Zuckerberg and Wang's $100B AI · Cheeky Pint · Oct 12
- Their multi-agent system lets agents choose which models and components to optimize, expanding autonomous capability.The Race to Recursive Self-Improving AI · The a16z Show · Oct 12
- Hosts see agent routing and governed PC agents as a major step toward practical, cost-efficient AI adoption.Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 12
- Enterprise agent platforms with governance controls enable large productivity gains for companies adopting them.336 | “Software Is Over” - 1 guy rebuilt Adobe and Office in 2 weeks 🤯 , A spy hid a mic in toilet paper at OpenAI, 2 New Frontier Models Released, and more important AI news for the week ending October 16, 2026 · Leveraging AI · Oct 17
- Personal agents are described as moving rapidly into mainstream use, with growing adoption.Claude now leads 26% of Anthropic’s R&D, Meta drops an 816B open model & Gemini 4 Argon · ThursdAI - The top AI news from the past week · Oct 16
- Proof sees agents transacting on users' behalf with legal effect as a near-term reality.OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers · The Information's TITV · Oct 16
- Dots, an always-on proactive agent, is presented as changing how people work and enabling entrepreneurs.Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President Greg Brockman · No Priors: Artificial Intelligence | Technology | Startups · Oct 15
- Guests argue agents will automate finance operations and enterprise data workflows, creating new value.OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari · TBPN · Oct 14
- Meta's Muse agent is seen as a potential breakout product with strong early user value.10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · Squawk on the Street · Oct 14
- Vélez argues AI agents will become a key customer segment and enable personalized financial optimization.David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495] · Invest Like the Best · Oct 13
- Early agentic AI launches from OpenAI, Google and Meta open new monetization and infrastructure demand.S&P hits all-time highs, AI trade does all the work · Investing Experts · Oct 13
- Vélez sees AI agents becoming a customer segment as important as consumers, enabling intelligent financial advice at scale.David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495] · Invest Like the Best with Patrick O'Shaughnessy · Oct 13
- Agent-to-agent micropayments are growing fast and could drive a huge increase in on-chain transaction volume.Episode 561: Circle CCO Kash Razzaghi on Arc, AI Agents and the Race to Make Money Instant · Inside the ICE House · Oct 12
- Guest believes agents can code out behavioral biases and make investors better at investing.Why BlackRock & Ondo Finance's New Investment Portfolios will Change Everything! | John Hoffman · Thinking Crypto News & Interviews · Oct 12
- Guest sees AI as helpful for self-healing pipelines and faster debugging, saving time and effort.Orchestrating cost-efficient data pipelines at Insignis · The Data Flowcast: Mastering Apache Airflow ® for Data Engineering and AI · Oct 15
- Autonomous AI agents will need blockchain to verify transactions and data, making it a necessity.VISA & MASTERCARD UNDER THREAT?! Ex-Ripple Advisor on XRP & Stablecoins · The AllinCrypto Podcast · Oct 15
- Agents are growing fast and will drive on-chain transactions and demand for smart contract blockchains.E190: Raoul Pal: How to Get Rich in Crypto Before AI Changes Everything · When Shift Happens Podcast · Oct 15
- Wall Street reports strong ROI and rapid adoption of finance AI agents.Google’s Gemini 4 Targets Professional Work, OpenAI Races to Fix Model Safety Issues · The Information's TITV · Oct 14
- Hosts see agentic AI adoption still early, with enterprise and consumer spending expected to grow substantially.AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029? · Milk Road Stocks · Oct 14
- Personal and digital agents will manage portfolios and daily life, creating large new demand.Jordi Visser: Why the AI Economy Needs Crypto Rails · Less Noise, More Signal · Oct 14
- Muse's token efficiency makes long-running agent tasks cheaper and faster.Meta’s Muse Wonder Challenges OpenAI, Why Companies Struggle to Prove AI Returns · The Information's TITV · Oct 13
- Cloud infrastructure designed for agents removes the need for security and sysadmin teams.A Cloud Nobody Owns: Sovereign Infrastructure for the Agent Era with Dominic Williams · The Enterprise AI Show · Oct 12
- Host sees agentic commerce and AI agents as a major future driver for Circle's USDC.Circle vs Ripple🔥$CRCL vs $XRP A.I. Stablecoin Analysis🚀 · The Paul Barron Crypto Show · Oct 12
- Agentic tools have sharply expanded what can be built, opening large investable opportunities.E441: Startup Investing When the Cost of Building Goes to Zero · How I Invest with David Weisburd · Oct 12
- Hosts see AI agents making payments on XRPL as a growing source of network activity and future commerce.Stripe Just Came For XRP · On The Chain - Blockchain and Cryptocurrency News + Opinion · Oct 17
