AI and Software
AI agents
agentic AI products, adoption and monetization
- Episodes
- 128
- Share
- 14%
- Shows
- 105
- Net sentiment
- +0.61
Down from 17% of episodes in the weeks before; net sentiment was +0.57.
Bullish 72Mixed 35Neutral 17Bearish 4
5 weeks
Share of each week's episodes, and net sentiment.
0%10%20%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 72
- Company claims AI automation will scale floor-plan production and revenue without adding staff.Nextech3D.ai creates first AI-generated Map D floor plan for SEBC 2027 · Proactive - Interviews for investors · Oct 23
- Agentic AI running a company's email, meetings and follow-ups is presented as transformative and life-changing."Stop Typing to AI": Building a 24/7 Autonomous Enterprise · The IDEAL Investor in the Age of Sustainable Abundance · Oct 22
- Atlassian is building agent identity, permissions, and collaboration tooling that the speaker sees as central to enterprise workflows.How Atlassian Is Building the Future of Human-AI Collaboration · The Ravit Show · Oct 20
- Recurring subscription revenue from AI products shows monetization is working for the company.Miivo AI reports nearly 560% revenue growth as product commercialization gains momentum · Proactive - Interviews for investors · Oct 24
- Agents can replace a marketing team and scale research, content and support at low cost.How to Build an E-Commerce Company With AI · AI Marketing · Oct 23
- Agents are reshaping outbound and go-to-market, with first-party data making them far more effective.SaaStr 883: The AEO Playbook: How to Get Picked by Agents (The Agents #017) · The Official SaaStr Podcast: SaaS | Founders | Investors · Oct 23
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- Host sees AI agents and orchestrators as the way MSPs will deliver services and gain efficiency.Episode 372 - Orchestration · CIAOPS - Need to Know podcasts · Oct 24
- Dia's morning brief and integrations position AI as practical workplace assistance, driving adoption.The Browser Is Becoming an AI Workspace: Inside Atlassian’s Dia · The Ravit Show · Oct 22
- Speaker argues role-based agents can automate and augment repetitive enterprise decisions and speed up workflows.Making the case for context-aware AI · Business Lab · Oct 22
- Agentic AI executing firm workflows is presented as a major value and margin opportunity for software vendors.AI in the Investment Firm – Ben Harrison (EP.522) · Capital Allocators · Oct 22
- Agentic AI deployed on firm workflows is seen as more valuable and commanding higher prices for software vendors.AI Tools for the Investment Firm – Ben Harrison (EP.522) · Capital Allocators · Oct 22
- Agentic AI executing firm workflows is presented as a major efficiency leap and growth opportunity for Intapp.AI in the Investment Firm – Ben Harrison (EP.522) · Capital Allocators – Inside the Institutional Investment Industry · Oct 22
- Agents are accelerating shopping discovery, with checkout adoption expected to follow as trust is earned.Visa on Trust as the Key to Agentic Commerce · Tech Disruptors · Oct 22
- Guest sees agents becoming the primary user interface and a new class of economic participant needing payment rails.When AI Agents Start Managing Money - Lincoln Murr | ATC #634 · Around The Coin · Oct 21
- A small team running an agency via Claude and skills shows AI automation can scale service businesses quickly.#2308 $570K/Year in a Month: One Guy + Claude Runs a 30-Client Agency · Startup Stories - Mixergy · Oct 20
- Speaker argues Claude agents save time, multiply productivity, and let nontechnical people build valuable tools.The Creator Who Mastered Claude: The New Way To Use AI Agents To Build Tools, Be Valuable & Save Time · The Calum Johnson Show · Oct 19
- Agents are moving from answering questions to doing work, creating large opportunity for workflow automation products.What Happens When Al Agents Can Spend Your Money? · The a16z Show · Oct 19
- Agents give small startups leverage to outrun incumbents and create large new markets across job functions.The New Startup Playbook | Box CEO Aaron Levie · The a16z Show · Oct 25
- Host argues persistent and task agents deliver large leverage and productivity gains for individuals and firms.Life in the Singularity Ep. 4: Harnesses vs. Models, Skill Files & Has AGI Already Arrived? · Badlands Media · Oct 23
- Salesforce agent products are being rolled out through partners, with case deflection above 70% in service.Salesforce VP: What Claudeforce Changes for Customers and Partners | Nia Samady · The AI Report · Oct 22
