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The founder of Instinct, a personal agent growing 10% daily, argues frictionless agents expand commerce, but must reconcile merchant-paid take rates with user alignment and compute bought months ahead.
Dan Jeff, who builds the Nautilo agent platform, argues that one persistent agent beats multi-agent org charts, but privacy, subsidized compute and a hostile market complicate the case.
Eric, founder and CEO of Modal, argues that inference serving is heading toward commodity pricing while durable advantage lies in multi-product infrastructure, even as compute stays chaotic and capital-hungry.
Cliff, an investor with a concentrated Carvana portfolio, argues intelligence is bounded by chaotic, physical reality, so AI demand may undershoot the buildout while data, attention, and scale gain value.
OpenAI's Sam Altman tells Every's Dan Shipper that latent demand and human-centered value, not automation, define the AI era, while OpenAI ships 22 products and an unfinished platform.
Menlo Ventures' Matt Murphy explains why a pre-revenue $4 billion bet on Anthropic defied venture fund math, and whether that rule-bending logic still holds as AI growth accelerates.
Silvia CEO Anthony Pompliano argues businesses will migrate from rented frontier models to owned, specialized intelligence, but his evidence comes from one personal finance product and one cost comparison.