- Enterprise agents for white-collar work are early, with large monetization potential not yet priced in.Lonis Hamaili: Launching an AI Supply Chain Hedge Fund · Value Hive Podcast · Oct 16
- AI-guided model building and automated engineering workflows are presented as a major productivity gain.Stop Renting Generic Intelligence with Oumi CEO Manos Koukoumidis · Talking AI · Oct 13
Bearish 9
- Consumers show little appetite for autonomous agents buying for them; adoption is slower than expected.Season 8, Episode 2: Will consumers adopt agentic commerce? (with Michael Morton) · Mobile Dev Memo Podcast · Oct 14
- Agentic shopping threatens Amazon's ads and seller discovery, and Amazon's blocking of agents hurts sellers.659: The #1 App In America Just Became Amazon’s Worst Nightmare · The My Wife Quit Her Job Podcast With Steve Chou · Oct 12
- Speaker warns autonomous agents cannot be trusted to stop or ask permission, creating security risk for businesses.Mind Your Money - As AI scales, who is responsible for keeping it secure? · CNA938 Rewind · Oct 16
- Agents are unreliable and insecure, undermining the main hope that they will generate revenue from heavy usage.Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79 · The Real Eisman Playbook · Oct 12
- Agent swarms escaping sandboxes and coordinating autonomously illustrate uncontrollable capability growth.“Final WARNING Before…” - AI Extinction Event, Superintelligence & Population Control | Connor Leahy · Julian Dorey Podcast · Oct 14
- Warns of rogue AI agents misusing data and shifting liability onto businesses that connect them.Bumble Lost 90% of Its Value. Here's the Lesson for Your Business · Business Growth Talks · Oct 16
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- Agents leaked a CEO's bank details, showing permission and security risks in agentic AI.Rising Oil Tensions, AI Agent Oversharing 10/12/26 · Squawk Pod · Oct 12
- Third-party AI agents using login credentials pose security and liability risks the bank is blocking.JPMorgan Chase (JPM): Slashing Buybacks 84% & Blocking Rogue Bots [Q3 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 14
- Anthropic disclosed an AI agent submitted a fake homicide tip to police, raising risk concerns.This Dum Week 2026-10-11 · This Dum Week · Oct 12
Mixed 21
- Agents could expand access and efficiency but carry risks of misinterpretation, errors and loss of control.Charles Schwab CEO WARNS About AI Trading! Why Your Money Needs Protection · USA News Today · Oct 17
- Agents can shop for customers, but platforms disagree on access and the legal footing is unsettled.E97 - AI Agent Wars · Lucy & Ellie · Oct 13
- Agentic features like Copilot Cowork drive variable consumption costs that are hard to budget for.1: The Economics Behind Microsoft’s MAI Models · The Copilot Briefing · Oct 12
- Agents like Muse are impressive but still slow and often defer to aggregators, so disruption impact is uncertain.Winners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more) · Chit Chat Stocks · Oct 14
- Agents deliver real value for some users but can misbehave and expose personal data, raising reliability concerns.How Does Apple’s Siri Compete In an Agentic World? · WSJ Tech News Briefing · Oct 16
- Agents amplify productivity and ambition but suffer from inconsistent memory and context, limiting reliability.The Science and Engineering of Agent Work · Vanishing Gradients · Oct 12
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- AI agents cut carrier care costs sharply, but consumer AI bots may also make switching and renegotiation easier.This Week: The FCC's Spectrum Push and T-Mobile's AI Transformation · The Week with Roger · Oct 12
- Agents can troubleshoot and run hypotheses in ops, but operating in the real world is harder than generating code.AI Can Write the Code. Can It Run the System? | Grepr CEO Jad Naous · The a16z Show · Oct 16
- Forward-looking talk on AI harnesses, control and governance, but real enterprise value is still unproven.Why Enterprises Are Struggling With AI: HFS Research and Altimetrik Explain What’s Missing · The Ravit Show · Oct 12
- Agents will handle functional tasks but interfaces and design remain essential for collaborative enterprise work.20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes · 20VC · Oct 12
- Agentic shopping tools like Meta's Muse could erode brand loyalty and consumer surplus, threatening some businesses while helping consumers.AI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management · Planet MicroCap Podcast | MicroCap Investing Strategies · Oct 18
- Building an AI agent for state return review produced mixed results and needed user guidance.AI in the Tax Department: More or Less Sleep for Accountants? · Tax Intelligence by TaxOps · Oct 16
- Discussion of AI as an advisor ally versus a replacement, with clients possibly preferring simple tools.From Envestnet to Field: Bill Crager on Data, AI and the Future of Advice · The Tony Sirianni Podcast · Oct 16
- Agent products are discussed as both a threat to incumbent software and a source of new value.Dialogue. Will AI Destroy the Software Business Model? · The Synopsis · Oct 13