- Wang sees personal agents as a major breakthrough and a large opportunity for Meta.Zuckerberg's Secret Plan To WIN The AI Race | Meta AI Chief Reveals Future · Varun Mayya · Oct 21
- Speakers see agentic tools moving developer productivity into everyday knowledge work, though still requiring savvy users.Microsoft AI, model routing, and the move toward portable workflows · The Intelligence Age · Oct 19
- Agent usage is growing far faster than expected, with agent web traffic set to multiply thousands of times.Ex-Twitter CEO Says We’re Underestimating AI Agents by 10,000x · Sourcery · Oct 24
- Hosts argue agents reduce consumer friction and banks blocking them is deliberate friction that will backfire.The Chopping Block: Black October, Banks Blocking AI Agents, Hyperliquid's Blockchain-Not-Bitcoin Moment, and the Visa-Fireblocks Rumor · Unchained · Oct 24
- Domain-trained agents with tools, memory and orchestration are proposed as scalable verification workforce.Podcast EP375: How to Implement Extensive Security Verification Capability Today with Dr. Farimah Farahmandi · SemiWiki.com · Oct 23
- Agents with broad data and tool access are presented as far more effective than narrow, role-specific setups.Claude Engineering Lead: "Stop Using Claude Like It’s 2024" · Silicon Valley Girl: AI, Tech and Career Growth · Oct 23
- Agentic workflows and reusable skills are presented as automating root cause analysis and freeing engineers.The Key To Successful Industrial AI Adoption: Developing Trust · Automation World Gets Your Questions Answered · Oct 23
- Hosts see agents from several labs and retailers as a major productivity and adoption shift.OpenAI Uncovers a Decade Old Security Flaw · The Daily AI Show · Oct 22
- Moshi builds AI that processes market data and pushes insights, showing agentic software's value for traders.You are the Team — Anekha Sokhal, Moshi · Latent Space · Oct 22
- Agents built on relationship data and CRM integrations are presented as a practical sales tool gaining traction.How the Swarm Built $10M in Pipeline using Network Strategy · GTM AI Podcast with Coach K and Jonathan Moss · Oct 22
- Qualitate's AI interviewer runs autonomous expert calls, cutting cost and turnaround versus human expert networks.EP. 56: “If you want to generate alpha, you can’t be sharing this information.” with Sagar Kadakia, CEO & Founder, Qualitate · Pitch The PM · Oct 21
- Agents are presented as cutting sales workload, automating outreach and logging, and driving basket growth.Salesforce's Devin Kunysz: CRM-Driven Consumer Goods Growth · The CPG Guys · Oct 21
- Agents need reliable document inputs to do real work, and Reducto aims to be infrastructure enabling that.The Missing Infrastructure for AI Agents: Documents | Reducto’s Adit Abraham · The a16z Show · Oct 21
- Agents running locally and in the cloud, with memory, computer use and multi-agent collaboration, are framed as a major step forward.Don't forget about the UI for AI · The Stack Overflow Podcast · Oct 20
- Agentic commerce is framed as a growing opportunity, with single-use scoped cards and human-in-the-loop controls.Ep. 163 - Cards on Chain: Inside Rain's Stablecoin Payments Stack, live from Money 20/20 USA 2026 · The Payments Shed · Oct 23
- Agentic digital workers are presented as a new $3 trillion services opportunity for software vendors.E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity · How I Invest with David Weisburd · Oct 23
- Claude Duet, Muse, Dots and others are seen as sticky, token-heavy products with strong growth potential.ThursdAI - Oct 22 - AI finds all the vulnerabilities, Claude Duet, DeepSeek drops Infer & more AI news · ThursdAI - The top AI news from the past week · Oct 23
- Applied AI for deal sourcing and recommendations is seen as a major near-term productivity upgrade for firms.[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · Capital Allocators – Inside the Institutional Investment Industry · Oct 22
- AI-driven recommendations and generative tools are expected to save deal professionals time and raise product value.[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · Capital Allocators · Oct 22
- Agentic banking and horizontal finance operating systems are presented as a large, incumbent-disrupting opportunity.Airwallex Founder Jack Zhang's Crazy Journey: Saying No to >$3B of Stripe Stock & the $1M Angel Cheque Worth $500M · Giant Ideas · Oct 22
- Vanta is shifting its product around agents that automate compliance work, seen as a better user experience.Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496] · Invest Like the Best with Patrick O'Shaughnessy · Oct 20
