Tanay Jaipuria: “Alongside the surge in AI apps, there’s an exciting trend toward agentic technology. While agents are still early, and you’d be hard pressed to get three people to agree on a definition of them, its clear that founders across the infra and application layers are pushing beyond simple chatbots and copilots to ones that can complete entire workflows leveraging planning, memory, reasoning and tool use. Looking at the list, we see that enablers of agents such as Browserbase, CrewAI, LlamaIndex make up three of the five early-stage spots. Similarly, early poster examples of agentic applications such as Decagon also were high up on the list. I expect to continue to see more agentic companies in future lists, as we see the continued rise of the agentic workforce.”
Andrew Chen: “Your product actually has to be very good. I wish I lived in a world where you could have amazing marketing and growth strategies, have a shitty product, and you would win. Then marketers would run tech, and they do not. It’s the people visionaries that create the products that run tech, and that’s a good thing! The reason is that even if you do a ton of work to acquire a bunch of users, it won’t matter if they leak out of the DAU number. I’ve come to think of great marketing strategy as a multiplier effect on your inherent product quality. If you have a great product, you will multiply that into greatness. If you have a shitty product, you will multiply that into… well, you get it.”
Sangeet Paul Choudary: “When answers get cheap, good questions are the new scarcity.”
WSJ: “AI agent adoption is limited so far, according to Tom Coshow, a senior director analyst at researcher Gartner. Just 6% of 3,400 people in a recent Gartner webinar on the subject said their companies had deployed AI agents, according to Coshow. The survey isn’t a formal market analysis, Coshow cautioned. While the group potentially was predisposed to have an interest in AI agents, its responses may have actually been tempered by Gartner’s guidance that many so-called AI agents are mere assistants. During the webinar, Gartner shared its definition of agents as AI that makes a decision and takes an action.”