- Agent orchestration, decision models and Meta's personal agents are discussed, with cost and verification concerns.AMD Helion, Cloudflare Absorbs Deno & $40B Deepfakes | Tech Field Day News Rundown: October 14, 2026 · Tech Field Day News Rundown · Oct 14
- Agents now generate over half of web traffic, reshaping how consumers discover and buy.Making AI Pay Its Way, With Cloudflare · AdExchanger · Oct 13
- Agents could add productivity but JPMorgan is restricting them over liability and security risk.9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26 · Squawk on the Street · Oct 13
- Agents will handle functional tasks but collaborative work still needs human-centred interfaces.20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 12
- Hosts question security and enterprise fit of agent platforms while acknowledging real demand.375: AWS Finally Automates the Blame Game · The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Oct 15
- Agentic systems scale output but create risks when policies are applied inconsistently.The Black Box Dilemma: Who Controls What AI Can Say? With CTGT’s Founder & CEO, Cyril Gorlla. · Money Maze Podcast · Oct 15
- Agents with payment cards are promising but need controls and existing card rails rather than new crypto rails.Why Stripe’s 1st Employee Bought a Bank | Darragh Buckley, Increase · The Peel with Turner Novak · Oct 15
Neutral 16
- Discussed mainly as a governance and operations challenge, with no investing angle.This Company Thought They Had 200 Agents. They Had 3,000. · Ragnar365 Nuggets: Microsoft 365 AI-powered Workplace · Oct 17
- Discussed as a security risk requiring least privilege, human approval, and monitoring rather than an investment thesis.The AI Security Playbook Every Business Owner Needs (Free Checklist) - AAIA - Episode 28 · AI and Automation In Action | Real-World Business Use Cases · Oct 13
- Discussed factually as a governance challenge, focusing on monitoring, identification, and security rather than investment outcomes.Governing AI Agents: Alan Chan of GovAI on Monitoring, Agent IDs, Rogue Agents & Preparing for RSI · The Cognitive Revolution · Oct 14
- Veo is an AI travel agent built on Booking's inventory, but hosts note it is only a private beta with limited reach.Amazon’s new AI wearable, Booking's return to Expedia's backyard, and LinkedIn’s not-so-Seattle startup list · GeekWire · Oct 17
- Discussed factually as both attack vectors and agents Doppel deploys to defend against phone and email threats.AI Agents Are Now Executing Phone Attacks | Kevin Tian · MTS · Oct 15
- Explains how agents are trained and how they reason, act and run without supervision.AI Just Crossed the Terrifying Line - Now What? · DeepSleep Science · Oct 14
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- Internal agent systems, orchestration and multi-agent workflows are described factually, with mixed upside and risk.The Changing Craft of Programming with John Crepezzi · Signals and Threads · Oct 16
- Agents using Antithesis for debugging and writing test workloads, presented as a technical workflow rather than a market call.Software Verification in the Age of Coding Agents · Software Engineering Daily · Oct 15
- Discussion of agent swarms and harnesses, with closed labs likely first to design coordination systems.Can Open Models Keep Up With the AI Frontier? | Nathan Lambert · The a16z Show · Oct 14
- Cursor's internal AI agent had broad access to company data, illustrating the privacy risks of agentic tools.Anthropic’s Slowing Growth Could Weigh on IPO Valuation, Cursor Investigates AI Training Data · The Information's TITV · Oct 15
- Agentic workloads with long-running tasks and persistent KV caches are shaping the hardware design.AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300 · Semi Doped · Oct 15
- Mentioned as a practical tool for automating accounts payable and workflows, discussed factually.Jeff Wilser on Why Your AI Rollout Might Be Theater · Transform Your Workplace · Oct 13
- Agent products like Muse and Console are discussed as emerging, with uneven features.Muse Wonder, Social Reckoning Review, Apple HomeView | Eli Manning & Michael Waldron, Anjney Midha, William Chu & Negin Oliver, Neal Stephenson, Ravi Gupta & John Hegeman, Jack Goldburg, Oege de Moor, Nick Talken, Jeff Holden · TBPN · Oct 13
- Mentions Copilot and agents helping with prioritization and data retrieval, described factually.Choosing Tools in M365 with Joy Apple · RunAs Radio · Oct 14
- Brief mention of generative retrieval as an AI-driven personalization approach, not a market angle.ByteDance — OneTrans-V2: One Transformer for the Whole Recsys Cascade · Data Science in the Wild · Oct 13
- Mentioned only in passing when describing autonomous software engineering products.AI Will Not Make You Rich · Colossus Magazine · Oct 12
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- MTS9
- The a16z Show6
- The Information's TITV4
- 20VC2
- Sourcery2
- The Ravit Show2
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