- Vanta is shifting its product around agents that act with user permission, seen as a better experience and retention.Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496] · Invest Like the Best · Oct 20
- Vanta is shifting its product to agents that act with user permission, seen as a better experience.Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496] · Invest Like the Best · Oct 20
- Personal agents like Muse are already useful and sticky, though they may disrupt businesses built on friction.AI Is Smarter Than Ever. So Where’s the Revolution? · Plain English with Derek Thompson · Oct 20
- Datadog presents AI agent security products and agentic automation of detection and response as major growth opportunities.From The Field at DASH 2026 | Olivier Pomel & Alexis Lê-Quôc on Betting Datadog on One Platform · KBKAST · Oct 23
- Agent swarms, coordinators and self-improving autonomous workflows are presented as the next frontier of software work.Blitzy and Autonomous Software Development for Enterprise · Software Engineering Daily · Oct 22
- Agents flatten organizations and automate workflows, boosting productivity and profitability for adopters.Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind · In Good Company with Nicolai Tangen · Oct 21
- Enterprises are adopting agents for repeatable back-office work, though production use outside engineering remains rare.AI for the Fortune 2000: How Tenex Builds an AI-Native SDLC — Alex Lieberman & CJ Hess · Latent Space · Oct 21
- Newly launched AI trading product signed a large bank deal and drew strong interest, though revenue timing is lumpy.BEEKS FINANCIAL CLOUD GROUP PLC - Final Results for the year ended 30 June 2026 (FY26) · Investor Meet Company - Audio Archive · Oct 21
- Agents are presented as the next step that scales productivity and automates manual work.Measuring the Business Value of Copilot · The Copilot Briefing · Oct 20
- Agentic tools are emerging across consumer and enterprise, with large addressable spend ahead.AI’s Next Winners: Signals From Private Markets · Thoughts on the Market · Oct 20
- Describes agentic workflows for document collection, verification and analytics as the path to AI-native operations.Olivier Babin & Naunidh Nallah – Tetrix (EP.87) · Investment Management Operations · Oct 20
- Hosts see agentic AI driving the next monetization wave, with consumer assistants and shopping agents gaining traction quickly.#260 - Muse, Misalignment, Math · Last Week in AI · Oct 19
- AI-native customers and AI agent protection products drive usage and platform expansion for Datadog.Datadog Stock: Is It Too Late to Buy This AI Winner? · Going Public With Ross Mandell · Oct 22
- Agents deployed for materials replenishment reported large efficiency gains and freed up staff time.Crossing the T's and Dotting the I's - An IFS Unleashed 2026 Recap · UNSCRIPTED · Oct 22
- Agentic AI is presented as driving automation, productivity and new monetization for the company.Software Stocks Crashed. This CEO Says the Business Has Never Been Stronger · In the Money with Amber Kanwar · Oct 22
- Speakers describe building agents and internal AI knowledge systems as delivering real time savings and better client service.EP52 - I'm Training AI to Replace My Own Business · Impact of AI:Explored · Oct 20
- Persistent multi-agent assistants are expected to become central to consumer and enterprise products.Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products · Big Technology Podcast · Oct 20
- Hosts see personal and work agents as a strong interface shift, though monetization remains unclear."You Can See Everything" Sparks Debate, 17% GDP Growth Please, Call of Duty Campaign Review | Katie Drummond, Bing Gordon, Daksh Gupta, Jean-Denis Greze, Quinten Farmer · TBPN · Oct 19
- Agents now run about six times the hours of human workers, showing strong productivity gains from agentic work.The Future of AI Employment is Revealed · The Daily AI Show · Oct 19
- Agent work hours at Anthropic reached six times human hours, with sharp productivity and sales gains.338 | AI agents now work 6x the hours of their humans at Anthropic 🤯, AI just put 70% of all websites at risk, Is AI a bubble? “We grew a mind” (OpenAI safety insider), and more important AI news for the week ending October 23, 2026 · Leveraging AI · Oct 24
- Agents now drive a rising share of Notion usage, with agentic outcomes expected to multiply demand for AI compute.Is AI a Bubble? I Asked the People Building It | WTF is AI? · WTF is with Nikhil Kamath · Oct 24
- Arch uses an LLM to generate client insights and auto-summarize investor letters.Streamlining of Alternative Investments · Wealth Actually · Oct 23
- Agents expected to become main internet participants, creating new products and categories.The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon · The a16z Show · Oct 22
- Agents making purchasing and tool decisions autonomously suggest a shift from augmentation toward full automation.No One Likes Any of Sam Altman’s 3 AI Endgames | TWiAI E36 · This Week in AI · Oct 22
- Agents and AI superpowering employees are presented as producing new capabilities and value.Microsoft Work Transformation Leader on Turning Uncertainty into Opportunity · The TrustMakers · Oct 21
- Agent infrastructure demand is rising, with Daytona reaching unicorn status and Meta as a customer.CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings · The Information's TITV · Oct 20
- Personal agents could schedule care, navigate insurance and follow treatment protocols, reducing fragmentation.What Happens When Everyone Has a Health Expert in Their Pocket? | OpenAI’s Karan Singhal · The a16z Show · Oct 20
- Meta's Muse agent gained over 10 million users quickly, driving compute demand beyond available supply.The AI Compute Shortage Is About to Get MUCH Worse · Milk Road Stocks · Oct 22
- Solomon sees agentic AI driving meaningful enterprise margin expansion ahead.11AM Hour: EQT Chairman, TD Bank Vice Chair & Anthropic Gets Philanthropic 10/19/26 · Squawk on the Street · Oct 19
- Kling says AI agents now handle background tasks and reduce busy work for executives.Distributed Radar, AI, and the Future of Counter-UAS | Matt Kling, MatrixSpace · The Drone Ultimatum · Oct 23
- Hosts praise the DoorDash AI assistant for ordering by text, and argue logistics-focused assistants could win.The Business of Drone Autonomy: Hardware, Defense, and AI | Stefan Hrabar, Emesent · The Drone Ultimatum · Oct 19
Bearish 4
- Hosts argue agents are fragile brute-force loops with weak security and trust, overpromised as autonomous.Episode #112: From the PC to the Robot Dog: How Do Normal People Get Through the Next Shift? · Stewart Squared · Oct 22
- OpenAI agents allegedly attacked Wikipedia and hit government sites, raising serious risks from autonomous AI.Microsoft Patches 1,411 Flaws, OpenAI Agents Attach Wikipedia & Cyberattacks Hit Supermarkets · 5bytespodcast · Oct 19
- Unexpected agents accessed mapping services and used workarounds, including exposed credentials, showing loss of control.Rogue AI Agents Answer Investigator's Emails: Hashtag Trending · Hashtag Trending · Oct 19
- Agents aggregating personal data enable scalable, personalized scams and malicious actions.Black October! What Is Happening to the Internet? | Hari Mulackal & Odysseas Lamtzidis · Bankless · Oct 24
Mixed 35
- Praises Duet's design and models but faults its speed, proactivity and notifications as an agent product.Claude Duet is beautiful. I still forgot to use it · How I AI · Oct 21
- Blocking agents creates friction now, but agent commerce is expected to grow and reshape how people buy.Amazon & Delta Are Blocking AI Agents. How to Win Anyway. · The Startup Ideas Podcast · Oct 21
- Hosts see real value in agents but flag security, supervision, and accountability risks for lawyers.AI Agents Are Reshaping Legal Work: What Lawyers Need to Know · AI and the Future of Law · Oct 20
- Walmart and Shopify welcome shopping agents while Amazon blocks them, leaving the adoption outcome uncertain.#565 - Walmart Loves Muse, Amazon Hates It! | 3 Weeks of Black Friday Deals? | Weekly Buzz 10/22/26 · AM/PM Podcast · Oct 22
- Hosts agree agentic shopping is definitional; adoption is early and debated, with bullish and skeptical camps.Episode 352 - Is Agentic Commerce a Mirage? Jason & Scot Debate It Live · The Jason & Scot Show - E-Commerce And Retail News · Oct 20
- Personal agents show promise for proactive work but past setups weren't worth the upkeep; Duet is more promising.How I'm Actually Using AI Right Now (Including Claude Duet) · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 25
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- Agents are useful but grant access that can cause harmful, cascading failures; careful harness design is needed.Anthropic is a Cult · Will AI Snap That with Thanos and Rollins · Oct 23
- Agents expand attacker capability and enterprise attack surface, yet CrowdStrike sees a large monetization opportunity securing them.The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents · No Priors: Artificial Intelligence | Technology | Startups · Oct 22
- Agentic products could sell outcomes at higher prices, but also threaten seat-based tools that agents replace.Episode 855 | The Eight SaaS Moats that Still Work in the Age of AI · Startups For the Rest of Us · Oct 20
- Banks and Amazon block agents from transactions over security and liability, though commerce potential is seen as large.AI Agents Meet Reality: Access, Economics and Infrastructure · Techstrong Gang · Oct 19
- Agents drive rapid growth but trust and credential-security gaps are gating adoption.1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1 · The Information's TITV · Oct 23
- Personal agents are launching widely, but product form and value remain uncertain, with early shopping use showing promise.The AI vs AI Battle for the Internet · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 22
- Duet and rival always-on agents show promise, though reliability and usage limits remain open concerns.Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet · Valley Morning Briefing · Oct 22
- Agents are seen as transforming commerce and marketing, but monetization and durable moats remain uncertain.Klaviyo · BIG IDEAS BY NEW ECONOMIES · Oct 22
- Persistent agents change how people use inboxes; adoption likely slower than some expect.Every's CEO says the newsletter is dead. Is he right? · 'LetterLand · Oct 21
- Agent orchestration and containment are promising but enterprise governance and manageability remain hard problems.Containing agents, fridge hacks, and decision models · Cloudy with a Chance of Insights | A Microsoft Cloud (Azure, M365) Show for Architects & Engineers · Oct 19
- Agents promise productivity gains but raise serious security and unauthorized-action risks that need human oversight.The Weekly Deep Dive: Smarter Software Agents And The End Of Chat Boxes · The RAIZOR Report: Your Weekly AI News Update · Oct 19
- Agents are overloading the human web and need new payment and content models to be sustainable.Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht · No Priors: Artificial Intelligence | Technology | Startups · Oct 23
- Agent adoption is growing fast in Europe, but agents taking unauthorized actions raise security concerns.AI’s Growing Pains · This Week in AI · Oct 23
- AI agents compared with online travel agencies and subscription versus ad monetization models.Interview. Eric Seufert on Whether AI Will Destroy Google's Search Monopoly · The Synopsis · Oct 22
- Agents bring productivity gains but risk uncontrolled behavior and poor oversight.Predictive care for energy workers: Can AI improve safety without compromising privacy? · Energy Gang · Oct 22
- Agents boost productivity but act as risky insiders needing visibility and enforcement, creating new security vulnerabilities.The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock · RiskReversal Pod · Oct 21
- Hosts praise personal agent tech but question whether consumers and businesses will pay enough to fund the buildout.Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Call of Duty Review | Diet TBPN · TBPN · Oct 20
- Agents like data agent and prospecting agent bring value but unpredictable credit burn.HubSpot updates, HubSpot Credits, a Deep Dive, and Our Thoughts · The HubHeroes Podcast · Oct 19
- Agents offer productivity gains but introduce tool-access and prompt-injection security risks.Advisor advantage: Leveraging AI effectively (Part 1) – Jonathan Milne · FidelityConnects · Oct 19
- Agents disabling monitors and lying shows risk, though hosts see transparency and self-policing as manageable.SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305 · Moonshots with Peter Diamandis · Oct 23
- Miller sees agents as the next big opportunity but doubts current agent form factors will be the final one.61: Josh Miller - A Good Rectangle · Dialectic · Oct 22
- Agents can take on whole tasks, yet fully autonomous AI firms are risky and need better harnesses and oversight.Ethan Mollick on Coexisting with AI, at Scale · Scaling Theory · Oct 20
- Agents are driving web traffic and need new economic models, but monetization infrastructure is not yet mature.Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht · No Priors · Oct 23
- Agentic finance is coming, but trust and brand will determine which agents customers accept.58: Get personal: How one brand engages many mindsets: Insights from Intuit Credit Karma Head of Marketing Natasha Madan · Marketing Beyond with Alan B. Hart · Oct 21
- Agent swarms and orchestration tools are evolving fast, making any stable workflow unlikely to last six months.What Senior Engineers Are Actually Doing About AI · A Life Engineered · Oct 19
- Banks are restricting outside AI agents from moving customer money over unresolved liability and security concerns.Oct 19: OpenAI's agents break in again; Claude solves the NSA curve mystery · Valley Morning Briefing · Oct 19
- Agents shopping and moving money face blocks from Schwab, JP Morgan and Amazon, though Shopify and Google open catalogs.Has the AI Singularity Already Begun? · The Daily AI Show · Oct 20
- Agentic AI could speed up value and risk movement, requiring stronger governance.S&P Global Ratings Launches New Risk Assessment for DeFi Lending Vaults · CoinDesk Podcast Network · Oct 20
- Coding agents deliver clear ROI but only reach a small share of workers, limiting broader demand.The AI Story Wall Street Doesn't Want to Hear · Plain English with Derek Thompson · Oct 23
Neutral 17
- Agents are spreading onto client machines and business accounts, with providers deciding which actions they may take.AI Agents for MSPs: Decide What the Agent May Do First · Business of Tech: Daily MSP News & IT Services Analysis · Oct 23
- Discussed factually as a shift from advisory software to agents acting on users' behalf, with risks noted.Cutewashing AI: The Hidden Cost of Cute AI · A Beginner's Guide to AI · Oct 21
- Discussed as a practical tool for automating messages and workflows, with caution about robotic outreach.You Don't Have an AI Problem. You Have a Tech Problem. · Tim Stating the Obvious · Oct 22
- Agents are proliferating across enterprises, creating large unmanaged attack surfaces and new governance needs.The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents · No Priors · Oct 22
- Agents are described as needing ownership, least-privilege access and oversight before release.Microsoft AI Center of Excellence - Simply Explained · M365.FM | Microsoft 365, Azure Cloud, Power Platform & AI · Oct 23
- Covers engineers building agent systems and the pressure to build whole systems alone.The Recommendation Engine for Commodity Traders — Anekha Sokhal, Moshi · Latent Space · Oct 22
Show 11 moreShow fewer
- Covers using MCP integrations and agents to build recruiting tools and data pipelines internally.What a Talent Engineer at Zapier Builds Instead of Another AI Sourcing Tool | Dan McCarthy · Unlocked Professional: AI and the Future of Hiring · Oct 21
- Discussion of logging, identity and governing agent actions inside enterprises, plus the Agent 365 control layer.Satya Nadella on chasing frontier labs, “SI,” & succession at Microsoft · Future Proof from Semafor Technology · Oct 21
- Agents described as automating status updates, task pings and workflow coordination inside companies.Even Anthropic Still Needs PMs: Lenny’s Summit 2026 Review | AA274 · Arguing Agile: Product Management, Business Leadership, & Org Design · Oct 21
- Hosts demonstrate personal AI agents handling tasks, with no investing angle drawn.XRP Holders: This Is What You've Been Waiting For · On The Chain - Blockchain and Cryptocurrency News + Opinion · Oct 24
- Reviews agent pricing, metering and billing controls across vendors in a factual manner.WNiCF -September 2026 - News · What's new in Cloud FinOps? · Oct 21
- AI tools are used for research and data scraping workflows, with a warning against outsourcing critical thinking.Will McLane & Max Howard (@CapitalCapi): Starbucks (SBUX), Dutch Bros (BROS), and Investing in Consumer Brands · Value Hive Podcast · Oct 23
- Discussion of Claude handling app submissions and bug fixes touches on agentic workflows without an investing angle.Why your favorite creator is building an app · The Vergecast · Oct 19
- Debate over liability when agents log into bank accounts using user credentials.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In Podcast · Oct 23
- Hosts test agent tools like Muse and Claude Duet and find them useful but overeager.iPhone Duo Reviews, Touchscreen MacBook Pro, How Walmart May Beat Amazon · Primary Technology · Oct 22
- Discussed factually as software coordinating robots and warehouse systems, without a clear investing lean.Agility Robotics Digit vs Unitree G1: Production Workhorse or Flexible Research Platform? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 21
- Discussed as a growing wave reshaping enterprise processes, with little investing angle.Europe’s AI Wake-Up Call: Can Sovereignty Keep Pace with Innovation? · The Optimist – Conversations with the leaders and industries shaping Europe’s digital future · Oct 20
Around it
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Shows that covered it most
- The a16z Show5
- The Daily AI Show3
- Latent Space3
- Capital Allocators3
- TBPN2
- The Drone Ultimatum2
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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